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| financial advisor sales pitch: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| financial advisor sales pitch: So What? Mark Magnacca, 2009-05-06 Supercharge your success by answering the one question everyone cares about, So What?: How to Communicate What Really Matters to Your Audience contains practical techniques, examples, and exercises proven with thousands of winning salespeople, straight from Mark Magnacca, one of the world’s leading sales consultants. It’s tough, but true–the people you’re trying to communicate with, sell to, or convince don’t really care about you. Nor do they care what you’re offering them–until they understand exactly how it’ll benefit them. If you recognize that one hard, cold fact–and you know what to do about it–you’ll make more money, achieve greater success, and even have more fun! Magnacca shows you how to answer the “So What?” question brilliantly, every time–no matter who’s asking it or what you’re trying to achieve. This book will transform the way you communicate: You’ll use it every day to get what you want–in business and in life! |
| financial advisor sales pitch: Knockout Networking for Financial Advisors and Other Sales Producers Michael Goldberg, 2020-03-31 90% of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. And nobody in their firm, agency, branch, or shop trains them how! Knockout Networking for Financial Advisors is the only book written for sales producers in the financial services industry focused on making more connections through networking In the wake of the COVID 19 pandemic, networking, developing relationships, generating referrals, and making important connections are as important as ever. The ideas and approaches in Knock Out Networking for Financial Advisors can be applied immediately to virtual meetings, online networking groups, social media, podcasts, and of course, phone calls. The problem is, most advisors and sales producers are not born networkers; they develop the skills and confidence through education, training, practice, and having a positive attitude. Knockout Networking for Financial Advisors covers everything you need to know about going to the right places (virtual or not!), saying the right things, and meeting the right people―essential skills for a financial advisor or sales producer that's serious about making more and better connections! The result? More prospects, more referrals, and more business. Author Michael Goldberg is a networking specialist, speaker, trainer, author (and boxer!) focused on helping financial advisors, brokers, agents, reps, wholesalers, and other sales producers grow their business or practice through networking. In this must read if youre a financial advisor book, you will learn how to: Confidently meet and greet new people in business settings Further define your Target Market to establish more and better connections Deliver a knockout elevator speech (not a script!) Generate more prospects and referrals from current client base Establish important relationships generating more business opportunities Bottom line, networking is the most effective way to attract more prospects, more referrals, and more business to your corner. Rememberkeep the left up! |
| financial advisor sales pitch: KNOCK-OUT NETWORKING! Michael Goldberg, 2011-04 Knock-Out Networking! is based on Michael Goldberg’s proven system for attracting more prospects, more referrals, and more business to the pipeline. These proven approaches have helped thousands of sales reps, sales managers, business owners, and job searchers change the way they develop relationships. And they will do the same for you! |
| financial advisor sales pitch: The SMART Sales System Michael Halper, 2020-02-27 The SMART Sales System is designed to increase your sales by helping you to improve the most powerful sales tool you have - the words you say when talking with prospects. SMART stands for Sales Messaging and Response Tactics and with that, the system provides clarity for what to say and do during every step of the sales process. The SMART Sales System is unlike all other sales training books and programs in that it is an actual system that you can implement that will tell you exactly what to do (and not do) and what to say (and not say) in all of the common sales prospecting situations you will find yourself in. It does this by providing sales scripts, email templates, questions to ask, objection responses, voicemail scripts, and more. Not only will implementing the system increase your sales, it will also make selling easier, less stressful, and more fun. |
