Guerrilla Marketing for Financial Advisors : Transforming Financial Professionals through Practice Management

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Guerrilla Marketing for Financial Advisors : Transforming Financial Professionals through Practice Management

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  • 製本 Paperback:紙装版/ペーパーバック版/ページ数 388 p.
  • 言語 ENG
  • 商品コード 9781630478131
  • DDC分類 332.60688

Full Description

The number one issue for financial professionals is capacity. What is the number one way to constantly build capacity in your financial services business? What blind spot is holding you back from achieving more? Does it seem there is never enough time to grow? It's time for you to implement the missing practice management processes into your financial business so you can build your ideal business.

Based on extensive financial industry practice management research, proven marketing strategies from Guerrilla Marketing legend Jay Conrad Levinson and over 27 years of unique financial industry experience, Grant Hicks has created simple yet easy to implement strategies for any financial professional to build and manage capacity in their practice.

Research shows that a majority of financial professionals do not have detailed practice management processes including: a unique value proposition clearly articulated, a formal feedback system for clients, a clear definition of an ideal client and a process for attracting ideal clients. Learn strategies to build your ideal capacity, and increase your revenue by up to 33%, through unique practice management processes.

Quickly learn how to:

Identify and attract better ideal clients to manage your growth effectively

Manage your time to achieve consistent double digit growth and manage capacity issues

Gather more revenue and get more referrals by implementing proven processes

Inspire clients to act quickly through articulating your ideal client experience and case studies

Build key practice management processes to build ideal capacity such as feedback and your value proposition

Save yourself valuable time. By implementing just one new process, you will be on the path to your ideal capacity and ultimately your ideal practice.

Contents

CHAPTER ONE: What is practice management all about?

CHAPTER TWO: The Why of practice management

CHAPTER THREE: Ideal client acquisition

CHAPTER FOUR Key practice management processes

CHAPTER FIVE: Enhanced ideal client experience

CHAPTER SIX: Key Metrics

CHAPTER SEVEN: Building Capacity

CHAPTER EIGHT: Your ideal lifestyle

CHAPTER NINE: Practice management resources

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