the-pocket-guideSelling is probably the last thing many who enter the financial advisory profession were thinking of doing when they decided to become advisors. They may not have considered the “people” aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy.
The book recognizes selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you—or someone on your team—need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.

If you are a financial professional looking for the right tools to grow your business, deal with clients more effectively and plan intelligently for the future then the concise, easy-to-follow precepts in this guide will be an invaluable resource for you and your firm.

“This ‘little’ book is packed with so many good ideas from strategic to tactical. I highly recommend it to any financial advisor who needs a business building boost.”