| financial advisor sales pitch: The Irresistible Consultant's Guide to Winning Clients David A. Fields, 2017-03-21 This deeply insightful guide to understanding what clients really want is “an indispensable resource for consultants” (Keith Ferrazzi, #1 New York Times-bestselling author of Never Eat Alone). Independent consulting is a potentially lucrative enterprise—but the reality seldom matches the dream. Most solo consultants and boutique consulting firms are perpetually within six months of bankruptcy due to the sputtering unreliability of their new business engines. The problem, according to international consulting expert David A. Fields, is twofold: 1) lack of a consistent, proven plan, and 2) fundamental misunderstanding about what clients want in a consultant. Fields, who has helped hundreds of consultants and boutique firms worldwide build profitable, sustainable practices, replaces the typical consultant’s mindset of emphasizing expertise and differentiated processes with a focus on building relationships, engendering trust, and solving clients’ existing problems. In The Irresistible Consultant’s Guide to Winning Clients, Fields synthesizes his decades of experience into a step-by-step approach to winning more projects from more clients at higher fees. From nuts-and-bolts business advice and tactics to a deeply insightful breakdown of the human side of a very human profession, Fields, named one of Advertising Age magazine’s “Marketing Top 100,” delivers a comprehensive guidebook that is at once highly approachable and satisfyingly detailed. “If I could have just one book on client strategy, this book would be it.” —Marshall Goldsmith, #1 New York Times–bestselling author of Triggers |
| financial advisor sales pitch: The Bucket Plan® Jason L Smith, 2017-08-29 Worry less. Plan more. Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Readers will learn: • The three biggest dangers for your financial future and how The Bucket Plan helps protect from them • A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it • A surefire way to avoid taking on too much investment risk on money you may need in the near future • Much, much more When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement. |
| financial advisor sales pitch: Fanatical Prospecting Jeb Blount, 2015-09-29 Ditch the failed sales tactics, fill your pipeline, and crush your number With over 500,000 copies sold Fanatical Prospecting gives salespeople, sales leaders, entrepreneurs, and executives a practical, eye-opening guide that clearly explains the why and how behind the most important activity in sales and business development—prospecting. The brutal fact is the number one reason for failure in sales is an empty pipe and the root cause of an empty pipeline is the failure to consistently prospect. By ignoring the muscle of prospecting, many otherwise competent salespeople and sales organizations consistently underperform. Step by step, Jeb Blount outlines his innovative approach to prospecting that works for real people, in the real world, with real prospects. Learn how to keep the pipeline full of qualified opportunities and avoid debilitating sales slumps by leveraging a balanced prospecting methodology across multiple prospecting channels. This book reveals the secrets, techniques, and tips of top earners. You’ll learn: Why the 30-Day Rule is critical for keeping the pipeline full Why understanding the Law of Replacement is the key to avoiding sales slumps How to leverage the Law of Familiarity to reduce prospecting friction and avoid rejection The 5 C’s of Social Selling and how to use them to get prospects to call you How to use the simple 5 Step Telephone Framework to get more appointments fast How to double call backs with a powerful voice mail technique How to leverage the powerful 4 Step Email Prospecting Framework to create emails that compel prospects to respond How to get text working for you with the 7 Step Text Message Prospecting Framework And there is so much more! Fanatical Prospecting is filled with the high-powered strategies, techniques, and tools you need to fill your pipeline with high quality opportunities. In the most comprehensive book ever written about sales prospecting, Jeb Blount reveals the real secret to improving sales productivity and growing your income fast. You’ll gain the power to blow through resistance and objections, gain more appointments, start more sales conversations, and close more sales. Break free from the fear and frustration that is holding you and your team back from effective and consistent prospecting. It's time to get off the feast or famine sales roller-coaster for good! |
| financial advisor sales pitch: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-13 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| financial advisor sales pitch: Flip the Script Oren Klaff, 2019-08-13 THE BESTSELLING AUTHOR OF PITCH ANYTHING IS BACK TO FLIP YOUR ENTIRE APPROACH TO PERSUASION. Is there anything worse than a high-pressure salesperson pushing you to say yes (then sign on the dotted line) before you're ready? If there's one lesson Oren Klaff has learned over decades of pitching, presenting, and closing long-shot, high-stakes deals, it's that people are sick of being marketed and sold to. Most of all, they hate being told what to think. The more you push them, the more they resist. What people love, however, is coming up with a great idea on their own, even if it's the idea you were guiding them to have all along. Often, the only way to get someone to sign is to make them feel like they're smarter than you. That's why Oren is throwing out the old playbook on persuasion. Instead, he'll show you a new approach that works on this simple insight: Everyone trusts their own ideas. If, rather than pushing your idea on your buyer, you can guide them to discover it on their own, they'll