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Title: Storyselling for Financial Advisors : How Top Producers Sell by Mitch Anthony, Scott West ISBN: 0-7931-3664-4 Publisher: Dearborn Trade Publishing Pub. Date: 12 January, 2000 Format: Hardcover Volumes: 1 List Price(USD): $30.00 |
Average Customer Rating: 3.58 (12 reviews)
Rating: 5
Summary: Buy it now
Comment: This is an absolute must read for financial professionals. This book has helped me to greatly improved my practice. I now use anecdotes, stories, and analogies rather than ledgers and charts. Your clients will love your new, easy to understand approach.
Rating: 2
Summary: Disappointed
Comment: I was really disappointed with this book. I was looking for a book that would help me structure my presentation and give me a pool of metaphors and analogies that I could use to help clients understanding. Whilst the end of the book contains maybe 25 metaphor presentations on various topics (diversification, why use an adviser, bear markets etc.) the rest of the book is pretty much filler.
Quotes take up half of nearly every page.
There are chapters that discuss presenting to the 65+ market and to women that contain very little useful information.
There's a frustrating section discussing the "science" behind storyselling.[
This book isn't worth $5, let alone the $30 it retails for.]
Rating: 5
Summary: Something for Everyone
Comment: No matter how long you have been in the financial world, I suspect you will find something useful in this excellent book. As a financial professional, a strong analytical side is imperative... but this but book is a great reminder that you need to connect with your clients and prospects on other levels as well. For veteran sales people, much of this will probably be old hat, but there are lots of specific examples, many of which I have begun to incorporate into my own presentations. Even one good idea will more than compensate for the cost of the book and your time and I suspect that most people will get far more than one. I encourage anyone involved in direct client contact to make the investment in this book.
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Title: Effort-Less Marketing for Financial Advisors by Steve Moeller ISBN: 0967205905 Publisher: American Business Visions Pub. Date: 08 October, 1999 List Price(USD): $44.95 |
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Title: Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor by Evan Cooper, Stephen Gresham ISBN: 0793144337 Publisher: Dearborn Trade Publishing Pub. Date: 17 May, 2001 List Price(USD): $35.00 |
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Title: Your Clients for Life by Mitch Anthony ISBN: 0793149541 Publisher: Dearborn Trade Publishing Pub. Date: 05 March, 2002 List Price(USD): $35.00 |
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Title: The Financial Professional's Guide to Persuading 1 or 1,000 by Gary Demoss, Mitch Anthony ISBN: 0793146712 Publisher: Dearborn Trade Publishing Pub. Date: 15 December, 2001 List Price(USD): $35.00 |
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Title: Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers by Deena B. Katz ISBN: 157660084X Publisher: Bloomberg Pr Pub. Date: August, 2001 List Price(USD): $60.00 |
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