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 | Four
But What’s the Cost of Loyalty?
What is a cynic? A man who knows the price of everything and the value of nothing. —Oscar Wilde
How do you balance the cost of the services to be delivered in support of client retention and loyalty with the value of the client?
Many FAs feel they are too busy keeping their clients happy and managing problems to grow their businesses. That could be true or untrue but for the most part, advisors have not had a way to “know” where they were spending their time and whether that time was being appropriately invested in the “right” clients. Instead of advisors guessing where bottlenecks to growth are, this chapter proposes a methodology for estimating the time and cost of delivering services to client ...
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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.
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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.