WHY THE biggest threat TO OUR BUSINESS IN
YEARS IS COMING…AND HOW YOU CAN
prepare your practice FOR IT NOW
Once in a while, a book comes along that defines the key issues in an industry and offers appropriate strategies and ideas to solve those issues. This is that book.
With the threat of robo-advisors growing every day, financial advisors need answers to two critical questionsfast.
HOW DO I RETAIN MY CLIENTS?
HOW DO I BUILD THAT IMPORTANT BRIDGE TO THE NEXT
GENERATIONMY CLIENTS’ CHILDREN?
GRATITUDE MARKETING™ IS THE ANSWER.
Traditional marketing speaks at people. Gratitude Marketing™
engages and connects with people. Gratitude Marketing™ taps into the wisdom of proven professionals who have used these cuttingedge,
real-life ideas to build their businesses. You’ll discover how a well-run Gratitude Marketing™ system will put you in control of your clients’ business consistently as change occurs and their need for your services arises or increases. When you combine relationship-building ideas with consistent nurturing, you create clients for life. The ideas I’ll share with you have done one thing for me and the financial advisors who have used themthey have consistently produced results.
GROW YOUR PRACTICE THROUGH GRATITUDE.
LET’S GET STARTED NOW!
|Publisher:||Advantage Media Group|
|Product dimensions:||6.20(w) x 9.10(h) x 0.80(d)|
About the Author
Marketing™, a firm specializing in helping advisors grow their practices through carefully nurturing long-term relationships.
He began his career in
1983 as an account executive with E. F. Hutton, where he led the office in opening new account relationships. Following that position, Mike transitioned into wholesaling with Colonial
Investments and Pilgrim Funds,
where he was recognized for leading the most-improved sales team. He then went on to spend 13 years as regional
VP with Oppenheimer Funds.
While at Oppenheimer, Mike conducted seminars to assist financial advisors in building their practices, and his territories surpassed the company’s growth rate every year. Most recently,
Mike served as executive vice president and head of distribution for an RIA. Mike is a graduate of the University of
New Orleans with a bachelor of science degree in finance.
Table of Contents
Chapter 1 What Is Gratitude Marketing™? 27
Chapter 2 Why Use Gratitude Marketing™? 39
Chapter 3 Gratitude Marketing™ Is a Team Sport 49
Chapter 4 Making It Personal 57
Chapter 5 Making It Fun 77
Chapter 6 Making It Seasonal 93
Chapter 7 Making It Mindful 111
Chapter 8 Making Gratitude Marketing™ Work for You 131
Chapter 9 Finishing Strong 157
About the Author 173