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Storyselling for Financial Advisors
  • Language: en
  • Pages: 256

Storyselling for Financial Advisors

  • Type: Book
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  • Published: 2000-01-12
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  • Publisher: Kaplan Trade

Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.

Life Centered Financial Planning
  • Language: en
  • Pages: 248

Life Centered Financial Planning

Bring your financial planning to life by bringing life to your financial planning. Life-Centered Financial Planning: How to Deliver Value That Will Never Be Undervalued shows financial planners and advisors how to radically improve the service they provide to their clients by tying their decisions and strategies to their clients’ life events, stages, and goals. Written by distinguished financial professionals Mitch Anthony and Paul Armson, Life-Centered Financial Planning provides readers with practical advice and concrete strategies to revolutionize their organization and client service by: · Focusing on what matters most to clients, rather than maximizing assets under management or pushing products · Understanding that a strong financial plan means more than simply accumulating as much money as possible · Building a business model that is good for everyone involved: the financial advisor, clients, and the organization · Moving from being a commodity to being your client's trusted advisor The book is perfect for any financial planner or advisor who wishes to adapt to the radical redefinition of financial services taking place today.

Your Clients for Life
  • Language: en
  • Pages: 280

Your Clients for Life

The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.

Selling with Emotional Intelligence
  • Language: en
  • Pages: 272

Selling with Emotional Intelligence

Secret to sales success starts with higher emotional intelligence (E.Q.). Improve your E.Q. and watch your sales soar! Emotional Intelligence (E.Q.) is the ability to relate to people and maintain positive relationships, and is now widely regarded as more critical to workplace success than I.Q. Selling With Emotional Intelligence will help sales professionals improve their E.Q. for better performance.

Your Client's Story
  • Language: en
  • Pages: 218

Your Client's Story

Financial services pioneers Scott West and Mitch Anthony spent more than three years studying financial advisors who managed 100 percent of their clients' assets-they were interested in how these advisors had outperformed their peers. What Scott and Mitch found was amazing: the most successful advisors had mastered an innate ability to get their clients to tell them their stories. When these advisors asked clients about their stories, those clients felt interesting, important-and listened to. They shared much more than they would have by simply answering questions on a checklist. Advisors gained a deeper understanding of the the individuals they were working with. The connection between advi...

From the Boiler Room to the Living Room
  • Language: en
  • Pages: 240

From the Boiler Room to the Living Room

Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients' best interests and build heathly—and financially successful—practices at the same time. In From the Boiler Room to the Living Room, Mitch examines where the financial services industry has failed in the past, and what it needs to do to restore trust at both the individual and industry levels. He teaches readers how to better understand the emotional significance of the money that clients entrust to their advisors and the struggles they face as they attempt to get "more life for their money." The book also discusses why venture philosophy, funding single moments, and rethinking one's purpose in life is more important to clients than net worth or asset allocation. Finally, it discusses how to develop dialogues that forge meaningful, long-term client connections—in other words, how to stop selling and start listening.

The New Retirementality
  • Language: en
  • Pages: 231

The New Retirementality

Stop making a living and start making a life with The New Retirementality™ In 2000, when top financial philosopher and bestselling author Mitch Anthony first presented a new way of thinking about retirement, it was novel, and many critics didn't buy into it. Originally written to get the attention of baby boomers, Mitch ended up starting a revolution by showing us that everything we had read about retirement was wrong—we needed a "new retirementality." Fast-forward to today, when most of us are facing a very different retirement: fewer pensions, escalating healthcare costs, and inadequate savings. For many of us, retirement may never happen, or it will take place much later than we expec...

Saint Anthony and Saint Jude
  • Language: en

Saint Anthony and Saint Jude

Beginning with a brief explanation of the communion of saints, this book offers biographies of St. Anthony of Padua and St. Jude and a history of how devotion to these two saints became popular in the United States. The heart of the book presents real-life stories of prayers answered by both these "heavenly helpers."

Strangler
  • Language: en
  • Pages: 360

Strangler

The story of a musical prodigy turned serial killer—including his shocking confession—is exposed in the L.A. Times bestselling author’s true crime classic. To the outside world, Anthony Allen Shore was an average guy: a twice-divorced father who drove a tow truck in suburban Houston. But in his mind he was a superstar. A musical prodigy who never realized his potential, Shore decided to outsmart society by getting away with murder. And he wanted the whole world to know it. After brutally killing a sixteen-year-old girl, he told the local NBC affiliate precisely where to find her body. Eight years passed before DNA evidence caught up with Shore. Subsequent police investigations revealed a violent megalomaniac who had sexually abused his own daughters. He confessed to murdering four females, one only nine years old. And he hinted at many more—leading authorities to suspect he might be the notorious “I-45 Serial Killer.” In Strangler, bestselling author Corey Mitchell recounts the case from its twisted beginnings to its chilling conclusion.

The Aladdin Factor
  • Language: en
  • Pages: 306

The Aladdin Factor

  • Type: Book
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  • Published: 1995-10-01
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  • Publisher: Penguin

Learn how to get everything you want with this motivational book from the #1 New York Times bestselling authors of the Chicken Soup for the Soul series. Anything is possible...if you dare to ask! Personal happiness. Creative fulfillment. Professional success. Freedom from fear—and a new promise of joy that's yours for the asking. We have the ability at our fingertips to achieve these things. It's the Aladdin Factor: the magical wellspring of confidence, desire—and the willingness to ask—that allows us to make wishes come true. Now bestselling motivational authors Jack Canfield and Mark Victor Hansen introduce us to the Aladdin Factor—and help us put it into effect in our own lives. The Aladdin Factor helps us by pinpointing the major stumbling blocks to asking—and teaching simple techniques to overcome them. With inspirational stories about people who have succeeded by asking for what they want, this book shows us how to turn our lives around—no matter what kind of obstacles we face. And with this knowledge, we can reap the riches of a truly well-lived life—a treasure that comes not from an enchanted lamp, but from the heart.