believe it, trust it, and get excited about it. Then they'll buy in and feel good about the chance to work with you. That might sound easier said than done, but Oren has taught thousands of people how to do it with a series of simple steps that anyone can follow in any situation. And as you'll see in this book, Oren has been in a lot of different situations. He'll show you how he got a billionaire to take him seriously, how he got a venture capital firm to cough up capital, and how he made a skeptical Swiss banker see him as an expert in banking. He'll even show you how to become so compelling that buyers are even more attracted to you than to your product. These days, it's not enough to make a great pitch. To get attention, create trust, and close the deal, you need to flip the script. |
| financial advisor sales pitch: Conversations That Sell Nancy Bleeke, 2013 Winner of the Top Sales World Magazine's 2013 Top Sales Marketing Book Award, Gold Medal |
| financial advisor sales pitch: Financial Advisors Sales Training Gerard Assey, 2023-07-24 ‘Financial Advisors Sales Training: A Financial Advisor’s Master Guide to Selling Successfully’ is a comprehensive guide designed to equip aspiring and seasoned financial advisors with the essential skills and strategies needed to excel in selling financial services. Drawing on industry expertise, this book covers a wide range of topics, including understanding the role of a financial advisor, knowing different financial products and services, identifying target markets, establishing credibility and trust, mastering the sales process, leveraging technology, and navigating complex sales situations. Using a Unique 8 Step Sales Model: C.H.A.M.P.I.O.N. that equips one with the key steps to selling with practical examples, case studies, and actionable strategies at each step, readers will learn effective prospecting and lead generation, presenting and selling financial services, closing techniques, and maximizing customer lifetime value. Ethical considerations, continuous learning, and cultivating a growth mindset are also emphasized. This book serves as a valuable resource for financial advisors seeking to enhance their sales skills, build strong client relationships, and achieve long-term success in the dynamic world of financial services. So whether you are a seasoned professional or just starting your career, this master-book will provide you with valuable insights, practical strategies, and real-world examples to stand out as a Champion. |
| financial advisor sales pitch: Insight Selling Mike Schultz, John E. Doerr, 2014-04-30 What do winners of major sales do differently than the sellers who almost won, but ultimately came in second place? Mike Schultz and John Doerr, bestselling authors and world-renowned sales experts, set out to find the answer. They studied more than 700 business-to-business purchases made by buyers who represented a total of $3.1 billion in annual purchasing power. When they compared the winners to the second-place finishers, they found surprising results. Not only do sales winners sell differently, they sell radically differently, than the second-place finishers. In recent years, buyers have increasingly seen products and services as replaceable. You might think this would mean that the sale goes to the lowest bidder. Not true! A new breed of seller—the insight seller—is winning the sale with strong prices and margins even in the face of increasing competition and commoditization. In Insight Selling, Schultz and Doerr share the surprising results of their research on what sales winners do differently, and outline exactly what you need to do to transform yourself and your team into insight sellers. They introduce a simple three-level model based on what buyers say tip the scales in favor of the winners: Level 1 Connect. Winners connect the dots between customer needs and company solutions, while also connecting with buyers as people. Level 2 Convince. Winners convince buyers that they can achieve maximum return, that the risks are acceptable, and that the seller is the best choice among all options. Level 3 Collaborate. Winners collaborate with buyers by bringing new ideas to the table, delivering new ideas and insights, and working with buyers as a team. They also found that much of the popular and current advice given to sellers can damage sales results. Insight Selling is both a strategic and tactical guide that will separate the good advice from the bad, and teach you how to put the three levels of selling to work to inspire buyers, influence their agendas, and maximize value. If you want to find yourself and your team in the winner's circle more often, this book is a must-read. |
| financial advisor sales pitch: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-09 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| financial advisor sales pitch: Professional Financial Advisor II John J. De Goey, 2006 Sweeping changes have hit the financial services industry at the same time as more and more Canadians are turning to professionals to invest their money. Consumers want to work with qualified professionals, but are often left to work with narrow, product-based sales representatives. |
