- Paperback: 202 pages
- Publisher: ATA Press (November 23, 2014)
- Language: English
- ISBN-10: 0983762082
- ISBN-13: 978-0983762089
- Product Dimensions: 5 x 0.5 x 8 inches
- Shipping Weight: 9.9 ounces (View shipping rates and policies)
- Average Customer Review: 6 customer reviews
- Amazon Best Sellers Rank: #295,223 in Books (See Top 100 in Books)
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The Pocket Guide to Sales for Financial Advisors Paperback – November 23, 2014
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About the Author
As The Human Behavior Coach, Beverly D. Flaxington has developed an expertise in understanding people and their behavior and in teaching them how to “read” others, connect with them quickly, and communicate effectively. She has developed several proprietary programs, including The S.H.I.F.T.™ Model, which focuses on understanding the human factor; The Six Keys to Confident Presenting, which helps advisors to understand their audience and present effectively; and The Five Secrets to Successful Selling, which uses human behavior as its basis for selling to others. Beverly has spent close to 30 years in the investment business and held several C-level roles. She created new sales and marketing efforts in different situations including mutual funds, financial advisory, retirement and institutional firms. She is a Certified Hypnotherapist and has deep experience in helping others to make behavioral change happen. She is a college professor and teaches at Suffolk University, where her trademarked programs are used with students to learn effective change management and problem-solving. Beverly has worked with thousands of financial advisors, teaching them how to understand their own style of communicating, read others, and provide financial planning and wealth management in a truly consultative and behaviorally oriented way.
Top customer reviews
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Chock full of checklists and actionable ideas, this "pocket guide" will instantly improve your marketing and sales skills, especially if you don't consider yourself a "salesperson".
Topics covered include...
- The Power of Niche Marketing
- Generational Selling
- Leveraging a CRM System
- Behavioral Selling
- Managing Time
- Communication Tactics
So, if you're looking for a collection of concise and thought-provoking ideas to use personally or share with colleagues, this is the book for you.