Your Clients for Life

Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning.

Your Clients for Life

The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.

Keeping Clients for Life

Why do clients ask the same question over and over? ... There can be several reasons: □ Your presentation went right past the clients. ... Discuss your concept and explain how it will fit into the client's life.

Keeping Clients for Life

A successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychological component to effective client care as well as to issues involving clients' overall financial well-being. People skills, as well as financial planning skills, are necessary to build a successful financial planning business. This comprehensive guide teaches both new and veteran financial professionals how to relate to their clients in meaningful ways, thus growing their business by increasing the long-term retention of those clients. Offered here are insights into such issues as how to determine which clients to accept, how to propose a plan clients can use, how to tread carefully in family situations, how to develop sensitivity and communications skills, and how to work with the media and recognize the importance of building your business one lasting relationship at a time. Karen Caplan Altfest, PhD, CFP (New York, NY), is Vice President of L. J. Altfest & Co., a financial planning and investment management firm. She is also the Director of the Financial Planning and Investments Program at the New School.

Clients for Life

Client relationships, especially long-term ones, are the lifeblood of any company. Service professionals who don't have client management skills have historically been relegated to second-class status. Firms struggle to create career ...

Clients for Life

Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for -- the first in-depth, client-tested guide to developing lasting business relationships. What separates extraordinary professionals from ordinary ones? Why are some professionals always drawn into their clients' inner circle of advisers, while others are employed on a one-shot basis and treated like vendors? Based on groundbreaking research, Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Drawing on insights from extensive interviews with both leading CEOs and today's most prominent client advisers, Jagdish Sheth and Andrew Sobel debunk the conventional wisdom about professional success -- "find a specialty, do good work" -- as hopelessly inadequate in a world where clients have unlimited access to information and expertise. The authors replace these tired conventions with an innovative blueprint, supported by over one hundred case studies and examples drawn from consulting, financial services, law, technology, and other fields, for how you can evolve from an expert for hire -- a commodity -- to an extraordinary adviser. Riveting portraits of both exceptional contemporary professionals and legendary advisers such as Aristotle, Thomas More, Niccolò Machiavelli, and J. P. Morgan reveal how great client relationships are achieved in practice. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis -- big-picture thinking -- that is so highly valued by clients. Acclaimed by leading management thinkers, Clients for Life clearly illustrates the most important attributes and strategies of extraordinary client advisers and shows how you can use them to enrich your own relationships. It provides sophisticated professionals with the tools and insights they need to reap the rewards of lifetime client loyalty.

Power Questions to Build Clients for Life

Power Questions to Build Clients for Life shows how to use strategic questions to implement nine essential clients-for-life strategies.

Power Questions to Build Clients for Life

Use the power of questions to deepen and grow your client relationships The right question can shift a conversation from the analytical to the emotional, from the details to the big picture, and from the past to the future. The result? Deeper client knowledge, more intimate relationships, and a clear understanding of how you can add more value. Power Questions to Build Clients for Life shows how to use strategic questions to implement nine essential clients-for-life strategies. You’ll learn: How to select the right clients to begin with Growth strategies to broaden your relationships Techniques for building personal relationships with your clients Powerful questions to help you connect in the C-Suite Ten questions you must ask your clients every year in order to assess your relationship health Power Questions to Build Clients for Life gives you both the strategies and the key questions to develop trusted partnerships with your most important clients.

Clients for Life

A client-tested guide to building long-lasting business relationships describes the strategies and techniques that work best.

Clients for Life

A client-tested guide to building long-lasting business relationships describes the strategies and techniques that work best.

It Starts With Clients

I highly recommend this book, with its anecdotes and their powerful messages?and the novel illustrations.

It Starts With Clients

World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andrew Sobel, author of the international bestsellers Clients for Life and Power Questions, offers a proven,100-day plan for conquering 14 tough client development challenges and growing your client base in any market conditions. He’s encapsulated 25 years of unique research, including personal interviews with over 8000 top executives and successful rainmakers, into a practical roadmap for winning more new clients and growing your existing relationships. You’ll learn specific strategies to move confidently and predictably from a first meeting to a signed contract, and discover the agenda-setting techniques that create a steady stream of sole-source business. You’ll master the art of reframing client requests, leading to broader, higher-impact engagements. You’ll dramatically sharpen your ability to ask the powerful questions that can transform your client relationships. And, you’ll learn to develop advisory relationships with influential C-suite executives. Andrew illustrates each weekly challenge with real-life examples drawn from thousands of executive meetings. He shares success strategies from having grown and led three highly successful professional service businesses. Andrew has taught these strategies to over 50,000 professionals around the world, and they’re now available to you in this highly readable, portable masterclass. Whether you are early in your career and need a comprehensive guide to grow your client base from the ground up or are a seasoned practitioner who wants to accelerate your business growth, It Starts With Clients will take you to the next level.

