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You've been framed : how to reframe your wealth management business and renew client relationships /
"Reframe "wealth management" to achieve sustainable success in financial services You've Been Framed & trade; 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 do...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken :
Wiley,
2015.
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- ""Title page""; ""Copyright""; ""Dedication""; ""Foreword""; ""Acknowledgments""; ""Introduction""; ""Good versus Evil in the Financial Industry""; ""Who This Book Is for""; ""The Goods: What This Book Contains""; ""Joining Together to Create a Noble Profession""; ""How to Read This Book""; ""Conclusion""; ""Notes""; ""PART I You Gotta Believe""; ""CHAPTER 1 You've Been Framed!""; ""What's a Frame?""; ""The Five Levels of Framing""; ""Conclusion""; ""Notes""; ""CHAPTER 2 What the Best in the Business Don't Want You to Know: The Five Wealth Management Reframes""
- ""Reframe #1: I Provide My Clients with Comprehensive Wealth Management That Begins with Outcomes-Based Financial Planning""""Reframe #2: I Partner with My Clients""; ""Reframe #3: My Team Is the Best at Serving OUR Clients""; ""Reframe #4: My Clients and My Team Work Together to Define What Value Our Clients Need and What Value My Team Can Provide""; ""Reframe #5: I BUILD A LEGACY BUSINESS THAT SERVES MULTIPLE GENERATIONS TO COME""; ""Conclusion""; ""Notes""; ""CHAPTER 3 Death of a Salesman/Saleswoman and Rise of the Wealth Advisor""; ""The Mis-Frame""; ""The Roots of the Industry""
- ""Reframing Your Marketing Collateral""""Conclusion""; ""Notes""; ""PART III Now What?""; ""CHAPTER 9 Teaching Others How to Frame You: Renewing Relationships""; ""Delivering the Frame, Delivering the Firm""; ""Transitioning Current Clients to the Team Frame""; ""Acquiring New Clients for Your New Frame""; ""Conclusion""; ""Notes""; ""CHAPTER 10 Sharing the Frame: It's All About Advocacy""; ""What Is a Loyal Advocate?""; ""Building Client Advocates""; ""Building Professional Advocates""; ""Conclusion""; ""Notes""; ""Conclusion Ten Signals of a Successful Reframe""