full screen
Home > Business & Economics > Business & management > Business competition > The Ascendant Advisor
The Ascendant Advisor

The Ascendant Advisor


     0     
5
4
3
2
1



International Edition


About the Book

The trajectory of the financial advisory profession hit an inflection point during the COVID-19 pandemic. Although the industry was already challenging for advisors prior to the pandemic, largely as a result of a changing regulatory environment and evolving products, services and technologies, COVID-19 compounded these challenges and made face-to-face business development, an advisor's bread and butter, even more difficult.

So, what are financial advisors supposed to do about this? Curl up and hide? Coast for the next decade or so before simply retiring? Not going to happen. Advisors are among the largest cohort of entrepreneurs, most of whom built their business from the ground up. They will fight to survive and thrive in their new reality.

The financial advisor's path forward requires a shift in mindset and a little bit of creativity. Now more than ever, financial advisors need strategies to position themselves as subject matter experts by leveraging all the technological and social media platforms available to them. And they need strategies grounded in content creation to better position themselves against the competition and to help them build stronger businesses for today, and for the future.

Written by two of the financial services industry's leading marketing professionals, The Ascendant Advisor is likely the most important book a financial advisor will read when building and maintaining the value of their business. It provides page after page of easy-to-learn and easy-to-use strategies for financial advisors to create engaging content, as well as offering strategies for distributing that content to the right audiences. The outcome of reading and implementing the strategies offered within The Ascendant Advisor is stronger relationships and a business that is valuable enough to pass on to the next generation, or to sell for a life-changing profit.


Best Sellers



Product Details
  • ISBN-13: 9781783241972
  • Publisher: Wordzworth Publishing
  • Publisher Imprint: Wordzworth Publishing
  • Height: 216 mm
  • No of Pages: 268
  • Spine Width: 15 mm
  • Weight: 394 gr
  • ISBN-10: 1783241977
  • Publisher Date: 25 Mar 2021
  • Binding: Paperback
  • Language: English
  • Returnable: N
  • Sub Title: Effective strategies for financial advisors to rise above competitors and client expectations in a post-pandemic world.
  • Width: 140 mm


Similar Products

Add Photo
Add Photo

Customer Reviews

REVIEWS      0     
Click Here To Be The First to Review this Product
The Ascendant Advisor
Wordzworth Publishing -
The Ascendant Advisor
Writing guidlines
We want to publish your review, so please:
  • keep your review on the product. Review's that defame author's character will be rejected.
  • Keep your review focused on the product.
  • Avoid writing about customer service. contact us instead if you have issue requiring immediate attention.
  • Refrain from mentioning competitors or the specific price you paid for the product.
  • Do not include any personally identifiable information, such as full names.

The Ascendant Advisor

Required fields are marked with *

Review Title*
Review
    Add Photo Add up to 6 photos
    Would you recommend this product to a friend?
    Tag this Book Read more
    Does your review contain spoilers?
    What type of reader best describes you?
    I agree to the terms & conditions
    You may receive emails regarding this submission. Any emails will include the ability to opt-out of future communications.

    CUSTOMER RATINGS AND REVIEWS AND QUESTIONS AND ANSWERS TERMS OF USE

    These Terms of Use govern your conduct associated with the Customer Ratings and Reviews and/or Questions and Answers service offered by Booksbay (the "CRR Service").


    By submitting any content to Booksbay, you guarantee that:
    • You are the sole author and owner of the intellectual property rights in the content;
    • All "moral rights" that you may have in such content have been voluntarily waived by you;
    • All content that you post is accurate;
    • You are at least 13 years old;
    • Use of the content you supply does not violate these Terms of Use and will not cause injury to any person or entity.
    You further agree that you may not submit any content:
    • That is known by you to be false, inaccurate or misleading;
    • That infringes any third party's copyright, patent, trademark, trade secret or other proprietary rights or rights of publicity or privacy;
    • That violates any law, statute, ordinance or regulation (including, but not limited to, those governing, consumer protection, unfair competition, anti-discrimination or false advertising);
    • That is, or may reasonably be considered to be, defamatory, libelous, hateful, racially or religiously biased or offensive, unlawfully threatening or unlawfully harassing to any individual, partnership or corporation;
    • For which you were compensated or granted any consideration by any unapproved third party;
    • That includes any information that references other websites, addresses, email addresses, contact information or phone numbers;
    • That contains any computer viruses, worms or other potentially damaging computer programs or files.
    You agree to indemnify and hold Booksbay (and its officers, directors, agents, subsidiaries, joint ventures, employees and third-party service providers, including but not limited to Bazaarvoice, Inc.), harmless from all claims, demands, and damages (actual and consequential) of every kind and nature, known and unknown including reasonable attorneys' fees, arising out of a breach of your representations and warranties set forth above, or your violation of any law or the rights of a third party.


    For any content that you submit, you grant Booksbay a perpetual, irrevocable, royalty-free, transferable right and license to use, copy, modify, delete in its entirety, adapt, publish, translate, create derivative works from and/or sell, transfer, and/or distribute such content and/or incorporate such content into any form, medium or technology throughout the world without compensation to you. Additionally,  Booksbay may transfer or share any personal information that you submit with its third-party service providers, including but not limited to Bazaarvoice, Inc. in accordance with  Privacy Policy


    All content that you submit may be used at Booksbay's sole discretion. Booksbay reserves the right to change, condense, withhold publication, remove or delete any content on Booksbay's website that Booksbay deems, in its sole discretion, to violate the content guidelines or any other provision of these Terms of Use.  Booksbay does not guarantee that you will have any recourse through Booksbay to edit or delete any content you have submitted. Ratings and written comments are generally posted within two to four business days. However, Booksbay reserves the right to remove or to refuse to post any submission to the extent authorized by law. You acknowledge that you, not Booksbay, are responsible for the contents of your submission. None of the content that you submit shall be subject to any obligation of confidence on the part of Booksbay, its agents, subsidiaries, affiliates, partners or third party service providers (including but not limited to Bazaarvoice, Inc.)and their respective directors, officers and employees.

    Accept

    New Arrivals



    Inspired by your browsing history


    Your review has been submitted!

    You've already reviewed this product!