Secret To Find Clients For Life Insurance

This book helps you to level-up your sales game by teaching you to: -Clearly identify who needs your products and why they should buy them from you exclusively -Pursue your clients in a non-invasive way to make them feel at ease -Pinpoint ...

Secret To Find Clients For Life Insurance

The best sales professionals do not focus purely on making a sale, they look to build long-term relationships. You want your customers and clients to trust you and come back to you time and time again. Go the extra mile with your customers by, for example, following up after a sale to make sure they're happy with the product and service they received. This is the sort of thing many sales people don't bother with so will make you stand out. This book helps you to level-up your sales game by teaching you to: -Clearly identify who needs your products and why they should buy them from you exclusively -Pursue your clients in a non-invasive way to make them feel at ease -Pinpoint how to meet the right people for success without wasting your time and resources -Identify what makes your solutions special to stand out from the competition -Get the reputation of being the go-to insurance professional in your circle to grow your referrals and business leads organically

Clients for Life

This book is essential reading for any sales consultant who desires to expand their communication skills and improve their relationships with clients.

Clients for Life

Clients for Life is the sequel to Paul Sherry's first book Selling is Not a Science. In Clients for Life, Paul shares his knowledge of using effective communication techniques throughout the sales process. This book is essential reading for any sales consultant who desires to expand their communication skills and improve their relationships with clients. Paul's sales success can be attributed to his exceptional skills in building long-term client relationships, representing quality products and being associated with highly reputable dealership.

Counseling Clients Near the End of Life

The life-threatening illness and death of a loved one, however, can challenge this framework, sometimes calling into question ... but to reconstruct it in a form that does not require his or her physical presence in the client's life.

Counseling Clients Near the End of Life

"I found this book to be a well-written, sensitively presented, and important resource for those engaged in this critical area of work. Thank you, Dr. Werth, for making such a substantial contribution to this field."--Journal of Palliative Care "[This book offers] over 20 contributors, all with impeccable credentials, covering many perspectives that we need to consider more frequently and in greater depth...There is much that awaits you in this book."--Illness, Crisis, and Loss "Counseling Clients Near the End of Life is a marvelous resource for mental health providers who are searching for useful information in areas such as the following: resolving ethical dilemmas; assisting clients in planning for the end of life; counseling caregivers of clients who are near the end of life; and assisting people in dealing with grief. The editor of this work, Dr. James Werth, has done a splendid job of gathering various experts to share their perspectives on end of life care and choices at this time of life--and he has also written an excellent chapter on counseling clients who are dying." Gerald Corey, EdD, ABPP Professor Emeritus of Human Services and Counseling California State University, Fullerton This highly accessible guide to counseling people who are terminally ill and their families fills a critical need in the counseling literature. Written for front-line mental health professionals and counseling graduate students, the text integrates research with practical guidance. It is replete with the experiences of contributing authors who are leaders in counseling terminally ill individuals , real-life case examples, clinical pearls of wisdom, and tables of practice pointers that provide quick access to valuable knowledge. The text offers information that is requisite for all counselors who provide services to persons who are terminally ill and their families. It addresses common issues that influence different types of counseling approaches, such as how the age, ethnicity, or religion of a client affects counselor conceptualizations and actions. The book discusses how to manage symptoms of depression, anxiety, and cognitive impairment near the end of life. It explains how advance directives can be used to assist dying individuals and their loved ones. The counseling needs of family members before and after death are addressed as well as counseling loved ones experiencing complicated grief. The text also examines the particular concerns of counselors regarding self-care and the benefits of working as part of a professional team. Woven throughout are important considerations such as cultural diversity, ethical challenges, laws, and regulations; and advocacy at client and social policy levels. Readers will also benefit from the inclusion of additional references for more in-depth study. Key Features: Integrates research with practical and accessible information Provides clinical ìpearlsî that can be put to use immediately Provides a reader-friendly format that includes real-life case studies and tables with important pointers Describes the counseling experiences of leading practitioners that include examples of successful and unsuccessful interventions Based on a comprehensive framework developed by a Working Group of the American Psychological Association

Dealing with Clients Emotional Problems in Life Coaching

she holds another or others responsible for the adversity, she will hold an otherdepreciation belief and if she holds life responsible for the adversity, she will hold a lifedepreciation belief. A depreciation belief is extreme in the ...

