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...
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| Format: | eBook |
| Language: | English |
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Hoboken :
Wiley,
2015.
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| Online Access: | Connect to the full text of this electronic book |
Table of Contents:
- 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 PlanningReframe #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 CollateralConclusion; 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