Selling Financial Products
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| Author | : James B. Bexley |
| Publisher | : Prentice Hall |
| Total Pages | : 0 |
| Release | : 2012 |
| Genre | : Bank management |
| ISBN | : 9780132752138 |
A solid foundation to selling financial products and services. Bexley is designed to take the fear out of selling by explaining key concepts and then effectively showing readers how to apply the concepts to selling financial products. And since sales is a skill that needs to be practiced, this text promotes practice by providing several cases and exercises.
| Author | : Tom Hopkins |
| Publisher | : Made for Success |
| Total Pages | : 0 |
| Release | : 2023-05-02 |
| Genre | : |
| ISBN | : |
Whether you're a financial services expert or novice, you understand the business. You've worked hard to gain your product knowledge. You study industry trends. But, do you know how to talk to clients so they'll listen? The How to Master the Art of Selling Financial Services live audio seminar shows you how to gain the trust of others quickly, get them to like you, take your advice, and become long-term clients which is the foundation for every successful business. Tom Hopkins has been training in the financial services industry over three decades and has developed methods to help you communicate with your clients and understand what your clients want from you. Once you know what clients want, you can learn how to provide it! Financial services representatives have turned to Tom Hopkins for years for his proven-effective, professional selling strategies which have helped them learn how to help more of their clients make financial planning decisions. How to Master the Art of Selling Financial Services audio seminar will help you: Learn effective ways to talk with clients and calm their fearsAsk the right questions to get clients talking about their needsImplement client feedback so that you can provide your best serviceIncrease your sales ratios with closing strategies that make sense to your clientsGrow your business with powerful, yet simple referral strategies This audio seminar includes a bonus PDF workbook to give you exceptional training of Hopkins' methods and will teach you how to master the art of selling financial services more effectively and efficiently than ever before! Topics include: Definition of SuccessFour Areas to Set GoalsHow to Set Financial GoalsWhat is Holding You BackPeople Business TriangleProspecting StrategiesClient FearsFear-Producing WordsQuestioning StrategiesNEADS QualificationDeveloping a Quality PresentationGlamour Words and Visual AidsAddressing ConcernsClosing the SaleBuilding a Long-Term Business
| Author | : Clifton T. Warren |
| Publisher | : Business Expert Press |
| Total Pages | : 157 |
| Release | : 2016-08-11 |
| Genre | : Business & Economics |
| ISBN | : 1631574949 |
Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many professionals and firms fail to achieve their full potential.The financial services industry is currently facing its biggest challenge: increased competition; smarter buyers who want to deal with professionals instead of sales people; and the emergence of social media, including Facebook, Twitter, LinkedIn, and Google. The Financial Sales Handbook: A Guide to Become a Top Producer is for experienced professionals as well as for those who want to make the transition from managing work to more effective selling. The book is also for professionals who want to sharpen their skills. It is intended as the nucleus for corporate training programs as well as for self-employed professionals who must market and sell to stay in business.
| Author | : James Bexley |
| Publisher | : |
| Total Pages | : |
| Release | : 2017-07 |
| Genre | : |
| ISBN | : 9780996996358 |
| Author | : Gary H. Raddon |
| Publisher | : |
| Total Pages | : 334 |
| Release | : 1990 |
| Genre | : Business & Economics |
| ISBN | : |
| Author | : United States. Congress. House. Committee on Banking and Financial Services. Subcommittee on Capital Markets, Securities, and Government Sponsored Enterprises |
| Publisher | : |
| Total Pages | : 392 |
| Release | : 1996 |
| Genre | : Business & Economics |
| ISBN | : |
| Author | : Tom Hopkins |
| Publisher | : Grand Central Pub |
| Total Pages | : 292 |
| Release | : 1988-10 |
| Genre | : Business & Economics |
| ISBN | : 9780446386364 |
After failing in sales for six months, Tom Hopkins turned his own career around and earned more than a million dollars in three years. Now he tells readers his secrets of success.
| Author | : James M. Benson |
| Publisher | : Bloomberg Press |
| Total Pages | : 220 |
| Release | : 2014-05-14 |
| Genre | : Business & Economics |
| ISBN | : 9781417543953 |
In the past few years, the financial industry has undergone dynamic structural changes that have deeply affected the sales process. Bruised by market volatility, today's consumer is skeptical and demands more for less. A business needs fresh approaches to sell in today's tough marketplace. Here are the 22 Keys that can help any financial professional make more money, work less, and maximize his potential. Industry leaders James Benson and Paul Karasik combine their personal experience with the shared wisdom of the masters. Each key contains proven, actionable sales guidelines, including: The four primary fears that could destroy a sale--and how to help prospects overcome themThe nine most effective strategic approaches to "target marketing" successFive guidelines for qualifying prospects more effectivelySixty-five ways to snap a sales slumpTen ways to get clients to say yesFour simple steps to generate new business with current clientsFive guidelines for overcoming objectionsSix sample scripts to make closing ratios soar Whether a company has been in business for years or is just beginning, each key will unlock a new door on the path to sales success.
| Author | : Joe Girard |
| Publisher | : Simon and Schuster |
| Total Pages | : 196 |
| Release | : 2006-02-07 |
| Genre | : Business & Economics |
| ISBN | : 0743273966 |
Joe Girard was an example of a young man with perseverance and determination. Joe began his working career as a shoeshine boy. He moved on to be a newsboy for the Detroit Free Press at nine years old, then a dishwasher, a delivery boy, stove assembler, and home building contractor. He was thrown out of high school, fired from more than forty jobs, and lasted only ninety-seven days in the U.S. Army. Some said that Joe was doomed for failure. He proved them wrong. When Joe started his job as a salesman with a Chevrolet agency in Eastpointe, Michigan, he finally found his niche. Before leaving Chevrolet, Joe sold enough cars to put him in the Guinness Book of World Records as 'the world's greatest salesman' for twelve consecutive years. Here, he shares his winning techniques in this step-by-step book, including how to: o Read a customer like a book and keep that customer for life o Convince people reluctant to buy by selling them the right way o Develop priceless information from a two-minute phone call o Make word-of-mouth your most successful tool Informative, entertaining, and inspiring, HOW TO SELL ANYTHING TO ANYBODY is a timeless classic and an indispensable tool for anyone new to the sales market.
| Author | : Jonathan Kirk |
| Publisher | : Edward Elgar Publishing |
| Total Pages | : 353 |
| Release | : 2019 |
| Genre | : Actions and defenses |
| ISBN | : 1788117670 |
This new work offers a clear and concise analysis of the law relating to the mis-selling of regulated financial services products. The introductory chapters cover the history of mis-selling, from their origins at common law to the modern regulated environment. It also addresses important practical points for those pleading and defending financial mis-selling claims, focussing on the various causes of action and limitation periods. It provides an overview of the UK and European regulatory framework governing the sale of financial products and considers in detail five key product types: credit, mortgages, interest rate hedging products, insurance, and collective investment schemes. Each chapter looks at the sector-specific issues and the various mis-selling ‘scandals’ of the last decade and the case-law that emerged from them.
