Systematic Advisor Marketing: How Financial Advisors Can Strategically Attract, Convert, & Retain More Clients - Softcover

Cook, Kendell ; Baer, David

9798607002480: Systematic Advisor Marketing: How Financial Advisors Can Strategically Attract, Convert, & Retain More Clients

Softcover

ISBN 13: 9798607002480

Publisher: Independently published, 2020

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For Financial Advisors Who Want To Break Away From The CrowdThe Advisor Inbound Method teaches a simple, strategic approach to grow and maintain a thriving advisory practice.Inside you’ll discover:•The biggest time-wasters “average” advisors focus on, and how you can avoid getting caught in the same trap.•The critical sales activity everyone knows, but nobody does to earn more clients - and how you can leverage it to outpace your competitors.•A little tweak to your onboarding process that can extend your clients’ loyalty to you for years.•The most overlooked numbers in your business, and how you can use them effectively to maximize your profits.•One simple phrase that can turn your best clients into referral machines happy to send more business your way.

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