The Pocket Guide to Sales for Financial Advisors
Selling is probably the last thing many who enter the financial advisory profession were thinking of doing when they decided to become advisors. They may not have considered the “people” aspect of their chosen profession; the aspect that involves sales. For this reason, and some others, turning into a salesperson seems like a negative, degrading thing. Many advisors will conjure up the picture of the slimy used-car sales guy.
The book recognizes selling as the valuable activity that it is. It is a way to: Let people know who you are and what you do well. Get your message out to those who need it. Promote your planning process, wealth management services, or investment expertise. Use your relationship skills to close new business. Take your business to the next level. If you want to grow your business, the bottom line is that you—or someone on your team—need to sell, and to sell well. This book will offer guidance on how you can sell in a comfortable and effective manner.
If you are a financial professional looking for the right tools to grow your business, deal with clients more effectively and plan intelligently for the future then the concise, easy-to-follow precepts in this guide will be an invaluable resource for you and your firm.
“This ‘little’ book is packed with so many good ideas from strategic to tactical. I highly recommend it to any financial advisor who needs a business building boost.”
COO and Chief Wealth Advisory Officer, Federal Street Advisors
“Over the next three to five years, the most client-focused members of the advisory profession are going to have to become far more professional in their marketing activities. I predict that The Sales Handbook will be instrumental in that important transition.”
Inside Information, Insider’s Forum Conference
Make the SHIFT:
The Proven Five-Step Plan to Success for Corporate Teams
Hailed as a “truly revolutionary” process, The Collaborative and its consultants have been using the S.H.I.F.T. Model™ successfully for many years with coaching and organizational change clients. Now, for the first time, this process is available in book form – including worksheets and easy-to-follow steps.
The S.H.I.F.T. Model™ is a proven, five-step method that takes businesses where they need to go. In these uncertain economic times, who can afford not to make the shift? Get your business energized today – and start your shift!
Self-Talk for a Calmer You
Self-Talk for a Calmer You was written for those living with anxiety and fear, and seeking a more relaxed and comfortable life. Beverly Flaxington has over 25 years of experience working with individuals in personal and professional situations, and shares the answers you can use right away to find the calmer you hidden inside your anxiety.
This book teaches you how to recognize the triggers that cause anxiety and reverse the outcome! Learn the strategies to overcome situations that make you nervous, nauseous or fearful. These feelings can be replaced by confidence, contentment and joy.
By exploring different life scenarios — job hunting, career management, relationships, stress management and others – Beverly walks the reader through the steps to approach each one in a more positive, powerful manner.
Learn how to find greater happiness. You have the power to overcome conflict and negativity. Self-talk for a Calmer You provides the tools to take complete control of your emotions and actions for a more joyful and positive life.
Order this breakthrough book today and start on your personal journey to a calmer you. It can happen – positive self-talk can get you there.
30 Days to Understanding Other People:
A Daily Guide to Improving Your Relationships
Commit 30 days and watch your relationships change.
If you are tired of struggling in your relationships with coworkers, bosses, family members or friends, this book is for you. In its pages, Gold Award-winning author Beverly Flaxington offers you a daily, step-by-step approach to uncovering those things about yourself and about others that could be preventing your relationships from thriving.
The wisdom that Bev has shared with thousands of people and readers of her bestselling book Understanding Other People: The Five Secrets to Human Behavior is here for you! Free yourself from the relationships that bring you down and hold you down using this simple, day-by-day approach.
Make Your SHIFT:
The Five Most Powerful Moves You
Can Make to Get Where YOU Want to Go
Have you wondered why you can’t get where you want to go? Do you set out and wind up somewhere else? Based on 25+ years of successful experience helping individuals change their circumstances and reach higher levels of effectiveness, Beverly Flaxington offers a dynamic, easy-to-understand proven approach for getting from here to there.
Dr. Jackie Black says, “…jam-packed with rich content, wonderful personal stories and solid examples of every method, tool and tip Bev created to help readers make their lives and relationships better!”
Dan King, Principal, Career Counselor, and Coach says, “Beverly Flaxington has uncovered the missing piece in the countless number of goal-setting books and programs in the marketplace.”
Don’t delay – make YOUR shift today!
Understanding Other People:
The Five Secrets to Human Behavior
Learn to recognize the five secrets in your relationships with others — and achieve more in your business and personal life. For the first time — in one easy read — the secrets are revealed.
What You’ll Learn:
The reasons why people communicate the way they do
How people send signals indicating what they care about
How to match behavior style — and increase communication
The way to take charge of your own actions — and reactions — to others
How to stop a battle — and start understanding!
In a fast-paced and competitive world — where the foundation of success is effective communication — Understanding Other People stands out as the step-by-step resource for helping you become one who truly understands people. Order your copy today!
For those people interested in learning ideas and tips about how to improve their communication and their relationships with others, Bev shares insights and stories in this one-hour audio program. The program expands on the concepts in Bev’s book Understanding Other People and gives real-world tips and suggestions for incorporating the ideas into everyday life. The audio program can serve as a companion to the book, or can provide useful ideas on its own. Sent as an MP3 audio file, it can be downloaded and played over and over again.
The Six Keys to Confident Communication E-Book
The most successful people know how to communicate – they can read their audience, convey their message in a winning fashion, and get heard! The Six Keys to Confident Communication offers a proven approach to communicating for success. The author is an international public speaker, bestselling author, successful entrepreneur and effective communicator. The ideas can be used right away – don’t delay, communicate and get results today!
Selling for the Non-sales Professional E-Book
When most people are asked to describe a salesperson, they usually answer in derogatory terms. For many, the word “sales” itself is a very negative word. But every day you must “sell” in some form: via client referrals, forming strategic alliances and to new prospects. Even staff members need to be “sold” on an idea or a strategy sometimes. Learn five key actions you can take to improve your selling ability in this quick 16-page read.