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MiAaPQ |
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20201113070805.0 |
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201113s2018 nyua o 001 0 eng d |
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|z 9781631578472
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|a 9781631578489 (e-book)
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|a (MiAaPQ)EBC5173463
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|a (Au-PeEL)EBL5173463
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|a (OCoLC)1015871778
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|a MiAaPQ
|b eng
|e rda
|e pn
|c MiAaPQ
|d MiAaPQ
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|a HG1616.M3
|b .W377 2018
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0 |
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|a 332.10688
|2 23
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|a Warren, Clifton T.,
|e author.
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1 |
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|a Cross-selling financial services :
|b a professional's guide to account development /
|c Clifton Warren.
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| 264 |
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|a New York, New York :
|b Business Expert Press,
|c [2018]
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| 264 |
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|c 2018
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| 300 |
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|a 1 online resource (xiv, 202 pages) :
|b illustrations.
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| 336 |
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|a text
|b txt
|2 rdacontent
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| 337 |
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|a computer
|b c
|2 rdamedia
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| 338 |
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|a online resource
|b cr
|2 rdacarrier
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| 490 |
1 |
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|a Finance and financial management collection
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| 500 |
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|a Includes index.
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| 520 |
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|a This book is about generating profitable revenue from existing clients, and converting part-time clients into 100 percent full-time clients. Professionals and firms that offer financial services want to enjoy continued organic growth, and maximize the value of their business. Retaining and developing existing clients is one of the challenges they encounter in the process. The financial services industry is currently facing several key challenges: increasing competition, industry consolidation, rapidly changing technology, a soft market (for rates, premiums, and fees), and an increasing number of regulatory requirements. All these factors make it difficult for firms to produce consistent, positive, organic growth. This book is a follow-up to my previous book The Financial Sales Handbook: A Professionals Guide to Becoming a Top Producer. Although this book is an extension of the first, readers can be confident in approaching it as a stand-alone book. Cross-Selling Financial Services: A Professional's Guide to Account Development is for experienced professionals and firms who want to protect their existing top clients and revenue, and maximize the longterm growth and profitability of their business. The book will also help professionals to sharpen their account development capabilities. It is designed to be the nucleus for corporate training programs, as well as a guide for self-employed professionals who must market and sell to stay in business.
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| 588 |
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|a Description based on print version record.
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| 590 |
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|a Electronic reproduction. Ann Arbor, MI : ProQuest, 2018. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries.
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| 650 |
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0 |
|a Cross-selling financial services.
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| 655 |
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4 |
|a Electronic books.
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| 776 |
0 |
8 |
|i Print version:
|a Warren, Clifton T.
|t Cross-selling financial services : a professional's guide to account development.
|d New York, New York : Business Expert Press, c2018
|h xiv, 202 pages
|k Finance and financial management collection.
|z 9781631578472
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| 797 |
2 |
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|a ProQuest (Firm)
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| 830 |
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0 |
|a Finance and financial management collection.
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| 856 |
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|u https://ebookcentral.proquest.com/lib/matrademy/detail.action?docID=5173463
|z Click to View
|
