The Connected Advisor
| Author | : | |
| Rating | : | 4.10 (873 Votes) |
| Asin | : | B00B51JLOY |
| Format Type | : | |
| Number of Pages | : | 322 Pages |
| Publish Date | : | 2014-04-17 |
| Language | : | English |
DESCRIPTION:
If you don't read any other book, read THIS one!!! Sydney LeBlanc The Connected Advisor is one of the best books I have read on the subject of practice management for advisors. I liked the format and the step by step approach Maureen used. It is easy to read, and the nice thing is on practically every page is a great strategy, tip, or some advice from a real pro. I also liked the fact that it was inspirational, too. You won't be disappointed if you read the book. I totally recommend it.. "Excellent book for any professional service provider!" according to Fisher. Maureen Wilke has written a book that provides all the steps an advisor needs to take to build a successful practice. Written in an easy to follow format, it provides strategies that have been proven to work.
Maureen Wilke’s workshops, presentations, webcasts, videos and book are known for providing the “how to do it” using a proprietary system with proven strategies, templates, and tools.The CONNECTED Advisor includes:an assessment tool to track and measure resultsthe 80/20 client segmentation with tracking charttemplates for creating your unique brand and service levels – Why You?social media strategiesautomating a 36-touch point client communications calendarclient and prospecting events that win new business and referralsclient reviews with scheduling techniquesstrategic partner and client advisory boardsa special bonus chapter features how to “Capture the $2 Trillion Retirement Rollover Market.Endorsements for The CONNECTED Advisor“I've known and worked with Maureen Wilke for many years. Every advisor, whether just beginning in the business or a seasoned pro, will glean important information from this book.” — Leslie Banks, Senior Product Manager, Morningstar. The CONNECTED Advisor: Eight Months to Building an Extraordinary Practice provides the stra