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Summary: Straightforward and accessible, Beverly D. Flaxington’s new book, The Pocket Guide to Sales for Financial Advisors is a concise exploration of how to improve sales and increase referrals.
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Summary: Financial advisers come from many walks of life, often taking on the work as a second career. Some even start as clients, although not every adviser is comfortable recruiting from their own list of accounts.
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Summary: Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks. A recent story in the Wall Street Journal detailed a success story that most financial advisers don't see every day.
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Summary: Most financial advisors are incredibly focused on measuring their assets under management and anything else that impacts their production, but there are several other important measurement opportunitiesyou may be missing that could directly impact your assets under management.
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Summary: Despite what one may read in newspaper headlines or see on nightly television news shows, the business of providing financial advice is an honorable one — no less honorable than teaching children, taking care of the sick or keeping criminals off the street. In fact, a person who becomes a financial adviser isn't making a career choice; he or she is answering a calling.