| financial advisor sales pitch: Ernst & Young's Personal Financial Planning Guide Ernst & Young LLP, Martin Nissenbaum, Barbara J. Raasch, Charles L. Ratner, 2004-10-06 If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife. |
| financial advisor sales pitch: How to Sell Anything to Anybody Joe Girard, 2006-02-07 Joe Girard was an example of a young man with perseverance and determination. Joe began his working career as a shoeshine boy. He moved on to be a newsboy for the Detroit Free Press at nine years old, then a dishwasher, a delivery boy, stove assembler, and home building contractor. He was thrown out of high school, fired from more than forty jobs, and lasted only ninety-seven days in the U.S. Army. Some said that Joe was doomed for failure. He proved them wrong. When Joe started his job as a salesman with a Chevrolet agency in Eastpointe, Michigan, he finally found his niche. Before leaving Chevrolet, Joe sold enough cars to put him in the Guinness Book of World Records as 'the world's greatest salesman' for twelve consecutive years. Here, he shares his winning techniques in this step-by-step book, including how to: o Read a customer like a book and keep that customer for life o Convince people reluctant to buy by selling them the right way o Develop priceless information from a two-minute phone call o Make word-of-mouth your most successful tool Informative, entertaining, and inspiring, HOW TO SELL ANYTHING TO ANYBODY is a timeless classic and an indispensable tool for anyone new to the sales market. |
| financial advisor sales pitch: Rich Dad's Who Took My Money? Robert T. Kiyosaki, Sharon L. Lechter, 2004-05-01 Reveals how to actually speed up and maximize the return on investments to achieve total financial independence. |
| financial advisor sales pitch: The Dan Sullivan Question Dan Sullivan, 2009 |
| financial advisor sales pitch: The Financial Advisor M&A Guidebook Greg Friedman, Shaun Kapusinski, 2018-12-19 With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success. |
| financial advisor sales pitch: Becoming a Trusted Business Advisor William Reeb, Dominic Cingoranelli, 2016-11-07 Being your clients’ Most Trusted Business Advisor is not about selling and making pitches. It’s really about showing an interest in your clients, asking the kind of questions that will help you learn what is important to them, and then listening. Based on the AICPA’s successful Trusted Business Advisor Program and intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that. By the time you finish working through the book’s helpful forms and exercises you will be better able to: have critical conversations with your clients ask the right questions effectively be a better listener easily identify services that will add value to your clients’ organizations avoid administrative pitfalls throughout the process effectively market your services, and profitably grow your practice Find out how to uncover critical client needs in ten minutes or less, how to help your clients prioritize their wish lists, and how to help them quantify the value of addressing each of the issues that keep them awake at night! |
| financial advisor sales pitch: Financial DNA® Hugh Massie, 2006-02-02 Hugh addresses what I believe is the most important aspect of achieving economic freedom: Know Thyself! The financial planning community owes a great deal to Hugh for his contributions. --Elizabeth Jetton, CFP, Strategic Advisor, Mercer Advisors, Inc., and 2005 Chair of the Financial Planning Association A great lesson in knowing how you are hard-wired to behave and communicate in planning your personal finances is more important than the technical and product aspects of money management. --Susan Bradley, CFP, founder of Women, Meaning, and Money and bestselling author of Sudden Money Financial DNA? nailed both of us, generating new communication and exciting insights among our team members. It's helping us to grow both personally and professionally. It's more than a good read, it's a virtual experience! --Robert A. Esperti and Renno L. Peterson, authors of numerous estate and wealth-planning books, Directors of two Institutes at Michigan State University, and founders of the National Charitable Initiative The process Hugh has developed truly identifies the behavioral issues that get in the way of functional family relationships and in a very practical way builds a bridge to protect the wealth and harmony of the family. --V. Thane Stenner, FCSI, CIM, First Vice President, T. Stenner Group(TM) national bestselling author of True Wealth: An Expert Guide for High-Net-Worth Individuals (and Their Advisors) Very powerful behavioral insight that will give you the formula to transform the way you think about building the quality of your life, starting with understanding yourself in a new way. --Nick Kalikajaros, Head of Private Banking, St. George Bank, Sydney, Australia |
| financial advisor sales pitch: The 5 Mistakes Every Investor Makes and How to Avoid Them Peter Mallouk, 2014-07-22 Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction. |
