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Displaying products 1 - 12 of 12 results
Achieving Prosfessionl Success Starts with Organized Intentions
Advisor's Marketing Plan - Achieving Professional Success Starts with Organized Intentions (PDF Format)
Price: $40.00
Advisor's Marketing Plan - Achieving Professional Success Starts with Organized Intentions (PDF Format)
This textbook and sample marketing plan helps the advisor increase and improve the flow of new clients.
tax free
A Success Guide for Financial Service Professionals
Client Aquisition - A Success Guide for Financial Service Professionals (PDF Format)
Price: $40.00
Client Aquisition - A Success Guide for Financial Service Professionals (PDF Format)
Learn industry-proven methods for successfully identifying, selecting, and approaching prospect for financial products and services. The Client Acquisition guide covers procedures for creating prospect qualification and prioritization techniques.
tax free
Beginning the New Relationship In the Most Professional Manner
Client Engagement – Beginning the New Relationship In the Most Professional Manner (PDF Format)
Price: $40.00
Client Engagement – Beginning the New Relationship In the Most Professional Manner (PDF Format)
The proper engagement of the client is essential to the delivery of professional financial services. It includes the prospecting steps, the full and proper explanation of the advisor’s services, the complete disclosure by both the advisor and the client.
tax free
Creating Solutions That Lead To Accomplishing the Objectives
Developing Recommendations - Creating Solutions That Lead To Accomplishing the Objectives (PDF Format)
Price: $40.00
Developing Recommendations - Creating Solutions That Lead To Accomplishing the Objectives (PDF Format)
Learn the inner workings of a financial plan from what should be included, to how to present the final plan to the client. Look beneath the surface and see how the decisions you and the client make will affect the outcome of the plan.
tax free
FFP 101 Client Aquistion Book
FPP 101 Book - Client Aquisition - A Success Guide for Financial Service Professionals (Hard Copy)
Price: From $40.00 to $55.00
FPP 101 Book - Client Aquisition - A Success Guide for Financial Service Professionals (Hard Copy)
The Client Acquisition guide covers procedures for creating prospect qualification and prioritization techniques. (format Hard Copy)
FFP 102 Advisor's Marketing Plan - Book
FPP 102 Book -Advisor's Marketing Plan - Achieving Professional Success Starts with Organized Intentions (Hard Copy)
Price: From $40.00 to $55.00
FPP 102 Book -Advisor's Marketing Plan - Achieving Professional Success Starts with Organized Intentions (Hard Copy)
This textbook and sample marketing plan helps the advisor increase and improve the flow of new clients. (format Hard Copy)
FFP 103 Client Engagement - Book
FPP 103 Book - Client - Engagement - Beginning the New Relationship In the Most Professional Manner (Hard Copy)
Price: From $40.00 to $55.00
FPP 103 Book - Client - Engagement - Beginning the New Relationship In the Most Professional Manner (Hard Copy)
The proper engagement of the client is essential to the delivery of professional financial services. It includes the prospecting steps, the explanation of the advisor’s services, the complete disclosure by both the advisor and client. ((format Hard Copy)
FPP201 Gathering Information - Book
FPP 201 Book - Gathering Information - Establishing a Solid Foundation (Hard Copy)
Price: From $40.00 to $55.00
FPP 201 Book - Gathering Information - Establishing a Solid Foundation (Hard Copy)
Learn the use of methods of gathering the client’s household and financial information, the issue related to employee and government benefits, the need and techniques for data verification, the use of personal documents organizers. (format Hard Copy)
FPP 202 Developing Recommendations - Book
FPP 202 Book - Developing Recommendations - Creating Solutions That Lead To Accomplishing the Objectives (Hard Copy)
Price: From $40.00 to $55.00
FPP 202 Book - Developing Recommendations - Creating Solutions That Lead To Accomplishing the Objectives (Hard Copy)
Learn the inner workings of a financial plan: what should be included, to how to present the final plan to the client. Look beneath the surface and see how the decisions you and the client make will affect the outcome of the plan. (format Hard Copy)
FPP 203 Implementation and Monitoring - Book
FPP 203 Book - Implementation and Monitoring - Consistancy in Plan Follow-Up is Achieved Only With Systems (Hard Copy)
Price: From $40.00 to $55.00
FPP 203 Book - Implementation and Monitoring - Consistancy in Plan Follow-Up is Achieved Only With Systems (Hard Copy)
Learn how to produce an Implementation Checklist for the client that presents all the recommendations and alternatives, provides sufficient education for effective decision making, notes the client’s decisions.(format Hard Copy)
Establishing a Solid Foundation For Building Long Term Security
Gathering Information - Establishing a Solid Foundation (format PDF)
Price: $40.00
Gathering Information - Establishing a Solid Foundation (format PDF)
Learn the use of paper and electronic methods of gathering the client’s household and financial information, the issue related to employee and government benefits, the need and techniques for data verification, the use of personal documents organizers.
tax free
Consistency in Plan Follow-Up is Achieved Only With Systems
Implementation and Monitoring - Consistancy in Plan Follow-Up is Achieved Only With Systems (PDF Format)
Price: $40.00
Implementation and Monitoring - Consistancy in Plan Follow-Up is Achieved Only With Systems (PDF Format)
Learn how to produce an Implementation Checklist for the client that presents all the recommendations and alternatives, provides sufficient education for effective decision making, notes the client’s decisions.
tax free
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