full screen
Home > Business & Economics > Finance & accounting > Finance > Public finance > The Financial Planner's Guide to Client Consideration
The Financial Planner's Guide to Client Consideration

The Financial Planner's Guide to Client Consideration


     0     
5
4
3
2
1



International Edition


About the Book

"Advisors who attempt to put their clients' interest ahead of their own have integrity; advisors who understand that their clients' interest is their interest have wisdom". Hal Rogers (Author). The Financial Advisor's Guide to Client Consideration shows financial advisors how to take care of their clients. Honesty and good service don't set you apart; they are the most basic parameters of a financial advisory practice. This guide goes far beyond these basic expectations, showing advisors how to do more for clients and differentiate themselves through the services they provide. A step-by-step manual with concepts and practical applications including a detailed list of 42 actionable considerations, it includes specific data gathering tools that provide little used but highly effective techniques and strategies advisors can provide their clients. It includes practical, relevant annuity and life insurance analysis worksheets that show advisors how to uncover and prevent hidden pitfalls. The financial advisory industry teaches "marketing", "sales ideas", and "practice management", things that are about advisors. This book is for planners, but about clients. It says, "A financial advisor can't improve his or her practice without doing something more or better for his or her clients". This book says that Life is a Mirror - Life shows us that the reflection of "selling" is "resistance". Quit selling and resistance disappears. Advisors will learn asset categorization strategies that leave clients saying, "So, how do we fix this?" before the advisor even makes a suggestion for recommendation. Advisors will learn how to considerately assist clients to "fire" their current advisor. In some cases, "dismissed" advisors won't even resist because they will know they can't compete. The financial industry appropriately prohibits speaking and writing in terms of "absolutes". There are no absolutes when it comes to risk and performance. These things are not controllable, however, some things are. Probate, at $350 - $400/hour for 6 - 18 months is avoidable. The author provides step-by-step procedures, implemented on a line item basis, which can prevent the need for probate and custom designed Beneficiary Designation forms that can help prevent unintended heirs. As advisors take specific steps that deliver client benefits, their competence and confidence grows exponentially. An advisor who did exceptional things for his or her last client has exceptional self-confidence when meeting with the next high-net-worth potential client. This book includes both esoteric concepts and practical elements that give advisors the foundation for understanding why certain things work the way they do and the real-world skills to put them in to practice. Clients verbally reinforce the use of the strategies covered in this guide when they say to their advisor: "No one ever asked me this before" and "Why didn't my advisor tell me this could happen?" As a final note, this book was primarily written for financial advisors, but consumers may want to use it as a benchmark by which to measure their current financial advisor relationship, or perhaps, to evaluate a potential advisor. The Financial Advisor's Guide to Client Consideration could become the new standard in the financial industry to which all financial advisors aspire.


Best Sellers



Product Details
  • ISBN-13: 9781478738145
  • Publisher: Outskirts Press
  • Publisher Imprint: Outskirts Press
  • Height: 229 mm
  • No of Pages: 114
  • Series Title: English
  • Weight: 376 gr
  • ISBN-10: 1478738146
  • Publisher Date: 28 Nov 2015
  • Binding: Hardback
  • Language: English
  • Returnable: N
  • Spine Width: 11 mm
  • Width: 152 mm


Similar Products

Add Photo
Add Photo

Customer Reviews

REVIEWS      0     
Click Here To Be The First to Review this Product
The Financial Planner's Guide to Client Consideration
Outskirts Press -
The Financial Planner's Guide to Client Consideration
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 Financial Planner's Guide to Client Consideration

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!