Best Practices of Elite Advisors (Audible Audio Edition) Matt Oechsli David Moran Stephen Boswell The Oechsli Institute Books
Download As PDF : Best Practices of Elite Advisors (Audible Audio Edition) Matt Oechsli David Moran Stephen Boswell The Oechsli Institute Books
The quickest way for a financial advisor to become an elite advisor is to model the Best Practices of Elite Advisors. This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite. In a way, this book will serve as your surrogate role model. Why is this necessary, you might ask? Because top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today.
This is a new world. In today's environment, relationship management and relationship marketing are inextricably linked. Elite advisors have discovered that by expanding relationships with their affluent clients, getting more personal with husband and wife, they are able to strengthen these relationships while simultaneously penetrating spheres-of-influence. It's a beautiful process. This type of personal approach is built upon solid business practices. Elite advisors have highly efficient practice management systems, a well-defined wealth management process, and a system for high level personal service. It's hard work, but very rewarding for everyone involved.
From our 35 years of coaching and training, we know that elite advisor status is possible for every financial professional, regardless of background, personality type, or natural sales ability. With the right focus and dedication, big results are possible. Your journey begins today.
Best Practices of Elite Advisors (Audible Audio Edition) Matt Oechsli David Moran Stephen Boswell The Oechsli Institute Books
Great book for advisors looking to create a 21st century practice. The section on social prospecting, alone, is worth the cost of the book.Product details
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Best Practices of Elite Advisors (Audible Audio Edition) Matt Oechsli David Moran Stephen Boswell The Oechsli Institute Books Reviews
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Matt has an excellent understanding of this topic and I found every chapter to be better than the last chapter. I commend this book without hesitation or reservation! You will not disappointed.
Very expensive way for them to tell me things every advisor already knows
The book has some great insights for marketing to the high net worth and may validate some of what you may be already doing.
Good questions and talking points.
I find New look to my bussines as a Financial Advisor
It si good realitní book. I change Somr of my proceses.
This book, like most books for the financial advisor population, promises more than it delivers - but isn't bad. If you can tolerate the pages of fluff, feel-good filler and relatively useless research statistics, you can cull a few nuggets of useful information. If I were to boil down these useful bits to their distilled core - there's maybe 20-25 pages of good stuff - hardly a book worth binding - so I get why the other 150 pages of theory and research need to be written - to make it an actual book, and not a pamphlet.
There are very few practical, real world applications - likely because the authors get paid to coach people, so some of the writing comes off as an advertisement - saying just enough to want you to contact them and ask more - but again, to be expected. I do wish one of these "Best Practices" type books actually fulfilled the promise of that title.
Great book for advisors looking to create a 21st century practice. The section on social prospecting, alone, is worth the cost of the book.
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