Are you a financial advisor either just starting in the business,
or an established advisor who wants to re-energize your marketing?
Do you want to specialize in serving a very lucrative and
profitable niche? This book will help you get started: - learn from
the mistakes of countless advisors, and gain access to the tips and
tricks of successful advisors; - decide which lucrative market(s)
to target; - create a strategy to market and sell to your chosen
markets; - market to a particular niche in an efficient manner; -
formulate tactics to give you a step-by-step action plan to achieve
your goals; - create a business plan and marketing plan to help you
hit your revenue goals; - spend more of your time doing the one
thing that is crucial to your success as an FA: selling. The book
teaches you the most important items that were skipped in your
training as a financial advisor: the proper way to set goals, how
to relate goals to the actions that will make you a success, how to
choose a market, and how to market to the right people.
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