Last edited by Akinozshura
Tuesday, July 21, 2020 | History

2 edition of Selling Financial Services found in the catalog.

Selling Financial Services

Arthur R. Miller

Selling Financial Services

A Handbook for Organizing and Managing a Bank Calling Program

by Arthur R. Miller

  • 330 Want to read
  • 22 Currently reading

Published by Probus Professional Pub .
Written in English

    Subjects:
  • Bank Management,
  • Business/Economics

  • The Physical Object
    FormatHardcover
    ID Numbers
    Open LibraryOL12023349M
    ISBN 101555200613
    ISBN 109781555200619

    Print book: English: 2nd edView all editions and formats Summary: Intended to develop the essential selling skills needed to effectively market the broad range of credit and noncredit services banks now offer.   To grow a successful business, it’s important to learn to put potential clients at ease. I’ve seen some salespeople in financial services so intent on controlling the sales process that they act like demanding choreographers training young dancers for a Broadway show. “Five-Six-Seven-Eight!

    I am a financial advisor considering selling my practice (a commission based business). Because the selling price is based on business income The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party. The FP Transitions M&A Guide Buying, Selling, and Valuing Financial Practices. Ensuring a successful acquisition or sale is a matter of details. Buying, Selling, & Valuing Financial Practices, the latest book from FP Transitions president and founder, is a master guide to buying, selling, and merging financial services g into almost two decades of experience in .

    A Powerful New Course with LinkedIn Learning – taught by Meridith Elliott Powell! (me!) I am very excited to share my new course “How to Sell Financial Services” will be launched on LinkedIn Learning on Ap A passion of mine, this course is the nuts and bolts of how to sell financial services.   Sales: Selling Financial Products and Services (a finalist in the USA Best Book Awards) I found selling financial services to be, well, let's .


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Selling Financial Services by Arthur R. Miller Download PDF EPUB FB2

Discover the best Financial Services Industry in Best Sellers. Find the top most popular items in Amazon Books Best Sellers. Selling Professional and Financial Services Handbook. Times are very tough for people who sell professional services, but Selling Professional and Financial Services Handbook offers a new solution proven in practice.

The book describes methods the authors have used and taught since the s, most recently at a major consulting firm, where they led a Global Business Cited by: 1. The authors of Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence dare to express the idea that living frugally will actually make you happier.

Think about it: you have a choice between two jobs, one that pays really well and one that doesn’t. But the well-paying job involves. Tips On Selling Your Financial Services Business. FACEBOOK TWITTER LINKEDIN You have a book full of loyal, regular clients and the business is still growing.

Like other personal services Author: Angie Mohr. Buying a book of business. Be forewarned. | Investment. The best financial advisors are well equipped to succeed regardless of market conditions.

Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial.

Articles on succession planning may have prompted you to think about selling your own financial planning practice and wondering what price you would get.

As both a business consultant and a former acquirer of financial planning practices, I can tell you that your practice is very likely worth less than you think it : Allen Duck. The Book How you sell financial services to men is not the same as how you sell financial services to women.

Even if men and women end up buying the same product, they may have different buying processes, questions and communication styles. Editor’s note: This is the second in a two-part series on succession planning for advisors.

This column explores the issues associated with buying a book of business; the first column focused on some of the issues associated with selling a book of business. With a substantial number of advisors heading toward retirement, a younger advisor looking to find a.

I realize that selling financial services is a serious matter and it should be given all due respect. But your clients and potential clients need to enjoy the process. It’s perfectly okay to joke around during a presentation, provided it’s appropriate and you keep things under control.

Financial services representatives have turned to Tom Hopkins for years. His proven-effective, professional selling strategies have helped them learn how to help more of their clients make financial planning decisions.

If you represent any type of financial product, this book will help you make more sales/5(3). The Art of Selling Financial Services depends upon the collaboration of listing and understandably communicating to clients.

Learning how to quickly gain the trust of others, get them to like you, take your advice, and become long-term clients is the foundation for every successful s: This is really just a rehash of his previous books, just tinkered down to show usefulness for those selling financial services like myself.

Felt like I wanted my money back from this but provided it a 3 star review based on those FEW who are unfamiliar with /5. An effective strategic framework for successful face-to-face selling for financial services industry professionals Times are very tough for people who sell professional services and Selling Professional and Financial Services Handbook offers a new solution proven in practice.

The book describes methods the authors have used and taught since the s. How to Master the Art of Selling Financial Services Sales Closing For Dummies. Brilliant Selling: What the Best Salespeople Know, Do and Say by Tom Bird & Jeremy Cassell.

Brilliant Selling is a go-to guide to instantly improve your sales performance. This books is full of practical tips and advice from sales professionals who speak from.

Selling Financial Services to Women. How you sell financial services to men is not the same as how you sell financial services to women. Even if men and women end up buying the same product, they may buy it for different reasons.

Understanding these differences can increase your success dramatically when selling to women and selling to couples.

Get this from a library. Bankers in the selling role: a consultative guide to cross-selling financial services. [Linda Richardson].

Every sales relationship starts with trust and that's never more true than when selling financial services and products.

Learn the three simple ways to build trust with a. Nowhere is this more true than in the heavily regulated financial services sector. This accessible book is designed to provide a clear and practical guide to claims involving the mis-selling of financial products.

Key features include: * Clear and concise analysis on the law relating to the mis-selling of regulated financial services products. The Art of Selling Financial Services depends upon the collaboration of listing and understandably communicating to clients. Learning how to quickly gain the trust of others, get them to like you, take your advice, and become long-term clients is the foundation for every successful business.

How to Master the Art of Selling Financial Services by Tom Hopkins Copyright Tom Hopkins International, Inc. 5   How to Master the Art of Selling Financial Services audiobook, by Tom Hopkins Whether you’re a financial services expert or novice, you understand the business.

You’ve worked hard to gain your product knowledge. You study industry trends. But, do you know how to talk to clients so they’ll listen?The How to Master the Art of Selling Financial Services live audio Price: $  Just like their own business-owning clients, advisors looking to sell their book of business would do well to work with experts.

“The sale of a book of business can have different implications depending on the nature of the business and the structure of the sale,” said Wilmot George Jr., director, tax and estate planning, Toronto-based Mackenzie Financial Services Inc.