Author: Mitch Anthony Publisher: Dearborn Trade Publishing ISBN: 9780793149544 Category : Business & Economics Languages : en Pages : 280
Book Description
The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.
Author: Andrew Sobel Publisher: Simon and Schuster ISBN: 0743215095 Category : Business & Economics Languages : en Pages : 272
Book Description
Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for -- the first in-depth, client-tested guide to developing lasting business relationships. What separates extraordinary professionals from ordinary ones? Why are some professionals always drawn into their clients' inner circle of advisers, while others are employed on a one-shot basis and treated like vendors? Based on groundbreaking research, Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Drawing on insights from extensive interviews with both leading CEOs and today's most prominent client advisers, Jagdish Sheth and Andrew Sobel debunk the conventional wisdom about professional success -- "find a specialty, do good work" -- as hopelessly inadequate in a world where clients have unlimited access to information and expertise. The authors replace these tired conventions with an innovative blueprint, supported by over one hundred case studies and examples drawn from consulting, financial services, law, technology, and other fields, for how you can evolve from an expert for hire -- a commodity -- to an extraordinary adviser. Riveting portraits of both exceptional contemporary professionals and legendary advisers such as Aristotle, Thomas More, Niccolò Machiavelli, and J. P. Morgan reveal how great client relationships are achieved in practice. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis -- big-picture thinking -- that is so highly valued by clients. Acclaimed by leading management thinkers, Clients for Life clearly illustrates the most important attributes and strategies of extraordinary client advisers and shows how you can use them to enrich your own relationships. It provides sophisticated professionals with the tools and insights they need to reap the rewards of lifetime client loyalty.
Author: Carl Sewell Publisher: Crown Currency ISBN: 0307567311 Category : Business & Economics Languages : en Pages : 241
Book Description
In this completely revised and updated edition of the customer service classic, Carl Sewell enhances his time-tested advice with fresh ideas and new examples and explains how the groundbreaking “Ten Commandments of Customer Service” apply to today’s world. Drawing on his incredible success in transforming his Dallas Cadillac dealership into the second largest in America, Carl Sewell revealed the secret of getting customers to return again and again in the original Customers for Life. A lively, down-to-earth narrative, it set the standard for customer service excellence and became a perennial bestseller. Building on that solid foundation, this expanded edition features five completely new chapters, as well as significant additions to the original material, based on the lessons Sewell has learned over the last ten years. Sewell focuses on the expectations and demands of contemporary consumers and employees, showing that businesses can remain committed to quality service in the fast-paced new millennium by sticking to his time-proven approach: Figure out what customers want and make sure they get it. His “Ten Commandants” provide the essential guidelines, including: • Underpromise, overdeliver: Never disappoint your customers by charging them more than they planned. Always beat your estimate or throw in an extra service free of charge. • No complaints? Something’s wrong: If you never ask your customers what else they want, how are you going to give it to them? • Measure everything: Telling your employees to do their best won’t work if you don’t know how they can improve.
Author: Mitch Anthony Publisher: John Wiley & Sons ISBN: 1118039513 Category : Business & Economics Languages : en Pages : 8
Book Description
With this latest edition of The New Retirementality, readers will quickly discover how to achieve the freedom to pursue their retirement goals?at their own pace, on their own terms?regardless of their age. Most people won't experience the same retirement that their parents did, nor do they necessarily want to. Page by page, top financial planner Mitch Anthony reveals how new opportunities will enable individuals to create tailor-made retirements. He includes new research and studies to back his insights and introduces readers to important concepts such as "wealthcare" and "return on life." Filled with engaging anecdotes and inspirational suggestions, this book will motivate readers to rethink the way they retire.
