Gratitude Marketing: How You Can Create Clients For Life By Using 33 Simple Secrets From Successful Financial Advisors
Author | : | |
Rating | : | 4.46 (612 Votes) |
Asin | : | 1599326191 |
Format Type | : | paperback |
Number of Pages | : | 176 Pages |
Publish Date | : | 2017-03-09 |
Language | : | English |
DESCRIPTION:
Michael F. . He began his career in 1983 as an account executive with E. Sciortino Sr. Mike is a graduate of the University of New Orleans with a bachelor of science degree in finance. F. Hutton, where he led the office in opening new account relationships. Most recently, Mike served as executive vice president and head of distribution for an RIA. is founder and CEO of Gratitude Marketing™, a firm specializing in helping advisors grow the
He began his career in 1983 as an account executive with E. Following that position, Mike transitioned into wholesaling with Colonial Investments and Pilgrim Funds, where he was recognized for leading the most-improved sales team. Most recently, Mike served as executive vice president and head of distribution for an RIA. F. Mike is a graduate of the University of New Orleans with a bachelor of science degree in finance. Sciortino Sr. Hutton, where he led the office in opening new account relationships. is founder and CEO of Gratitude Marketing™, a firm specializing in helping advisors grow their practices through carefully nurturing long-term relationships. 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. About the Author Michael F
Mitch Broderick said Gratitude Marketing sounds great as a title. Gratitude Marketing sounds great as a title, but when actually implemented is a game-changer for anyone in the business of professional services. Michael Sciortino has laid out a manual for making a difference in the lives of your clients as opposed to just making a sale or transaction. This is a book you give t. Not Realistic given TODAY's Consumer Demands Perhaps I am in the minority here (have an INVESTMENT and TAX business for 33 years) but I tried many of these ideas (Open house, "Personalized" gifts, Birthday cards with gift cards, Thanksgiving cards, personalized jar openers, desk calendars, etc). Yes, the clients liked these ideas BUT.it did NOT increase my. Good read! Good reminder of what you should already be doing.
Gratitude Marketing™ taps intothe wisdom of proven professionals who have used these cuttingedge,real-life ideas to build their businesses. You’ll discover how awell-run Gratitude Marketing™ system will put you in control of yourclients’ business consistently as change occurs and their need for yourservices arises or increases. When you combine relationship-buildingideas with consistent nurturing, you create clients for life. This is that book.With the threat of robo-advisors growing every day, financial advisorsneed answers to tw