QUESTIONS GREAT FINANCIAL ADVISORS ASK
...AND INVESTORS NEED TO KNOW
By Alan Parisse and David Richman

Prosper in today’s investment climate with practical ideas and intelligent inspiration from some of North America’s most successful financial advisors.

• Dramatically boost assets under
management?
• Significantly increase average account size?
• Create clients for life?

Understanding your clients’ investment wiring can help you wring the emotion out of their decision making and get past the subconscious motivations that can derail even the best plan to achieve their financial goals.

Questions Great Financial Advisors Ask…and Investors Need to Know provides the insight you need to better understand your prospects and clients and help them past the often emotional obstacles that can thwart their financial success.

• Develop lasting relationships by serving clients intellectually and emotionally.
• Create a multi-pronged, client-centric approach to advising.
• Use the democratization of information to your advantage.

Whether you’re a newcomer seeking guidance, or an industry veteran who wants to return to the basics and reinvent your business, this book will provide information, practical scenarios, and in-depth insights to help you build and strengthen your business.

THE GREAT
SALESPERSON
6-Disc Audio Set
by Alan Parisse

Doctors are an extraordinary group of people. We can learn from them. Doctors don’t know it, but they follow the Rules of Selling. They tell us what to do in matters of life and death, even when they aren’t completely sure. They know if they maybe / possibly / sort of recommend a treatment, we won’t do it. Even in the face of malpractice suits, doctors have the courage to tell us what to do.
 
How in the world can we expect our clients to respect us if we don’t tell them what to do. If you want your clients to respect you the way they respect their doctors, do what doctors do. Follow the Rules of Selling: tell your clients what to do.

Be THE DOCTOR OF SALES®.

Click Here to listen to the podcast !

Taking Charge:
Lessons In Leadership

In Taking Charge, Alan joins other experts on the subject of leadership. He calls on organizations to identify successful habits and beliefs that worked in the past, then determine if they are appropriate for meeting future challenges.

Alan Parisse writes that successful leaders distinguish meaningful change from the latest fad and understand that there are different kinds of change. These leaders empower their people to try new things and own the results.

If managers play the game, leaders define the game. Doing that not only takes vision, but also the ability to communicate that vision

This Is Your Time:
Empowering Today's Financial Advisor
by Alan Parisse and David Richman

This product is currently out of stock.