The Financial Advisor's Success Manual

How to Structure and Grow Your Financial Services Practice

The Financial Advisor's Success Manual

Authors: David Leo, Craig Cmiel
Pub Date: December 2017
Print Edition: $30.00
Print ISBN: 9780814439135
Page Count: 288
Format: Hardback
e-Book ISBN: 9780814439142

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A thriving financial advisor’s business is like a beautiful machine: your efforts produce your clients’ returns, and your clients feel rewarded, satisfied, and well-counseled—so much so that they refer friends and family to soon become rewarded, satisfied, and well-counseled clients, too.

But all too often, it doesn’t work that way! Have you found yourself so focused on the financial-advisor part of your job that you’re neglecting the business-expanding side? The Financial Advisor’s Success Manual shows you how to break out of that trap so you can start performing the high-value activities that lead to high-value clients and referrals.

This book first exposes the damaging practices that stunt business growth, and then presents you with the essential mindset, model, and processes you must adopt to achieve a steadily expanding business.

The Financial Advisor’s Success Manual provides a plan that brings new order to your current operation and proven tactics for making your practice more efficient and profitable. You’ll learn to:

• Find a compelling differentiation strategy

• Focus on opportunities by segmenting clients into tiers

• Fine-tune your six core processes

• Maximize the return on your time investment

• Build all-important client loyalty

• Find your best marketing and sales approach

• And more.

Packed with tables, graphs, worksheets, sample letters, and more, this guide provides every-thing you need for a long-term, thriving business.

Advance Praise for The Financial Advisor’s Success Manual

“The Financial Advisor Success Manual challenges you to make adjustments in your practice so you become more effective in developing new clients of affluence while gathering additional assets from existing clients.” — Art Mortell, President at Dynamics of Human Potential, author of The Courage to Fail and An Adventure Into Your Mind

“David Leo’s experience and wisdom are valuable to others, and it is meaningful to him to share these gifts with others.” — Mitch Anthony, from The New Retirementality

“This is a must-read for an advisor desiring to grow their business!”— Paul Pagnato, founder and CEO, PagnatoKarps

“David Leo’s tools, techniques, approaches, and coaching methods have had a major impact in my life.” — Rex Harris, founder, Harris Financial Services Inc.

“For those advisors willing to make the effort, what Leo details will help them significantly enhance their business.” — Stuart Nordheimer, Internationally known broker-dealer

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