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Books > Business & Economics > Industry & industrial studies > Service industries > Financial services industry
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You've Been Framed - How to Reframe Your Wealth Management Business and Renew Client Relationships (Hardcover)
Loot Price: R702
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You've Been Framed - How to Reframe Your Wealth Management Business and Renew Client Relationships (Hardcover)
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Reframe "wealth management" to achieve sustainable success in
financial services You've Been Framed is a step-by-step guide for
achieving ultimate profitability and sustainability for your
financial advisory firm. Whether you're a savvy entrepreneur ready
to dominate your competitors, or a more experienced advisor moving
toward selling your practice, this guide will help you proactively
reframe your business. You'll learn how to grow your pipeline of
prospects, win the next generation of clients, and deepen your
business so it can thrive without you leaving you free to pursue
what matters to you. Build your business on a holistic foundation
of wealth management and assemble the team that will take you to
the top as you develop a whole new perspective from which to offer
your services. Transform your role from "directive advisor" to
"trusted advocate." Completely shift the paradigm, and make
yourself the de facto solution to your clients' wealth management
issues. Whether it's the firm with which you're affiliated or the
types of products and services you offer, you've been "framed." As
a wealth management advisor, your clients have little understanding
of what you do or why you do it. Even your team may have the wrong
idea. This book helps you clarify and demonstrate the value of your
knowledge and skills, so you can frame your work on your own terms.
* Build and showcase your enterprise value * Renew client
relationships and attract new demographics * Become a leader with
proven team-building tools * Shift your role from advisor to
advocate If you haven't effectively led discussions to co-create
what your business stands for and what differentiates it from
competitors you're losing talent, prospects, and business. You've
Been Framed gives you the perspective you need to thrive in the new
financial environment, and achieve sustainable success.
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