Learn how to be the financial professional you were born t be...

Power Marketing: The 101 Best Strategies for Financial Professionals

Business & Money

Parisse, Alan

Wollack, Richard

Investing

Dearborn Trade Pub

Here is inspiration and practical advice that Financial Advisors can put to work immediately. 
Which sales techniques really work in a turbulent investment climate and which ones don’t? How does an Advisor regain confidence after a setback? 
How can Advisors communicate credibly and convincingly with uneasy investors and gain new clients in the process while serving their established base? 
Drawing on decades of front-line experience, authors Parisse and Richman address the challenges facing today’s Financial Advisors with insight, wit and intelligence.

This Is Your Time: Empowering Today's Financial Advisor

Richman, David

Flagstaff Publishing

In normal times a financial advisor has three competitors: investors who do it themselves, client inertia and other advisors. In the wake of Fall 2008 do-it-yourselvers have lost confidence, inertia that kept clients from seeking investment advice from an outside advisor has significantly diminished and other advisors are nursing their wounds. Clients may not know what to do, but they want to do something. Advisors who are willing to lead the way will keep their clients and capture new ones. The biggest question a financial advisor faces now is, "Can I trust you?" It is your time if you can change your perspective, reframe the situation and see it as an exceptional opportunity to optimize your business and move forward with vigor. Great accomplishments and contributions require great challenges.

This is Your Time

Finance

Flagstaff Publishing (part of The Parisse Group)

A financial advisor recounts an interview with a recently retired physician who planned an enjoyable—and costly—retirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. In the advisor’s words: "This fellow was a bit of a know-it-all, and I wasn’t getting through. Finally I asked him, 'Doctor, how will it feel for you when you have to go back to work?' That got his attention, and I was able to lay out a strategy that would allow him to retire and stay retired." In Questions Great Financial Advisors Ask…and Investors Need to Know, coauthors Alan Parisse and David Richman have compiled the questions great advisors ask that lead to the probing and personal conversations necessary to diagnose and understand clients'—and potential clients'—deep-seated feelings about money. That’s how great advisors help clients wring the emotion out of investing and set them on the rational road to achieving their financial goals. Throughout this book are questions, suggestions, and stories from some of the world’s top financial advisors, including a chapter of "great questions to ask" organized by topic.

Questions Great Financial Advisors Ask... and Investors Need to Know

Economics

Kaplan Publishing

A financial advisor recounts an interview with a recently retired physician who planned an enjoyable—and costly—retirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. In the advisor’s words: "This fellow was a bit of a know-it-all, and I wasn’t getting through. Finally I asked him, 'Doctor, how will it feel for you when you have to go back to work' That got his attention, and I was able to lay out a strategy that would allow him to retire and stay retired." In Questions Great Financial Advisors Ask…and Investors Need to Know, coauthors Alan Parisse and David Richman have compiled the questions great advisors ask that lead to the probing and personal conversations necessary to diagnose and understand clients'—and potential clients'—deep-seated feelings about money. That’s how great advisors help clients wring the emotion out of investing and set them on the rational road to achieving their financial goals. Throughout this book are questions, suggestions, and stories from some of the world’s top financial advisors, including a chapter of "great questions to ask" organized by topic.

Accounting

See the best price to sell, buy, or rent books by Parisse, Alan. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Parisse, Alan

See the best price to sell, buy, or rent books by Parisse, Alan. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Power Marketing: The 101 Best Strategies for Financial Professionals

This Is Your Time: Empowering Today's Financial Advisor

This is Your Time

Questions Great Financial Advisors Ask... and Investors Need to Know

Questions Great Financial Advisors Ask... and Investors Need to Know