The Path to Million Dollar Prouction
Book Details
Author(s)Patti Branco
PublisherInsight Publishing
ISBN / ASINB006WTQHN2
ISBN-13978B006WTQHN6
Sales Rank1,872,445
MarketplaceUnited States 🇺🇸
Description
Million Dollar Production
The environment for investment reps and insurance agents involved in sales has evolved over the past few years. The ability to adapt to rapid changes in the industry has become a prerequisite for success in the financial services industry. Advisors are playing an increasingly more powerful role in the lives of baby boomers, retiring Americans and the economy. The need for bright, multitalented advisors has never been greater.
A review of the business reveals a variety of training practices in place that differ widely in scope and effectiveness. Some advisors receive little or no training and are thrown to the wolves. The resulting high wash-out rate that is costly to the trainees as well as the firms that hire them. Many books marketed to financial advisors offer flavor of the month solutions to challenges or are text-book style books which may offer a plethora of factual data but are not conducive to easy use. This book is based on real world solutions.
The successful advisors in this new era will be ones who have the initiative to determine why they are in this business, be willing to take responsibility for their own destiny, and relentlessly pursue their goals. This book is dedicated to them.
Become a ‘whole’ broker. New or merely stuck, inside the cover of this humble manuscript you will find tools, guidelines, and strategies necessary to build or jumpstart a dynamic practice. Getting and staying motivated, navigating through tumultuous markets and political situations, innovative prospecting approaches, effective client service strategies, developing relationships with colleagues and managers, surviving in a variety of office environments, controlling your time, building a partnership team, switching firms, thoughts on signing bonuses, and defensive tactics to protect your business from complaints and potential arbitration.
“If you can generate one thousand dollars in commissions you can generate one million-and I can show you how!” Patti Branco
The environment for investment reps and insurance agents involved in sales has evolved over the past few years. The ability to adapt to rapid changes in the industry has become a prerequisite for success in the financial services industry. Advisors are playing an increasingly more powerful role in the lives of baby boomers, retiring Americans and the economy. The need for bright, multitalented advisors has never been greater.
A review of the business reveals a variety of training practices in place that differ widely in scope and effectiveness. Some advisors receive little or no training and are thrown to the wolves. The resulting high wash-out rate that is costly to the trainees as well as the firms that hire them. Many books marketed to financial advisors offer flavor of the month solutions to challenges or are text-book style books which may offer a plethora of factual data but are not conducive to easy use. This book is based on real world solutions.
The successful advisors in this new era will be ones who have the initiative to determine why they are in this business, be willing to take responsibility for their own destiny, and relentlessly pursue their goals. This book is dedicated to them.
Become a ‘whole’ broker. New or merely stuck, inside the cover of this humble manuscript you will find tools, guidelines, and strategies necessary to build or jumpstart a dynamic practice. Getting and staying motivated, navigating through tumultuous markets and political situations, innovative prospecting approaches, effective client service strategies, developing relationships with colleagues and managers, surviving in a variety of office environments, controlling your time, building a partnership team, switching firms, thoughts on signing bonuses, and defensive tactics to protect your business from complaints and potential arbitration.
“If you can generate one thousand dollars in commissions you can generate one million-and I can show you how!” Patti Branco
