Getting Clients Keeping Clients Book [PDF] Download

Download the fantastic book titled Getting Clients Keeping Clients written by Dan Richards, available in its entirety in both PDF and EPUB formats for online reading. This page includes a concise summary, a preview of the book cover, and detailed information about "Getting Clients Keeping Clients", which was released on 20 April 2000. We suggest perusing the summary before initiating your download. This book is a top selection for enthusiasts of the Business & Economics genre.

Summary of Getting Clients Keeping Clients by Dan Richards PDF

"It is easy in the tumult of our everyday lives to ignore the client's words and needs as we struggle to promote our own interests. Easy, but dangerous. . . . Operating our business in the client's interest is the pivotal element in a successful marketing strategy. Marketing, in turn, is a mandatory investment in your business. It pays dividends immediately and in the long term. It will carry you to liftoff."-Dan Richards Achieving success as a financial adviser is no longer just a matter of aggressive salesmanship backed, hopefully, by a good track record. Today's clients are highly knowledgeable about their investment options, and they aren't shy about letting you know it. They expect you to be extremely attentive to their unique financial concerns, and they are much more likely to switch advisers if they sense they are not getting the sincere commitment they feel they deserve. That's why, in today's competitive marketplace, building a successful financial services practice is all about forging long-term relationships with clients built on attentiveness, empathy, and trust. And, as expert Dan Richards explains in this groundbreaking guide to finding and keeping clients, the key to cultivating such relationships is marketing-the art and science of defining what clients really need, and then letting them know that you can satisfy those needs, now and in the future. Drawing on his extensive experience as a consultant to many of North America's most successful financial service providers, Richards arms you with proven tools and techniques for building a steady and devoted client base. From using print, broadcast, and other media to market your services, to making the initial contact, from automating the prospecting process, to performing target marketing, he outlines an array of surefire client-getting techniques. With the help of scenarios and sample dialogues, he helps you to develop and sharpen the skills needed to build lasting relationships with clients once you've gotten them. For instance, you'll learn how to become a better listener and interpreter of client concerns, as well as simple methods for systematically gathering and effectively responding to client feedback. Dan Richards also provides a complete program for seamlessly integrating the tools and techniques described into a successful client-centered practice tailored to your unique style and professional goals. Getting Clients, Keeping Clients is a complete guide to surviving and thriving in today's increasingly competitive financial services market. A complete program for building a steady and devoted client base Getting Clients, Keeping Clients In this groundbreaking guide, expert Dan Richards explains why marketing is the key to thriving in today's more competitive financial markets. He provides you with the powerful client-centered marketing know-how, tools, and techniques to connect with today's more savvy, demanding, and value-conscious clients. Praise for Getting Clients, Keeping Clients ". . . teaches advisers how to be profitable and ethical at the same time."-Investment Executive ". . . a book most independent financial advisers will want to read."-The Financial Post ". . . many ideas in the book that will help keep existing clients while generating new business."-Research


Detail About Getting Clients Keeping Clients PDF

  • Author : Dan Richards
  • Publisher : Wiley
  • Genre : Business & Economics
  • Total Pages : 0 pages
  • ISBN : 9780471363293
  • PDF File Size : 32,8 Mb
  • Language : English
  • Rating : 4/5 from 21 reviews

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Getting Clients, Keeping Clients

Getting Clients, Keeping Clients
  • Publisher : Wiley
  • File Size : 28,6 Mb
  • Release Date : 20 April 2000
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"It is easy in the tumult of our everyday lives to ignore the client's words and needs as we struggle to promote our own interests. Easy, but dangerous. . . . Operating our

Keeping Clients for Life

Keeping Clients for Life
  • Publisher : John Wiley & Sons
  • File Size : 23,7 Mb
  • Release Date : 02 July 2001
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A successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychological component to effective client care

Getting More Clients ,Keeping More Clients

Getting More Clients ,Keeping More Clients
  • Publisher : Estalontech
  • File Size : 40,7 Mb
  • Release Date : 30 July 2020
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Getting More Clients ,Keeping More Clients Too many people focus on things like SEO, the famed article marketing, or spamming the net with their affiliate links without building a list.

Business Development for Lawyers

Business Development for Lawyers
  • Publisher : ALM Publishing
  • File Size : 45,7 Mb
  • Release Date : 18 May 2024
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Whether you’re launching a practice or trying to expand your book of business, this new guide gives you the help you seek. From developing a reputation to developing relationships,

Clients for Life

Clients for Life
  • Publisher : Simon and Schuster
  • File Size : 44,8 Mb
  • Release Date : 21 February 2001
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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

Your Clients for Life

Your Clients for Life
  • Publisher : Dearborn Trade Publishing
  • File Size : 47,5 Mb
  • Release Date : 18 May 2024
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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