December 2017
Beginner
288 pages
7h 26m
English
Content preview from The Financial Advisor's Success ManualBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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Chapter | Three
The Client Loyalty Process
If you work just for money, you’ll never make it, but if you love what you’re doing and you always put the customer first, success will be yours. —Ray Kroc
The client experience refers to defining how you work with your clients. There are two ways to grow advisory practices:
1. Retain and deepen relationships with existing clients to acquire assets away, cross-sell, and earn access to their networks (e.g., the client’s other professional providers and centers of influence) for introductions.
2. Consistently acquire new relationships and their assets, fulfill their other financial needs, and also earn access to their networks for introductions.
However, business growth can be limited by a lack of organization ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.