Organic Referrals: The Collected Best Practice Wisdom - Softcover

Depman CLU ChFC BH, Al

Softcover

ISBN 10: 1463562071 ISBN 13: 9781463562076

Verlag: CreateSpace Independent Publishing Platform, 2011

Inhaltsangabe

A practical guide to obtaining good, quality referrals for the financial services producer. These are the best practices culled from years of business consultations by Al Depman, a.k.a. "The Practice Doctor." Distilling all of the referral processes in the field, Al has boiled them down into the most common elements of successful introductions. Not surprisingly, there are multiple layers to address before asking clients and centers-of-influence for word-of-mouth marketing assistance. If you are having difficulty obtaining qualified names or just want to up your game, Organic Referrals is the book for you! All content © Al Depman

Über diesen Titel

Über die Autorin bzw. den Autor

Al is a graduate of the University of Notre Dame After graduation, Al combined his Liberal Arts studies with 10 years of management experience in the McDonald’s Corporation (including a BH degree from “Hamburger University”) to enter the financial services world 25 years ago. Since then, Al has evolved from an award-winning sales rep into a full-time consultant specializing in helping advisors engineer their business practices to the proverbial “next level” through the use of transferable systems. Al is the author of “How To Build Your Financial Advisory Business And Sell It At A Profit” (McGraw-Hill, 2009) and is the creator of “The Practice Management Assessment” diagnostic tool and best-practices resource materials. He has authored numerous articles in professional and mass-market publications. He writes a popular monthly column for “Mitch Anthony’s Intuitive Advisor” newsletter where he offers practice management insight to financial advisors. Al also serves as the national Practice Management Consultant for Securian (Minnesota Life). He has also worked with advisors from Waddell & Reed, Morgan Stanley, LPL, State Farm, Prudential, NY Life, Wachovia, and many independents across the country. Al resides in Rochester, MN, with wife Barb and three children. Al’s areas of interest include studying classic comic strips, reading, battling the New York Times Crossword puzzle and conducting adult education classes at his church.

Details zur Ausgabe

• Verlag: CreateSpace Independent Publishing Platform
• Erscheinungsdatum: 2011
• Sprache: Englisch
• ISBN 10: 1463562071
• ISBN 13: 9781463562076
• Einband: Taschenbuch
• Anzahl der Seiten: 80
• Kontakt zum Hersteller: Manufactured by Amazon on behalf of the author; https://www.amazon.de/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxemburg