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

Patti Williams (Author)

Print List Price:	�27.99
Kindle Price:	�20.22 includes VAT* & free wireless delivery via *Amazon Whispernet*
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Length: 288 pages
Don't have a Kindle? Get your Kindle here.

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Product Description

Brokers, agents, financial planners, and financial consultants--you need a primer for building their business through marketing. Marketing for Financial Advisors helps you create a plan and bring in clients that will ultimately build a thrivingpractice.

From the Back Cover

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

See all Product Description

Product details

Format: Kindle Edition
File Size: 1162 KB
Print Length: 288 pages
Publisher: McGraw-Hill; 1 edition (17 July 2009)
Sold by: Amazon Media EU S.� r.l.
Language English
ASIN: B002BFME24
Text-to-Speech: Enabled

Amazon Bestsellers Rank: #327,371 Paid in Kindle Store (See Top 100 Paid in Kindle Store)

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Amazon.com: 5 reviews

13 of 14 people found the following review helpful

Understand the focus of this book 9 Feb 2010

By Bookpuppet - Published on Amazon.com

Format:Hardcover

I've been a financial advisor for 10 years and have always found information about marketing for individual advisors to be almost non-existant. So, after finding this book and reading the reviews, I was excited that experts (marketing professors from Wharton, no less) had finally written a book focused for my profession.

I was very disappointed. It is true that the book is a very thorough walkthrough of the theoretical concepts of marketing and how they apply to the financial industry. However, it is EXTREMELY short on practical, actionable advice for individual advisors. Much of the first 1/4 of the book seems much more applicable if you are management in a regional broker dealer, not an advisor trying to build your own practice. If you are an advisor and have bothered to read anything about building your practice, you will have already heard of the few specific ideas that are presented(advisory boards, niche marketing). And if you have read a few articles on [...], you will have seen much more in-depth discussions on how to execute action steps than found in this book. There are much better marketing ideas in "Building Your Multi-Million Dollar Practice" by Vessenes/Vessenes, and that book only has one chapter on marketing.

I don't disagree with what is said in the book. I do vehemently disagree this book is extremely helpful to individual advisors. Subscribe to [...], buy Vessenses book and you will be much better armed to go out and build your practice.

7 of 8 people found the following review helpful

Finally, an EXCELLENT book on Marketing for Financial Services! 20 July 2009

By Jimmy Jams - Published on Amazon.com

Format:Hardcover

This book is a great guide to help build your financial services business. I especially like the sections on investor psychology and niche marketing. These are topics that are lacking in many similar books that seem to be filled with mostly anecdotes. One of the best things about it is that it takes established marketing models and best practices and clearly applies them to being a financial advisor. This would also be a good book for anyone in financial services like estate planners, insurance advisors, and mortgage brokers.

4 of 4 people found the following review helpful

Nice theory, little substance. 20 July 2010

By The Pragmatist - Published on Amazon.com

Format:Hardcover

After being in the business for 14 years, I was looking forward to getting some good advice from the experts at Wharton. Unfortunately, it was a total waste of money. Remember the old saying "those who can't do, teach?" Well, this is the true embodiment of that common saying. This would be a great textbook for marketing majors in college who wish to study the field, but there is little useful hands-on practical advice to be gained. Everything worth value in this book could be skimmed by reading the latest issue of Investment Advisor magazine. What advisors in the wirehouses like Merrill and Morgan, as well as the independents with LPL and Raymond James need is a step-by-step guide to new client acquisition strategies. This isn't it. If you are a financial advisor in the beginning of your career, try "The Million Dollar Financial Services Practice" by David Mullen. If you are a senior advisor, try "the Million Dollar Financial Services Advisor", also by David Mullen. If you are starting an independent financial planning practice,try "Getting Started In Financial Planning" by Jeffrey Rattiner. If you are only interested in client acquisition, no matter where you are in your career, you need "Effort-less Marketing for Financial Advisors" by Steve Moeller. Trust me, I advise advisors for a living. I advise you to avoid this book.

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Popular Highlights

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1. Customers (clients) 2. Company 3. Competition 4. Context 5. Collaborators &quote;

Highlighted by 12 Kindle users

Prospects and clients are not so much making decisions based on the products that you offer, but rather on your reputation for service and advice. &quote;

Highlighted by 11 Kindle users

Developing a value proposition. What unique product or service does your financial advisory practice provide in comparison to others? What is your point of differentiation? &quote;

Highlighted by 10 Kindle users

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