Friday, 11 August 2017

A Handbook for the Modern Wealth Professional To Engage Clients

You’ve delivered a great presentation. What you’ve proposed makes sense (to you). You’ve provided the collateral that’s required for anyone to be able to make an informed decision about a course of financial action. Yet, there is inertia. An inability for the prospect to move forward, and this suspended animation can last weeks, months, years. "Client engagement for Financial Advisors", is about is taking the process of wealth professionals such as you and tipping it on its head so you can understand:

1. Why prospects have inertia;
2. Why appraising a financial situation is a fear filled roller coaster ride for the average person;
3. Why the process that is most important is: the delivery of knowledge in the most basic subject categories; and,
4. How you can truly engage each and every prospect with relevance and meaning for them to become not only engaged in their finances but to become the managing director of their finances.



https://www.amazon.com.au/d/B06XQDPP2F/ref=sr_1_1?ie=UTF8&qid=1500629824&sr=8-1&keywords=client+engagement+for+financial+advisors
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3 comments:

  1. Unknown16 March 2018 at 03:03

    JCF Capital Markets Advisors & JCF Capital Advisors and Consulting
    | Every consultancy firm is going to specialize in different types of consultations for their clients. Each client will have a different story as well. Figuring out what services are better for each person can be difficult, but by taking a look at what a client has, they are going to be able to choose the services that they need to have.

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  2. Prinxess 3 May 2018 at 12:50

    Wow, cool post. I'd like to write like this too - taking time and real hard work to make a great article... but I put things off too much and never seem to get started. Thanks though. SEO client management

    ReplyDelete
  3. Seniors First Finance17 May 2018 at 22:23

    SeniorsFirst is the most experienced reverse mortgage centrelink broker to fulfill your financial needs and best equity of your property in Australia.

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