Everand Logo

Welcome to Everand!

  • Discover millions of ebooks, audiobooks, and so much more with a free trial

    Only $11.99/month after trial. Cancel anytime.

    Unavailable
    Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management
    Unavailable
    Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management
    Unavailable
    Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management
    Ebook398 pages6 hours

    Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management

    By Jay Conrad Levinson and Grant W. Hicks

    1/5

    ()

    Currently unavailable

    Currently unavailable

    About this ebook

    The number one issue for financial professionals is capacity. What is the number one way to constantly build capacity in your financial services business? What blind spot is holding you back from achieving more? Does it seem there is never enough time to grow? It’s time for you to implement the missing practice management processes into your financial business so you can build your ideal business.

    Based on extensive financial industry practice management research, proven marketing strategies from Guerrilla Marketing legend Jay Conrad Levinson and over 27 years of unique financial industry experience, Grant Hicks has created simple yet easy to implement strategies for any financial professional to build and manage capacity in their practice.

    Research shows that a majority of financial professionals do not have detailed practice management processes including: a unique value proposition clearly articulated, a formal feedback system for clients, a clear definition of an ideal client and a process for attracting ideal clients. Learn strategies to build your ideal capacity, and increase your revenue by up to 33%, through unique practice management processes.

    Quickly learn how to:

    Identify and attract better ideal clients to manage your growth effectively

    Manage your time to achieve consistent double digit growth and manage capacity issues

    Gather more revenue and get more referrals by implementing proven processes

    Inspire clients to act quickly through articulating your ideal client experience and case studies

    Build key practice management processes to build ideal capacity such as feedback and your value proposition

    Save yourself valuable time. By implementing just one new process, you will be on the path to your ideal capacity and ultimately your ideal practice.

    LanguageEnglish
    PublisherMorgan James Publishing
    Release dateJul 12, 2016
    ISBN9781630478148
    Unavailable
    Guerrilla Marketing for Financial Advisors: Transforming Financial Professionals through Practice Management
    Author

    Jay Conrad Levinson

    Jay Conrad Levinson is the author of more than a dozen books in the Guerrilla Marketing series. A former vice president and creative director at J. Walter Thompson Advertising and Leo Burnett Advertising, he is the chairman of Guerrilla Marketing International, a consulting firm serving large and small businesses worldwide.

    Read more from Jay Conrad Levinson

    Related to Guerrilla Marketing for Financial Advisors

    Related ebooks

    Marketing For You

    View More
    View More

    Related podcast episodes

    Related articles

    • Article

      Enabling Sales Success

      Jun 17, 2018

      DESIGNATION: Head: Small Business and Professional Banking (Sales) COMPANY: Nedbank Limited SALES FORCE SIZE: +- 800 CAREER SUMMARY: Various sales and leadership roles, mostly related to the small business, private banking and medium-sized corpora

      2 min read

    • Article

      Simon Says...

      Sep 23, 2019

      Simon Says...
      4 min read

    • Article

      Visionary, Servant Leadership

      Dec 1, 2017

      DESIGNATION: Executive Head: Sales and Service, Business Banking COMPANY: Nedbank Limited SALES FORCE SIZE: • Number of sales people: 425 general and 167 specialist sales and sales management people, managed through a matrix management and direct

      2 min read

    • Article

      Owning Your Niche Market

      Jun 24, 2021

      Owning Your Niche Market
      4 min read

    • Article

      Delivering Value

      Aug 9, 2018

      What do you attribute success in your sales organisation to? We nurture and encourage a dedicated team that isn’t afraid to go after aspirational goals. In setting our objectives, we consider all opportunities with an ‘out the box’ mindset, so that

      2 min read

    • Article

      Championing The Practice Of Professional Marketing

      Sep 16, 2018

      A big thanks to all the judges who give up their time and brainpower, and our new convener of judges, Michael Friedberg. On the theme of showcasing, we speak to a group of innovative MA member marketers about what matters most. Data, technology and c

      13 min read

    • Article

      Marketing To Create Internal Advocates

      Nov 25, 2019

      SUSTAINABILITY HAS become the number one issue business leaders are being forced to confront. There are two views governing most business decisions in this area. One is that we should do it because we are being forced to and we will look bad if we do

      2 min read

    • Article

      What Value Means in Business?

