101 Insider Secrets for Marketing to Affluent Women

Today, affluent women no longer fly under the radar when it comes to managing their finances. Educated and knowledgeable, they do not hesitate to fire advisors who do not meet their needs. To thrive (or even survive) as a financial advisor, you need a plan (or even better, a roadmap) for learning how to work effectively with women and couples who have wealth. Affluent clients have a feel for all aspects of planning their financial futures. They want advisors who can effectively communicate and assist them in achieving their goals. They also demand service and are not afraid to leave you if you do not live up to their expectations. To retain their business and earn their referrals requires that you create processes in your financial planning model and deliver the ultimate in client service. Using the knowledge contained in this book, you will glean ways to take your business from where you are to where you want to be. I have selected the best insider secrets that you can act on and capitalize on immediately. You will find them beneficial whether you are already a pro working with affluent women or if you are just realizing how critical this niche will be for growing your practice, while retaining clients and gaining referrals. Affluent women present a huge opportunity for any advisor willing to incorporate the concepts contained in this book, which have been proven to work, over and over again. The opportunities and challenges we face as advisors today are like nothing we have ever experienced. In addition to competition from hundreds of thousands of agents, brokers, banks, and advisors, we have got economic challenges to deal with, including prospects and clients who are scared to do anything. While there are always advisors who are excelling, there are too many who are on the wrong course, holding on by their fingertips. I have found that while the vast majority of advisors want the results that top producers enjoy including clients for life, more referrals, better retention, and an increase in repeat business too often their actions are not producing desired results. Many just do not know what to do and others think they do but get it all wrong. May you use these insider secrets to bring the success you want into your career and your life...Enjoy!
ASIN: 0983957401
VSKU: BVV.0983957401.G
Condition: Good
Author/Artist:Annette Bau
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: The item shows wear from consistent use, but it remains in good condition and works perfectly. All pages and cover are intact including the dust cover, if applicable . Spine may show signs of wear. Pages may include limited notes and highlighting. May NOT include discs, access code or other supplemental materials.