Dealing with Clients  Emotional Problems in Life Coaching

This book is a comprehensive guide for life coaches on how to react and adapt when emotional problems get in the way of coaching. Windy Dryden uses Rational-Emotive Cognitive Behaviour Therapy (RECBT) techniques to offer advice on: when it is and is not appropriate to work on emotional problems when the coach should refer the client to someone else, such as a psychotherapist or counsellor how to use RECBT to help clients with their emotional problems within a life coaching context at what point it is sensible to begin coaching again. Dealing with Clients' Emotional Problems in Life Coaching will be a valuable resource for all those involved in life coaching.

Find Clients For Life Insurance

This book is a direct approach to a cross selling strategies that can help you sell multiple lines of insurance with each one of your clients in your book of business.

Find Clients For Life Insurance

Life insurance can make a big difference to your clients and their family members. They want to buy from someone they know, so make sure you ask. If you don't, someone else will. Without the proper amount of life insurance, households can suffer a large financial impact from the loss of a primary wage earner. The emotional trauma of the loss of a loved one is more than enough to cope with. This book is a direct approach to a cross selling strategies that can help you sell multiple lines of insurance with each one of your clients in your book of business. Whether you are new to the insurance business or simply just trying to perfect your skills, this book will help you make more money and keep clients longer.

Nurse Client Communication A Life Span Approach

Encourage storytelling to determine unique life experiences. • Value the client's life experiences, wisdom, culture, beliefs, and preferences. Applying these communication techniques conveys respect, sustains integrity, and creates a ...

Nurse Client Communication  A Life Span Approach

Nurse-Client Communication presents an overview of effective communication and its influence on therapeutic relationships across the life span. Nursing students, novice, and experienced nurses will find this unique book refreshing, informative, and essential in working with clients, families, and professional colleagues in various practice settings. In addition, this text focuses on the impact of culture, ethnicity, and the impact of the nurse's own culture on communication, empathy, and understanding.

Create Clients for Life

Create Clients for Life


Beyond Customer Service

Beyond Customer Service


Hair Clients for Life

Then this book is for you! It will give you the mental tools to exceptionally service and retain clients, so that those clients become your Hair Clients for Life!"

Hair Clients for Life

Do you have all of the clients you need? Do you want a steady flow of regular clients, filling your days, providing you with a consistent income? Then this book is for you! It will give you the mental tools to exceptionally service and retain clients, so that those clients become your Hair Clients for Life!"

Power Relationships

Each of the 26 laws is illustrated and explained using a compelling, real-life story that shows how to implement it. The second section of the book presents 16 common relationship challenges with specific solutions.

Power Relationships

The Relationship Laws that Drive Success There are powerful but invisible laws that determine whether your relationships —with your clients, colleagues, and friends—will thrive or wither. These relationship laws are ever-present. When you align with them, the results are dramatic. Your network will grow rapidly. You’ll be seen by clients as a trusted partner rather than an expense to be managed. And you’ll find the people around you eager to help you succeed. When you ignore the laws, however, your efforts will falter. Relationship building will seem like very hard work. Power Relationships gives readers a unique, entertaining guide to relationship success at work and in life. Each of the 26 laws is illustrated and explained using a compelling, real-life story that shows how to implement it. The second section of the book presents 16 common relationship challenges with specific solutions. You’ll read about: The top Citigroup executive whose relationship with a CEO was changed forever on a business trip that exploded into chaos, and how you can use the same principle to deepen your own relationships. The philanthropist who, on the verge of being mugged in a dark parking lot, learns how his actions have had an unimaginable ripple effect across several generations How one of the authors flew halfway around the world and used Law 18—“Make them curious”—to turn a make-or-break, five-minute meeting with a top executive into a long-term relationship. The chance encounter on an airplane with a famous actor that revealed a simple but profound truth. It’s Law 25: “Build your network before you need it.” Sobel (author of Clients for Life, All for One, and Power Questions (with Panas)) and Panas (author of Asking and Supremely Successful Selling) have sold over half a million books and are the leading authorities in their field. Power Relationships is a unique, road-tested guide to relationship success.

