Learn valuable career tips from a 20-year veteran of the industry who was both an advisor and a sales manager!
Whether you are just beginning your career as a Sales Manager in the financial services industry or if you are considering a career as a sales manager, this book can give you ideas that will help you make the right career decisions!
Learn how to:
- Become a better sales manager today!
- Avoid the biggest career killers for managers!
- Use Compliance tools to make better sales.
- Create new sales opportunity from the operations area.
- Create a business development plan for your advisors.
- Increase the quantity of sales while improving the quality, too!
- Host effective Client Appreciation events.
- Use Client Advisory councils to improve relationships...and assets!
- Host a "Blow them away" sales meeting that enhances sales tomorrow.
- Learn to "Coach" the right way and do it for everyone on your team - not just your advisors!

The Complete Financial Advisor- Creating Exceptional Careers for Financial Advisors! The 7 Steps to Becoming a Complete Financial Advisor in Today's marketplace are the cornerstone to this book. This is a "how to" career book for someone considering a career as a financial advisor, someone having just begun their career as an advisor, or an advisor struggling to build a successful career and become a million dollar producer!
This book can help you become a better advisor today! The book discusses the 3 primary steps in building a million dollar practice-the advisor, the client, and the practice-and the keys to gaining the rewards a career as an advisor can bring. As an advisor you need to be in the right channel for your personality and selling style; when prospecting, you need to know what type of client to look for, where they are, and what attracts them to an advisor, and then you need to build the office/practice environment that the high net worth client expects- "The Concierge Level practice"!
The book also discusses marketing strategies, referral strategies, and professional designations. Get "in the zone," revitalize and reenergize your career, and look forward to getting to work each and every day!
Don't be part of the more than 80% of advisors that fail after 4 years and start being part of the top 20% that succeed! Get the rewards from life that you deserve with a successful career as a Complete Financial Advisor!
Business franchises succeed and go it alone small business fail because of one factor- they have a business plan and they "don't wing it!" This book gives today's advisor a business plan for success! Stop "winging it" and become a Complete FinancialAdvisor today!