The Advisor Playbook: Regain liberation and order in your personal and professional life
| Author | : | |
| Rating | : | 4.75 (948 Votes) |
| Asin | : | 0968440185 |
| Format Type | : | paperback |
| Number of Pages | : | 266 Pages |
| Publish Date | : | 2018-01-15 |
| Language | : | English |
DESCRIPTION:
I've also collaborated with enterprise clients to create one-to-many solutions, including train-the-trainer approaches. First Trust has helped develop this model through a broad range of investment, advisory and management solutions and I am proud that First Trust has been nationally recognized for this solution-based approach. I've spent the last 20 years traveling the world speaking at conferences and coaching top performers on how to deploy a process that will unlock their full potential personally and professionally. First Trust has dedicated many years to finding (and investing in) creative ways
The processes in The Advisor Playbook have grown over those years, through constant refinement and improvement. The Advisor Playbook will take the mystery away.Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.Practice management is how you build an organized toolbox of all your processes – branding, marketing, service activities, core functions – and constantly tune and keep that toolbox efficient and effortless. Chris Jeppesen of First Trust brings his own decades of professional knowledge to the table. Referrals are influenced by your service which is influenced by your process, which is influenced by your philosophy, which is influenced by your ideal client definition, life and business goals. Practice management is often misunderstood. Nothing exists in a vacuum, and everything is, in the end, focused on a single unwavering goal: To build real, advocate relationships with your ideal clients that will generate both growth through referrals and the capacity for that growth.How you are perceived
Amazon Customer said Five Stars. Great book.
. You can also find me on LinkedIn at cankedin/in/duncanmacpherson.I am the Head of Advisory Practices at First Trust, a firm known not only for its robust investment product line which includes UITs, ETFs, SMAs and VAs (to name a few), but also for its commitment to the growth of financial advisors. First Trust has helped develop this model through a broad range of investment, advisory and management solutions and I am proud that First Trust has been nationally recognized for this solution