      Jul 19, 2016

      Divisional Executive: Sales & Service Effectiveness – Integrated Channels Nedbank 3 164 staff (countrywide and across all channels) Rhode holds a BCom Honours; an MBA; completed a GIBS Global Executive Program and an Executive Leadership Programme at

      3 min read

    • Article

      THE MARKETING evangelist

      Mar 24, 2021

      THE MARKETING evangelist
      3 min read

    • Article

      Gravy On The Side

      Apr 14, 2024

      Caring too much about my clients’ businesses was the bane of my bigagency life. I’d been on the end of too many internal conversations about ‘over-servicing’ clients, but I’m sorry, I think that’s simply BS. I don’t believe you can get the best for y

      3 min read

    • Article

      Getting The Most From A Mentor

      Jan 16, 2020

      Getting The Most From A Mentor
      3 min read

    • Article

      Enablement: A Force Multiplier for Sales Teams at Mimecast

      Jul 19, 2016

      ENABLEMENT IS BROADER than the usual sales training programme and at Mimecast we focus on six critical areas: 1 Adoption. In our experience, execution of the sales methodology in any business is the number one challenge for most sales people across

      2 min read

    • Article

      Ditching The Digital Titles, And Other Talent Truths

      Jul 7, 2019

      Part 1 of a 2-part series In 2018 the Marketing Association brought together a group of marketing leaders from some of NZ’s biggest companies and brands to discuss issues facing our marketing industry. Despite different sectors, team structures, and

      5 min read

    • Article

      On Course

      Jul 11, 2019

      On Course
      6 min read

    • Article

      To This Issue Of ThinkSales Magazine

      Jun 30, 2021

      This magazine comprises five sections – each aligned with the 5-Pillars of high-performing Sales Organisations – and provides actionable insights for consideration. At the end of each section, you’ll find a planning and implementation guide, with que

      2 min read

    • Article

      Enablement: A Force Multiplier for Sales Teams at Mimecast

      Nov 2, 2016

      ENABLEMENT IS BROADER than the usual sales training programme and at Mimecast we focus on six critical areas: 1 Adoption. In our experience, execution of the sales methodology in any business is the number one challenge for most sales people across t

      2 min read

    • Article

      Mastering The Art Of Effective Advertising

      Jun 22, 2022

      When programme creator James Hurman first began working in advertising in 2001 there was very little knowledge around how advertising worked or how it could be improved. “There were lots of people with experience and opinions but there wasn’t really

      4 min read

    • Article

      Strut Your Stuff

      Jun 16, 2017

      DESIGNATION: Managing Director and Co-Owner COMPANY: UDM International (Pty) Limited. UDM is an outbound sales call centre specialising in the direct selling of products. UDM sells insurance policies and cosmetics throughout South Africa. CAREER SUMM

      3 min read

    • Article

      The MA Accelerator

      Mar 30, 2022

      MARKETING ASSOCIATION is introducing a new programme designed to support emerging marketing leaders to hone their skills before making their big step into a head role in the marketing, advertising and media industries. The idea came from a programme

      3 min read

    • Article

      Future-proof Planning

      Nov 1, 2022

      Future-proof Planning
      13 min read

    • Article

      You, The Advisor.

      Jun 16, 2017

      You, The Advisor.
      1 min read

    • Article

      9 Complete Guide: 8 Mistakes You Must Avoid In Your Content Marketing Campaign In 2020

      Nov 30, 2020

      Complete Guide: 8 mistakes you must avoid in your content marketing campaign in 2020 Content being the king of all marketing activities worldwide, content marketing has gained popularity over time as one of the best investments a brand can make. It’s

      14 min read

    • Article

      Too Much, Too Quick

      Jul 11, 2019

      Too Much, Too Quick
      7 min read

    Reviews for Guerrilla Marketing for Financial Advisors

    1/5

    1 rating0 reviews

    What did you think?

    Tap to rate

    Review must be at least 10 words