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Handbooks for the Professional Financial Advisor - Team Building for Financial AdvisorsEbook Enhance client services, grow your business and improve your life

Handbooks for the Professional Financial Advisor – Team Building for Financial AdvisorsEbook Enhance client services, grow your business and improve your life

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Building and nurturing a team will allow an advisor to expand services to existing clients and pursue more clients resulting in a bigger and happier clientele. Over her 33-year career as a financial advisor, Christine’s team grew from sharing an assistant with 3 other advisors to a team of 6.5 plus herself. She believes her practice would have plateaued at about 20% of her final practice (revenue and assets under management) if she had been unwilling to build a team and delegate. Early in her career the team gave Christine the time to pursue new clients, as well as develop…

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SKU: ZPPUHMN8095277741394
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Description

Building and nurturing a team will allow an advisor to expand services to existing clients and pursue more clients resulting in a bigger and happier clientele.

Over her 33-year career as a financial advisor, Christine’s team grew from sharing an assistant with 3 other advisors to a team of 6.5 plus herself. She believes her practice would have plateaued at about 20% of her final practice (revenue and assets under management) if she had been unwilling to build a team and delegate. Early in her career the team gave Christine the time to pursue new clients, as well as develop services and processes. Late in her career the team allowed Chris to work less and provided her with successors upon retirement.

In this book Christine discusses:

  • Benefits of Team Building
  • Delegation and Supervision
  • Outsourcing
  • When to Add a Team Member
  • Hiring New Team Members
  • Training Team Members
  • Team Structure
  • Team Compensation
  • Motivating/Inspiring the Team
  • Team Meetings
  • Team Member Relationships
  • Team Member Turnover
  • Team Member Duties
Langue
en
Version
livre numérique
Date de sortie initiale
02 juin 2021
Format ebook
EPUB2

Personnes impliquées

Auteur principal

Christine Timms

Editeur principal

CT Financial Press

Options de lecture

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Android (smartphone et tablette)Ordinateur de bureau (Mac et Windows)Lecteur électronique KoboiOS (smartphone et tablette)Windows (smartphone et tablette)

Informations sur le fabricant

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Les informations du fabricant ne sont actuellement pas disponibles

Autres spécifications

Livre d‘étude
Non
Édition
1

EAN

EAN
9781777314521

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Catégories

Développement personnel

Économie et Finance

Livres de gestion

Finances et Comptabilité

Carrière et Succès

Leadership et Coaching

Finances

Investir

Livres

Livre, ebook ou livre audio ?

Ebook

Disponibilité

Disponible à l’adresse suivante

Langue

Anglais

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