| financial advisor sales pitch: The Investment Answer Gordon Murray, Daniel C. Goldie, 2011-01-12 What if there were a way to cut through all the financial mumbo-jumbo? Wouldn't it be great if someone could really explain to us-in plain and simple English-the basics we must know about investing in order to insure our financial freedom? At last, here's good news. Jargon-free and written for all investors-experienced, beginner, and everyone in between-The Investment Answer distills the process into just five decisions-five straightforward choices that can lead to safe and sound ways to manage your money. When Wall Street veteran Gordon Murray told his good friend and financial advisor, Dan Goldie, that he had only six months to live, Dan responded, Do you want to write that book you've always wanted to do? The result is this eminently valuable primer which can be read and understood in one sitting, and has advice that benefits you, not Wall Street and the rest of the traditional financial services industry. The Investment Answer asks readers to make five basic but key decisions to stack the investment odds in their favor. The advice is simple, easy-to-follow, and effective, and can lead to a more profitable portfolio for every investor. Specifically: Should I invest on my own or seek help from an investment professional? How should I allocate my investments among stocks, bonds, and cash? Which specific asset classes within these broad categories should I include in my portfolio? Should I take an actively managed approach to investing, or follow a passive alternative? When should I sell assets and when should I buy more? In a world of fast-talking traders who believe that they can game the system and a market characterized by instability, this extraordinary and timely book offers guidance every investor should have. |
| financial advisor sales pitch: Way of the Wolf Jordan Belfort, 2017-09-26 Jordan Belfort—immortalized by Leonardo DiCaprio in the hit movie The Wolf of Wall Street—reveals the step-by-step sales and persuasion system proven to turn anyone into a sales-closing, money-earning rock star. For the first time ever, Jordan Belfort opens his playbook and gives you access to his exclusive step-by-step system—the same system he used to create massive wealth for himself, his clients, and his sales teams. Until now this revolutionary program was only available through Jordan’s $1,997 online training. Now, in Way of the Wolf, Belfort is ready to unleash the power of persuasion to a whole new generation, revealing how anyone can bounce back from devastating setbacks, master the art of persuasion, and build wealth. Every technique, every strategy, and every tip has been tested and proven to work in real-life situations. Written in his own inimitable voice, Way of the Wolf cracks the code on how to persuade anyone to do anything, and coaches readers—regardless of age, education, or skill level—to be a master sales person, negotiator, closer, entrepreneur, or speaker. |
| financial advisor sales pitch: Women & Money (Revised and Updated) Suze Orman, 2018-09-11 Achieve financial peace of mind with the million-copy #1 New York Times bestseller, now revised and updated, featuring an entirely new Financial Empowerment Plan and a bonus chapter on investing. The time has never been more right for women to take control of their finances. The lessons, revelations, and shocks of the past few years have made it clear that standing in our truth is the only way to care for ourselves, our families, and our finances. With her signature mix of insight, compassion, and practical advice, Suze equips women with the financial knowledge and emotional awareness to overcome the blocks that have kept them from acting in the best interest of their money—and themselves. Whether you are single or in a committed relationship, a successful professional, a worker struggling to make ends meet, a stay-at-home parent, or a creative soul, Suze offers the possibility of living a life of true wealth, a life in which you own the power to control your destiny. At the center of this fully revised and updated edition, Suze presents an all-new Financial Empowerment Plan, designed to get you to a place of emotional and financial security as quickly as possible—because the most precious commodity women have is time. Divided into four essential components, the plan will teach you how to • Protect yourself • Spend smart • Build your future • Give to others Also included is a bonus chapter on investing—for those who are living by Suze’s unbreakable financial ground rules and ready to learn how to invest with confidence. Women & Money speaks to every mother, daughter, grandmother, sister, and wife. It gives readers the opportunity to tap into Suze’s unique spirit, people-first wisdom, and unparalleled appreciation that for women, money itself is not the end goal. It’s the means to living a full and meaningful life. |
