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You've Been Framed : How to Reframe Your Wealth Management Business and Renew Client Relationships by Ray Sclafani (2015, Hardcover)

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Transform your role from "directive advisor" to "trusted advocate.". Even your team may have the wrong idea.

About this product

Product Information

Reframe "wealth management" to achieve sustainable success in financial services You've Been Framed(TM) is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur ready to dominate your competitors, or a more experienced advisor moving toward selling your practice, this guide will help you proactively reframe your business. You'll learn how to grow your pipeline of prospects, win the next generation of clients, and deepen your business so it can thrive without you--leaving you free to pursue what matters to you. Build your business on a holistic foundation of wealth management and assemble the team that will take you to the top as you develop a whole new perspective from which to offer your services. Transform your role from "directive advisor" to "trusted advocate." Completely shift the paradigm, and make yourself the de facto solution to your clients' wealth management issues. Whether it's the firm with which you're affiliated or the types of products and services you offer, you've been "framed." As a wealth management advisor, your clients have little understanding of what you do or why you do it. Even your team may have the wrong idea. This book helps you clarify and demonstrate the value of your knowledge and skills, so you can frame your work on your own terms. Build and showcase your enterprise value Renew client relationships and attract new demographics Become a leader with proven team-building tools Shift your role from advisor to advocate If you haven't effectively led discussions to co-create what your business stands for--and what differentiates it from competitors--you're losing talent, prospects, and business. You've Been Framed(TM) gives you the perspective you need to thrive in the new financial environment, and achieve sustainable success.

Product Identifiers

Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1119062012
ISBN-13
9781119062011
eBay Product ID (ePID)
208601927

Product Key Features

Book Title
You've Been Framed : How to Reframe Your Wealth Management Business and Renew Client Relationships
Author
Ray Sclafani
Format
Hardcover
Language
English
Topic
Finance / Wealth Management, Industries / Financial Services, Corporate Finance / General
Publication Year
2015
Genre
Business & Economics
Number of Pages
272 Pages

Dimensions

Item Length
9.1in
Item Height
1.2in
Item Width
6.3in
Item Weight
17.6 Oz

Additional Product Features

Lc Classification Number
Hg173
Table of Content
Foreword Mark C. Tibergien ix Acknowledgments xi Introduction 1 Part I You Gotta Believe 13 Chapter 1 You've Been Framed! 15 Chapter 2 What the Best in the Business Don't Want You to Know: The Five Wealth Management Reframes 29 Chapter 3 Death of a Salesman/Saleswoman and Rise of the Wealth Advisor 51 Chapter 4 The Big, Fat Lie 69 Chapter 5 Lone Ranger to Leader(tm) 83 Part II Five Steps to Reframing Your Business 101 Chapter 6 Discovering Your Current Frame: The ClientWise Conversation(tm) 103 Chapter 7 Defining Your New Frame by Discovering Your Value 133 Chapter 8 Building Your New Frame 161 Part III Now What? 187 Chapter 9 Teaching Others How to Frame You: Renewing Relationships 189 Chapter 10 Sharing the Frame: It's All About Advocacy 207 Conclusion Ten Signals of a Successful Reframe 239 Additional Resources 249 About the Author 253 Index 255
Copyright Date
2016
Lccn
2015-022493
Dewey Decimal
332.1068/4
Intended Audience
Trade
Dewey Edition
23
Illustrated
Yes

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