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You've Been Framed

Sclafani, Ray

5 ratings by GoodReads
ISBN 10: 1119062012 / ISBN 13: 9781119062011
Published by John Wiley & Sons Inc
New Condition New 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. Num Pages: 272 pages, illustrations. BIC Classification: KJM; KNST. Category: (P) Professional & Vocational. Dimension: 229 x 160 x 23. Weight in Grams: 666. . 2015. 1st Edition. Hardcover. . . . . Books ship from the US and Ireland. Bookseller Inventory # V9781119062011

About this title:

Synopsis:

Reframe "wealth management" to achieve sustainable success in financial services

You've Been Framedô 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 client's 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 Framedô gives you the perspective you need to thrive in the new financial environment, and achieve sustainable success.

Product Description:

If you are a financial advisor today, chances are ?You?ve Been Framed!?  Whether it?s the firm you?ve chosen to affiliate with or the types of products and services you offer as a wealth advisor, you?re clients and prospective clients often have little understanding of what it is that you do, let alone why you do it.

Whether you are a savvy financial-services entrepreneur ready to expand your business so it becomes dominant among your competitors or you are a more mature advisor moving toward selling your practice, this book will offer you a step-by-step guide for how to frame your business for the ultimate in profitability and sustainability. You will discover everything you need to thrive in the 21st century such as:

  • Powerful techniques for building and showcasing your enterprise value, one that is built on a holistic foundation of wealth management
  • Five must-ask questions designed to help you renew client relationships
  • Proven team-building tools to move you from lone ranger to leader
  • The secret to attracting millennials, who don?t want to simply work with ?daddy?s broker?
  • succession planning tips that allow your business to deliver on its promise to be there for clients through every age and stage
  • A revolutionary mindset that transforms you from directive advisor to trusted advocate

Why settle for being framed? This book will help you proactively reframe your business so you can grow your pipeline of prospects with ease, win the next generation of clients, and deepen your business so that it can thrive without you and you can choose to do for yourself what you coach your clients to do every day: live the life they want to lead.

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Bibliographic Details

Title: You've Been Framed

Publisher: John Wiley & Sons Inc

Binding: Hardcover

Book Condition: New

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