| financial advisor sales pitch: How I Invest My Money Brian Portnoy, Joshua Brown, 2020-11-17 The world of investing normally sees experts telling us the 'right' way to manage our money. How often do these experts pull back the curtain and tell us how they invest their own money? Never. How I Invest My Money changes that. In this unprecedented collection, 25 financial experts share how they navigate markets with their own capital. In this honest rendering of how they invest, save, spend, give, and borrow, this group of portfolio managers, financial advisors, venture capitalists and other experts detail the 'how' and the 'why' of their investments. They share stories about their childhood, their families, the struggles they face and the aspirations they hold. Sometimes raw, always revealing, these stories detail the indelible relationship between our money and our values. Taken as a whole, these essays powerfully demonstrate that there is no single 'right' way to save, spend, and invest. We see a kaleidoscope of perspectives on stocks, bonds, real assets, funds, charity, and other means of achieving the life one desires. With engaging illustrations throughout by Carl Richards, How I Invest My Money inspires readers to think creatively about their financial decisions and how money figures in the broader quest for a contented life. With contributions from: Morgan Housel, Christine Benz, Brian Portnoy, Joshua Brown, Bob Seawright, Carolyn McClanahan, Tyrone Ross, Dasarte Yarnway, Nina O'Neal, Debbie Freeman, Shirl Penney, Ted Seides, Ashby Daniels, Blair duQuesnay, Leighann Miko, Perth Tolle, Josh Rogers, Jenny Harrington, Mike Underhill, Dan Egan, Howard Lindzon, Ryan Krueger, Lazetta Rainey Braxton, Rita Cheng, Alex Chalekian |
| financial advisor sales pitch: Renovating Retirement Charlie Jewett, 2016-05-01 The financial planning industry needs a spanking and I'm declaring myself the one to do it. I'm going to piss a lot of people off and I'm OK with that. I don't need you or anyone to like me. If you are an open-minded human being, interested in the truth, no matter how shocking it may be, you are going love this book. |
| financial advisor sales pitch: The Professional Financial Advisor III: Putting Transparency and Integrity First John J. De Goey, 2014 |
| financial advisor sales pitch: Killing Sacred Cows Garrett B. Gunderson, Stephen Palmer, 2008 Our culture is riddled with destructive myths about money and prosperity that are severely limiting our power, creativity, and financial potential. In Killing Sacred Cows, Garrett B Gunderson boldly exposes ingrained fallacies and misguided traditions in the world of per-sonal finance. He presents a revolutionary perspective that can create unprecedented opportu-nity and wealth for individuals. Our financial lives are intimately connected to our societal contributions, and we must be financially free in order to achieve our fullest potential. Yet most people are held captive in their financial lives by misinformation, propaganda, and lack of knowledge. Through well-reasoned arguments and pitiless logic, Gunderson attacks these sacred cows with revelatory insights, such as: High returns without high risk; Security without a corporate job; Debt that increases your financial productivity; Enjoying your money instead of waiting for retirement. Killing Sacred Cows is a must-read for brave individuals willing to question common assumptions and teachings, overcome the herd mentality, break through financial myths, and live a purpose-ful, passionate, and prosperous life. Investors seeking financial advice in The Little Book That Makes You Rich will find this to be a must-read for anyone who wants to achieve their financial potential today. |
| financial advisor sales pitch: Values-based Financial Planning Bill Bachrach, 2000 Whether you're already well-to-do or just beginning to build a nest egg, this book will help you to make smart financial choices based on what's important to you ... |
| financial advisor sales pitch: Breakubg Through John Bowen, Patricia J. Abram, Jonathan Powell, 2008 The financial services industry offers enormous opportunities for financial advisors who are determined to build highly profitable businesses while serving their clients well. Despite this potential, many advisors never achieve the kind of success they have always wanted. Breaking Through provides a clear road map for these financial advisors. Leveraging extensive empirical research and the authors’ combined decades of experience in the financial services industry; the book presents a comprehensive set of proven business-building strategies. Advisors will first learn how to build a thriving wealth management practice by focusing on the right affluent clients and next implementing a consultative process that will delight and keep those clients for life. They will then learn how to build on this foundation through systematic asset- and client-acquisition techniques, effective strategic alliances with other professional advisors, and sound business management principles. Engaging, informative and thoroughly practical, Breaking Through will serve as a valuable guide to financial advisors seeking to take their businesses to a new and dramatically higher level of success. |
| financial advisor sales pitch: Investment Traps Exposed H. Kent Baker, Vesa Puttonen, 2017-03-20 Investment Traps Exposed helps investors and investment practitioners increase their awareness about the external and internal traps that they or their clients can encounter. |
