TITLE

You Make a Difference

AUTHOR(S)
Cotton, Wayne
PUB. DATE
July 2003
SOURCE
Advisor Today;Jul2003, Vol. 98 Issue 7, p66
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Discusses ways for financial advisors to deal with difficulties related to contacting new clients. Need to understand that the right way to do business is to have a positive self image by helping prospects understand and solve the types of problems that a financial advisor's company's products and services can solve; Need to realize the difference that one can make in a client's life.
ACCESSION #
10144636

 

Related Articles

  • Edward Jones' Prescott helps clients plan for retirement. Prescott, Katie // Wilson County News;9/16/2015, Vol. 42 Issue 37, p12A 

    The article focuses on financial adviser Katie Prescott of Edward Jones Investments, an investment company, offers tips on financial planning including stocks, bonds, and estate planning for persons and families for planning their retirement.

  • The Power of Pull. Bowen Jr., John J. // Financial Planning;Apr2003, Vol. 33 Issue 4, p37 

    Presents tips on how financial advisers can improve their credibility marketing strategy. Purpose of identifying goals for marketing strategy and tactics; Importance of a well-designed and regularly updated Web site; Benefits of publishing research-based white papers, books and e-mail newsletters.

  • A Five-Step Referral Guide. Cates, Bill // On Wall Street;Jan2003, Vol. 13 Issue 1, p78 

    Discusses critical elements that every successful referral-based financial advisor has incorporated into his or her marketing and practice management efforts. Foundations of a referral business; Suggestion to enhance referability; Poor way to build a reputation and encourage referrals.

  • Choose a Marketing Strategy. Karasik, Paul // On Wall Street;Jan2003, Vol. 13 Issue 1, p81 

    Discusses the foundations of a financial advisor's high-net-worth marketing plan. Referrals considered the most valuable; Reason accountants are probably the perfect source of advisor referrals; Least effective marketing approach for reaching potential affluent clients.

  • MM CPD Centre signs over 3,000 advisers.  // Money Marketing;12/20/2012, p3 

    The article reports on the more than 3,000 advisers signed by the online platform Money Marketing CPD Centre since its launch in October 2012.

  • Chance to win free marketing makeover.  // Money Marketing;3/20/2003, p26 

    Reports that marketing agency Positive Profile is offering readers of the periodical 'Money Marketing' a free analysis of successes and failings of a company's marketing strategy. Launching of a financial services advisory service; Benefits of healthcheck on marketing strategies.

  • Client-Focused Plans. PRINCE, RUSS ALAN; FILE, KAREN MARU // Financial Planning;Mar1999, Vol. 29 Issue 3, p149 

    Offers advice in developing a marketing plan. Marketing as the critical success factor in markets; Marketing gap among financial advisers; Three steps of the client-focused marketing plan process.

  • Anecdotal Evidence. Prince, Russ Alan; File, Karen Maru // Financial Planning;Dec98, Vol. 28 Issue 12, p139 

    Illustrates how financial planners can use anecdotes to deal with their clients. Gain of financial planners by employing anecdotes to clients to deliver their points; Techniques in employing anecdotes.

  • Polishing your image with the press. Chapman, Lisbeth Wiley // Financial Planning;Nov97, Vol. 27 Issue 11, p75 

    Recommends the strategic media marketing approach for developing a financial planner's referrals, revenues and reputation. Media marketing as a critical component of financial marketing; Skill sets that need to be present in any client situation. INSET: Break through as a source for the...

  • Adviser slams Pru for 20% MVR on switch. Selby, Tom // Money Marketing;10/13/2011, p3 

    The article reports on the rejection of the financial advisers on the 20 percent market value reduction (MVR) on a member's with-profits fund when switched to a different Pru product in Great Britain.

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics