From Irrelevant to Indispensable! - Garuda, Rao; Schulte, Gary
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Many financial advisers feel challenged by the changing terms of engagement regarding their approach to acquiring new clients and serving existing clients. We offer readers three key resources: First, a sales process that is client-centric and delivers value that cannot easily be accessed elsewhere by the prospect. Second, a software system that enables advisers to offer objective choices to clients that eliminate conflicts of interest and support best interest standards. Third, a network of like-thinking financial service professionals, educated and trained in the ways of the future by a…mehr

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Produktbeschreibung
Many financial advisers feel challenged by the changing terms of engagement regarding their approach to acquiring new clients and serving existing clients. We offer readers three key resources: First, a sales process that is client-centric and delivers value that cannot easily be accessed elsewhere by the prospect. Second, a software system that enables advisers to offer objective choices to clients that eliminate conflicts of interest and support best interest standards. Third, a network of like-thinking financial service professionals, educated and trained in the ways of the future by a faculty that is among the last of a storied generation in our industry.
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Autorenporträt
Rao Garuda, ChFC, CLU, a native of India, is an iconic financial adviser, mentor, coach, and philanthropist. He has donated over $1 million to his favorite charity, providing clean drinking water to poor villages in his native India, and he routinely engages doctor clients to accompany him to India to do pro bono work. Gary Schulte, CLU, has more than fifty years of experience designing, building, and managing product delivery systems at the most senior level of the life insurance industry. His consulting firm, Distribution Solutions, has been retained by several of the top ten life insurance companies, as well as by major banks and wire houses to assist with their product, marketing, and corporate strategies. He's the author of three other books on financial services. George Thom, ChFC, CLU, became a member of the Million Dollar Round Table and went on to become the number one agent in his company while still in his twenties. He is the creator the FSN Decision Process software, which is a major theme of this book.