| financial advisor sales pitch: Joan Garry's Guide to Nonprofit Leadership Joan Garry, 2017-03-06 Nonprofit leadership is messy Nonprofits leaders are optimistic by nature. They believe with time, energy, smarts, strategy and sheer will, they can change the world. But as staff or board leader, you know nonprofits present unique challenges. Too many cooks, not enough money, an abundance of passion. It’s enough to make you feel overwhelmed and alone. The people you help need you to be successful. But there are so many obstacles: a micromanaging board that doesn’t understand its true role; insufficient fundraising and donors who make unreasonable demands; unclear and inconsistent messaging and marketing; a leader who’s a star in her sector but a difficult boss… And yet, many nonprofits do thrive. Joan Garry’s Guide to Nonprofit Leadership will show you how to do just that. Funny, honest, intensely actionable, and based on her decades of experience, this is the book Joan Garry wishes she had when she led GLAAD out of a financial crisis in 1997. Joan will teach you how to: Build a powerhouse board Create an impressive and sustainable fundraising program Become seen as a ‘workplace of choice’ Be a compelling public face of your nonprofit This book will renew your passion for your mission and organization, and help you make a bigger difference in the world. |
| financial advisor sales pitch: The Indispensable LinkedIn Sales Guide for Financial Advisors Kevin Nichols, Matt Oechsli, 2014-01-01 |
| financial advisor sales pitch: Finding My Power Of Want Tony Hebert, 2024-04-01 The instinct to want is present from the start of life, as we all yearn for our first nourishment at birth. “Want” possesses an unquenchable appetite that relentlessly drives us towards the satisfying flavour of success. The insatiable desire for success is an aggressive force that compels us to pursue our dreams relentlessly. Our wants in our life keeps pushing us forward, shaping our actions, goals and feeding our hunger for success. The power of want for family, happiness, productivity, genuine friendships, good fortune, good health, spiritual support, self-confidence, or self-care is inherent in human behaviour. Finding My Power of Want by Tony J. Hebert examines how self-awareness, hard work, preparedness, and community support contribute to achieving goals. Even in the face of doubt and uncertainty, self-awareness serves as our guiding compass to stay on track. The concept of wealth is not heavily tied to want. Wanting good friends, a loving family, a successful career, and genuine happiness all play a role in one's success in life. Hebert's autobiography explores his life journey of discovering the power of want and how it contributed to his career and retirement success. Furthermore, he skillfully tells the story of his personal relationships beginning at age 8 that sparked this ability, offering guidance on how readers can harness their self-awareness to pursue their dreams and goals. The book further explores the power of community and personal ambition, as well as the heartbreaking emptiness that comes when your only support system falls apart. Hebert's book is dedicated to those who made a positive impact on his life, such as coaches, cheerleaders, peers, family, mentors, neighbours, health and church leaders, and the countless volunteers who joined him in bettering their community. He names hundreds of them. Finding My Power of Want is an innovative study of human behaviour, using personal experiences as a map to highlight its significance. This is a must-read for those who want to develop self-awareness and harness their personal power to achieve both their personal and community goals. |
| financial advisor sales pitch: Who's Watching Your Money? Jack Waymire, 2004-03-31 Praise for Who's Watching Your Money? The biggest decision every investor faces is the selection of a trustworthy financial advisor. It is also one of the toughest. There is a lot at stake: your assets and your financial future. So, it pays to make the right choice. With almost one million financial advisors in America, how can you pick the right one? Waymire has the perfect answer. -Paul B. Farrell, JD, PhD, columnist, CBS Marketwatch.com Don't let blind trust determine your financial future. Read Who's Watching Your Money? and learn how you can overcome the daunting task of finding a competent, trustworthy financial advisor. Who's Watching Your Money? is an invaluable guide for the millions of investors who have either unknowingly selected a poor-quality advisor or have yet to find someone to help them achieve their financial goals. Filled with in-depth insights and expert advice, this book skillfully describes the problems associated with finding, evaluating, selecting, and monitoring a financial advisor. To guide you on your journey, Who's Watching Your Money? outlines The 17 Paladin Principles. These proven principles-developed by author Jack Waymire-provide a summary solution that will dramatically increase the probability of finding a quality advisor to help secure your financial future. Knowledge is power, and after reading Who's Watching Your Money?, you'll be empowered to take control of your financial future before you run out of time. |
