Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan

Marketing for Financial Advisors: Build Your Business by Establishing Your Brand, Knowing Your Clients and Creating a Marketing Plan

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by Eric T. Bradlow, Keith E. Niedermeier, Patti Williams
     
 

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The definitive guide to marketing

your way to growth and profits


“This book will yield the greatest return to those financial advisors who

are ‘long’ on investment experience, but ‘short’ on marketing savvy.”

—Sam Stovall, Chief Investment Strategist, Standard & Poor’s Equity Research<

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Overview

The definitive guide to marketing

your way to growth and profits


“This book will yield the greatest return to those financial advisors who

are ‘long’ on investment experience, but ‘short’ on marketing savvy.”

—Sam Stovall, Chief Investment Strategist, Standard & Poor’s Equity Research



Marketing for Financial Advisors demystifies marketing jargon and provides

practical, concrete tools that time-constrained advisors can use to

not only maximize ROI but, more importantly, develop a client-centric

marketing orientation that can better meet client needs.”

—Stephen Horan, Ph.D., Head of Professional Education

Content and Private Wealth, CFA Institute



“Every financial advisor should read this book, especially if he or she

thinks the competition will. I have never seen a marketing treatment as

on-target for financial advisors interested in managing their practices

well for both their and their clients’ well-being.”

—Christopher C. Geczy, Ph.D., Academic Director, Wharton Wealth Management

Initiative, and Adjunct Associate Professor of Finance, the Wharton School



“The authors have provided the framework for financial advisors to

institutionalize the best practices of more than 800 top advisors.”

—Eva Vitale, Learning Executive, Insurance Industry

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Product Details

ISBN-13:
9780071605151
Publisher:
McGraw-Hill Education
Publication date:
03/22/2009
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
300
Sales rank:
744,205
File size:
3 MB

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