Author: James L. Werth, Jr., PhD Publisher: Springer Publishing Company ISBN: 0826108504 Category : Social Science Languages : en Pages : 256
Book Description
"I found this book to be a well-written, sensitively presented, and important resource for those engaged in this critical area of work. Thank you, Dr. Werth, for making such a substantial contribution to this field."--Journal of Palliative Care "[This book offers] over 20 contributors, all with impeccable credentials, covering many perspectives that we need to consider more frequently and in greater depth...There is much that awaits you in this book."--Illness, Crisis, and Loss "Counseling Clients Near the End of Life is a marvelous resource for mental health providers who are searching for useful information in areas such as the following: resolving ethical dilemmas; assisting clients in planning for the end of life; counseling caregivers of clients who are near the end of life; and assisting people in dealing with grief. The editor of this work, Dr. James Werth, has done a splendid job of gathering various experts to share their perspectives on end of life care and choices at this time of life--and he has also written an excellent chapter on counseling clients who are dying." Gerald Corey, EdD, ABPP Professor Emeritus of Human Services and Counseling California State University, Fullerton This highly accessible guide to counseling people who are terminally ill and their families fills a critical need in the counseling literature. Written for front-line mental health professionals and counseling graduate students, the text integrates research with practical guidance. It is replete with the experiences of contributing authors who are leaders in counseling terminally ill individuals , real-life case examples, clinical pearls of wisdom, and tables of practice pointers that provide quick access to valuable knowledge. The text offers information that is requisite for all counselors who provide services to persons who are terminally ill and their families. It addresses common issues that influence different types of counseling approaches, such as how the age, ethnicity, or religion of a client affects counselor conceptualizations and actions. The book discusses how to manage symptoms of depression, anxiety, and cognitive impairment near the end of life. It explains how advance directives can be used to assist dying individuals and their loved ones. The counseling needs of family members before and after death are addressed as well as counseling loved ones experiencing complicated grief. The text also examines the particular concerns of counselors regarding self-care and the benefits of working as part of a professional team. Woven throughout are important considerations such as cultural diversity, ethical challenges, laws, and regulations; and advocacy at client and social policy levels. Readers will also benefit from the inclusion of additional references for more in-depth study. Key Features: Integrates research with practical and accessible information Provides clinical ìpearlsî that can be put to use immediately Provides a reader-friendly format that includes real-life case studies and tables with important pointers Describes the counseling experiences of leading practitioners that include examples of successful and unsuccessful interventions Based on a comprehensive framework developed by a Working Group of the American Psychological Association
Author: Andrew Sobel Publisher: John Wiley & Sons ISBN: 1119619106 Category : Business & Economics Languages : en Pages : 256
Book Description
World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andrew Sobel, author of the international bestsellers Clients for Life and Power Questions, offers a proven,100-day plan for conquering 14 tough client development challenges and growing your client base in any market conditions. He’s encapsulated 25 years of unique research, including personal interviews with over 8000 top executives and successful rainmakers, into a practical roadmap for winning more new clients and growing your existing relationships. You’ll learn specific strategies to move confidently and predictably from a first meeting to a signed contract, and discover the agenda-setting techniques that create a steady stream of sole-source business. You’ll master the art of reframing client requests, leading to broader, higher-impact engagements. You’ll dramatically sharpen your ability to ask the powerful questions that can transform your client relationships. And, you’ll learn to develop advisory relationships with influential C-suite executives. Andrew illustrates each weekly challenge with real-life examples drawn from thousands of executive meetings. He shares success strategies from having grown and led three highly successful professional service businesses. Andrew has taught these strategies to over 50,000 professionals around the world, and they’re now available to you in this highly readable, portable masterclass. Whether you are early in your career and need a comprehensive guide to grow your client base from the ground up or are a seasoned practitioner who wants to accelerate your business growth, It Starts With Clients will take you to the next level.
Author: Roy T. Diliberto Publisher: Advisorpress ISBN: 9780975344842 Category : Finance, Personal Languages : en Pages : 198
Book Description
Financial Planning?The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives focuses on the way to structure a practice to ensure financial planners are focused on their clients' needs. A specialist in financial life planning, Diliberto challenges the notion of asset-centered financial planning in favor of the client-centered approach. He uses stories, personal examples, and wisdom from his career to discuss how to plan holistically from the starting point'who is your client and what are their personal goals and needs?Not focused solely on the relationship with the client, Diliberto shines a bright light on the practice itself. He examines how a firm is structured, who is part of the financial planning team, compensation, and effective and reasonable marketing for the financial planning firm.
Author: Mitch Anthony Publisher: John Wiley & Sons ISBN: 1119709091 Category : Business & Economics Languages : en Pages : 248
Book Description
Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.
Author: Mitch Anthony
Author: Andrew Sobel
Author: John Gamble
Author: Carl Sewell
Author: Mitch Anthony
Author: James L. Werth, Jr., PhD
Author: Andrew Sobel
Author: Roy T. Diliberto
Author: Mitch Anthony
Author: Isadore Barmash