| financial advisor sales pitch: Eliminate Your Competition Sean O'Shaughnessey, 2018-05-14 Most salespeople lose the deal before they ever get started! It isn't uncommon for the customer to have already made a decision before most salespeople even learn of the opportunity. Most salespeople have to beat the preferred competitor by a significant margin just to be considered equivalent. Don't you wish that you could be the preferred vendor in all of your opportunities? Selling is a difficult career in which to make a living; it is not uncommon to have the commission check denied before the salesperson even gets a chance to win. Analysis of thousands of sales situations has made it phenomenally obvious that most salespeople begin their sales campaign so late in the decision-making process that they are virtually guaranteed to lose the order. To make matters worse, when they do start the campaign early enough, most salespeople do not know how to control the prospect adequately so that they can guarantee their victory. Typical turnover for a sales department is 10-20%. Many companies see turnover that approaches 40-60%! This turnover costs them 50% of their revenue-generating capability. In any organization that exceeds 25% turnover, the loss of trust with the customer can be astounding as the new salesperson tries to rebuild the entire relationship. In any given quarter dozens or hundreds of companies do not make their forecasted numbers and are dramatically punished by Wall Street. This book will provide the management of a company with a framework to teach their salespeople how to attain their quotas with higher profits. It will also allow salespeople to rise to the top of their organization and be the super-achievers who win awards, trips, bonuses, and respect. In this book, I will show you how to eliminate your competition and maximize your commission. |
| financial advisor sales pitch: The Big Investment Lie Michael Edesess, 2007 No professional investing advice is good advice. This hard-hitting book proves it with indisputable facts drawn from scientific research and the author's own thirty-five years of experience in the investment industry. Michael Edesess exposes “The Big Investment Lie”: that an investor will gain by hiring professional advisors to beat the market. He proves that no professional investment advisor or manager has ever consistently and predictably beat market averages, not even Warren Buffett. While The Big Investment Lie allows an entire industry to prosper lavishly, investors invariably lose when they hire professional help. Once you know the truth, you'll want to adopt Edesess's Ten New Commandments for Smart Investing, simple rules you can follow to invest, get a profitable return, and avoid squandering any more of your hard-earned dollars on bogus expertise. |
| financial advisor sales pitch: Personal Finance for Dummies® Eric Tyson, 2009-11-04 If your personal financial knowledge is limited, you're probably not at fault. Personal Finance 101 isn't offered in our schools - not in high school and not even in the best colleges and graduate programs. It should be. (Of course, if it were, I wouldn't be able to write fun and useful books such as this - or maybe they'd use this book in the course!) People keep making the same common financial mistakes over and over - procrastinating and lack of planning, wasteful spending, falling prey to financial salespeople and pitches, failing to do sufficient research before making important financial decisions, and so on. This book can keep you from falling into the same traps and get you going on the best paths. As unfair as it may seem, numerous pitfalls await you when you seek help for your financial problems. The world is filled with biased and bad financial advice. As a practicing financial counselor and now as a writer, I constantly see and hear about the consequences of poor advice. Of course, every profession has bad apples, but too many of the people calling themselves ''financial planners'' have conflicts of interest and an inadequate competence level. All too often, financial advice ignores the big picture and focuses narrowly on investing. Because money is not an end in itself but a part of your whole life, this book helps connect your financial goals and challenges to the rest of your life. You need a broad understanding of personal finance to include all areas of your financial life: spending, taxes, saving and investing, insurance, and planning for major goals like education, buying a home, and retirement.....You want to know the best places to go for your circumstances, so this book contains specific, tried-and-proven recommendations. I also suggest where to turn next if you need more information and help. |
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Google Finance provides real-time market quotes, international exchanges, up-to-date financial news, and analytics to help you make more informed trading and investment decisions.
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Global Business and Financial News, Stock Quotes, and Market Data and Analysis. CNBC is the world leader in business news and real-time financial market coverage. Find fast, actionable...
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Since 1953, First Financial Federal Credit Union has been strengthening the community through volunteering, donations, and financial education. Banking made easy. We’re your partner in …
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