Overview

Are you a financial advisor either just starting in the business, or an established advisor who wants to re-energize your marketing? Do you want to specialize in serving a very lucrative and profitable niche? This book will help you get started: - learn from the mistakes of countless advisors, and gain access to the tips and tricks of successful advisors; - decide which lucrative market(s) to target; - create a strategy to market and sell to your chosen markets; - market to a particular niche in an efficient manner; - formulate tactics to give you a step-by-step action plan to achieve your goals; - create a business plan and marketing plan to help you hit your revenue goals; - spend more of your time doing the one thing that is crucial to your success as an FA: selling. The book teaches you the most important items that were skipped in your training as a financial advisor: the proper way to set goals, how to relate goals to the actions that will make you a success, how to choose a market, and how to market to the right people.

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9781494886592

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For nearly two decades, Robert McLaughlin has studied the strategies that financial advisors and other business owners use to grow their businesses on a massive scale. In addition to compiling these secrets of the successful, he has served as a consultant to advisors, helping them implement focused and effective business plans and position themselves for massive growth.

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