Book review - The Ultimate Financial Advisor's Guide to getting more clients

December Book Review “The Ultimate Financial Advisor’s Guide to Getting More Clients”

The title of this “how to” guide, pretty much says it all. The Ultimate Financial Advisor’s Guide to Getting More Clients, is a funny, entertaining, and incredibly useful guide for the professional financial advisor wanting to in front of more contacts and clients with ease. Written by James Pollard, American sales and marketing coach and […]

Are you offering a complete service

Why Most Extremely Successful Financial Advisors Leave Small Fortunes On The Table

Are you missing opportunities to better serve your clients? This article, by Russ Alan Prince appears on Forbes.com shows how even successful advisers are missing great opportunities to better serve clients, and losing out on big commissions.   Most financial advisors earning millions of dollars annually, managing a billion dollars or more, working with the ultra-wealthy […]

Reduce client churn

Reduce client churn in your financial advisory with these 5 unmissable tips

Reduce client churn “The purpose of a business is to create a customer and grow that customer” said well-known management consultant, educator and author, Peter Drucker. (See some of his other quotes in this collection by Jeff Shore featured in Entrepreneur magazine) All too often though, sales consultants and advisors think business growth means getting […]

The Sales Survival Handbook

October Book Review: The Sales Survival Handbook: Cold Calls, Commissions, and Caffeine Addiction–The Real Truth About Life in Sales

Ken Kupchick, writer, sales consultant, and creator of funny Facebook page Sales Humor, has written a new book on the ups and downs of sales life which is both informative and incredibly witty. The Sales Survival Handbook: Cold Calls, Commissions, and Caffeine Addiction–The Real Truth About Life in Sales, 2017, (Amazon Books) hit the virtual […]