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Inhaltsangabe
This guide is for financial advisors wanting to make business owners their clients. Important topics include: proper business planning, understanding the sales cycle, target marketing, prospecting, strategic alliances, direct marketing to family business owners, securing meetings with new clients, selling your services, as well as maintaining engagement and building momentum.
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Über die Autorin bzw. den Autor
Irving has been a Financial Strategist/Family Business Coach for 40 years. Over the years his clients have retained him for his expertise, and his ability to remain current. Irving specializes in Retirement Planning, Wealth Creation, Wealth Retention and Estate planning for his Business Owner clients. “I have a passion for what I do. It is exciting and very rewarding for me to see individual growth and success as a result of our strategic planning efforts.” Irving Katz, MBA, MSFS, CHFE, CLU received his MBA in Finance & Marketing from the Kelly School of Business at Indiana University. He is a Registered Investment Advisor, Chartered Life Underwriter, Life Analyst and a Chartered Financial Consultant.
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Family Business Secrets: A Field Guide For Advisors
Anbieter: Revaluation Books, Exeter, Vereinigtes Königreich
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Paperback. Zustand: Brand New. 126 pages. 9.00x6.00x0.29 inches. In Stock. Artikel-Nr. zk0982940319
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