A financial advisor's job can be one of the most rewarding in
today's economy. You follow the markets, help people reach their
financial and personal goals, and make a decent living while doing
it. But the recent downturn in the global economy and general
skepticism regarding Wall Street has advisors working harder than
ever to manage and grow their business. Every FA must sign more new
clients to keep their practice viable.
If you are a financial advisor who is struggling to balance all
that it entails to run, market, and administer your business, then
"Taming the Four-Headed Dragon" is the book for you.
This "phenomenal" book, as one reviewer called it, is packed
with proven tactics and strategies to help financial advisors be
clear on who is an ideal prospect for them and arm their referral
sources with relevant messaging to make these connections. Author
Bill Walton provides a prospecting system that turns every
conversation or meeting into a beneficial next step toward closing
This must-have guide for all financial professionals who sell
reveals how to: set meaningful goals that pull you toward action;
profile your ideal client; write a clear and compelling value
proposition; craft and share crisp messaging with referral sources
and centers of influence; and conduct meetings that always lead to
a next step.
Bill Walton's sales training programs have been adopted by Wall
Street's top firms and high-profile "Fortune 500" companies.
Drawing on his years of experience and success from the sales
forces that he serves, Bill Walton has provided an essential guide
for achieving success in the ever-competitive arena of financial
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