The CPA's guide to a successful financial planning practice : selling financial investments and marketing advisory services

著者

• Ainsworth, Jim H.

書誌事項

The CPA's guide to a successful financial planning practice : selling financial investments and marketing advisory services

Jim H. Ainsworth

Wiley, c1995

注記

Includes index

内容説明・目次

内容説明

This guide shows the reader how to persuade clients to purchase financial planning services. It explains how to become licensed to sell financial investment products to clients; how to actively market yourself as a full-service financial planning specialist; how to offer clients payment choices that will eliminate their high-fee resistance; and how to encourage clients to purchase the services they need to meet their long-range financial goals.

目次

• Partial table of contents:
• MARKETING
• Sales and Marketing TOPS
• Finding Your Niche: Designing a Marketing Plan
• Selling During Tax Season
• Marketing to Small Businesses
• Success with Seminars
• Other Marketing Tips
• PRODUCTS
• Selecting and Selling the Perfect Product
• Mutual Funds
• Tax Exempts
• Annuities
• Insurance Products
• ATTITUDE
• Awareness
• The Necessity of Setting Goals
• Conserving Your Most Valuable Resource Time
• Finding Time to Increase Profits in Your Practice (Adding Financial Planning and Products)
• Index.

「Nielsen BookData」 より

詳細情報

• NII書誌ID(NCID): BA28902550
• ISBN:
  • 0471076872
• LCCN: 94017917
• 出版国コード: us
• タイトル言語コード: eng
• 本文言語コード: eng
• 出版地: New York
• ページ数/冊数: xii, 264 p.
• 大きさ: 24 cm
• 分類:
  • LCC : HG179.5
  • DC20 : 332.6/068
• 件名:
  • LCSH : Financial planners -- United States
  • LCSH : Financial services industry -- United States