Be a Powerful Life Coach

Inside this book, he'll show you step-by-step how to become a prosperous life coach, and make an awesome career out of it.

Be a Powerful Life Coach

Let's face it. It's not easy to get paid as a life coach...unless you know EXACTLY what to do. Daniel Robbins has been a 6-figure life coach since 2010, and he always talks about how the world needs more life coaches. Inside this book, he'll show you step-by-step how to become a prosperous life coach, and make an awesome career out of it. Here are the things you'll learn: How To Start A Successful Life Coaching Business How To Make Good Money As A Life Coach The Best Places To Market Your Services Top Websites and Recommended eBooks To Get Started And Advance Your Life Coaching Skills The Secret Strategy To Get A Ton of Potential Clients and Turn Them Into Paying Clients Ways To Build A Life Coaching Website Fast The Social Networks You Need To Be Involved In How To Get Testimonials That Sell Your Services How To Give Motivational Speeches The 30-Day Formula That The Successful Life Coaches Swear By What Readers are Saying: "Are you looking to explore the secret to creating a successful life coaching business, or to improve your coaching skills? That's the aim of this volume. It walks you through the basics of the coaching field, while pointing out some examples of, for instance, two types of coaches, and what makes a client choose one coach over another. It also shows you how to build your business, how to market, and how to engage with your colleagues, as you develop business to business relationships. Overall a solid starting point for the novice, or for one looking to determine what they're missing, haven't tried or considered yet, or what they can do to further grow or expand their business. A quick read, it gets to the point, stays on point, without all the fluff; just like a good coach;)"

The Connectors

PRAISE FOR THE CONNECTORS "The Connectors is truly a book after my own heart! Across the world, BNI has been built on similar concepts. This great book takes an in-depth look at what it takes to create valuable business relationships.

The Connectors

Learn the relationship-building secrets that lead to lifelong clients, repeat customers, and endless referrals In today's commoditized marketplace, no matter what product or service you sell, there's probably someone somewhere able to offer it cheaper, faster, and maybe even better. So how do you differentiate yourself from your competitors? The Connectors shows that the only thing that truly sets you apart is the quality of your relationships with your clients and customers. Everyone knows that relationships are important in business. Yet most people would admit that their relationships could be better—but don’t spend time working on the underlying skills. This book explains how to develop better, more profitable connections—as illustrated proven by some of the world’s most successful professionals. Even if you're not a “people person,” you can dramatically grow your business or your career through a few simple approaches to relationship-building. The Connectors presents a five-step methodology that lead to lifelong clients, repeat customers, and endless referrals. Inside, you'll learn how to: Stop networking and start truly connecting Create an avalanche of referrals and an army of happy customers Become a "connector," even if you’ve never been a "people person" Find your social IQ—and improve it Put relationship-building principles to work daily Focus on others and reap the rewards yourself Ask the right questions—and sell without selling Differentiate yourself through the impact you have on others In The Connectors, Maribeth Kuzmeski, founder of Red Zone Marketing, LLC, and consultant to Fortune 500 firms, shows you how to build profitable, long-lasting business relationships.

Psycho social Career Meta capacities

These narratives should stimulate clients to develop their career personality and four adaptability resources and to identify their life themes (Savickas 2005). To understand how individuals construct their professional lives, ...

Psycho social Career Meta capacities

This book introduces a coherent perspective on the self-regulatory career meta-capacities that individuals, as career agents, need to successfully manage their career development in a boundaryless occupational world. Enriched by empirical data and case studies by subject specialists in the fields, it serves as a cutting-edge benchmark for specialists, professionals and post-graduate students in the careers field to study. This book allows an in-depth view of the most recent research trends on the critical psycho-social constructs influencing the adaptation, adaptivity, adaptability and employability of individuals in a turbulent, uncertain and chaotic work world. In addition, it offers the practising professional new perspectives of career constructs and measures to consider in career counseling and guidance for the contemporary career.

Client Life Skills Workbook

Helen Harberts. HC The HAZELDEN COMMUNITY CORRECTIONS PROJECT Client Life Skills Workbook The HAZELDEN COMMUNITY CORRECTIONS PROJECT Client Life Skills Workbook Helen. Helen Harberts Front Cover.

Client Life Skills Workbook