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RELATIONSHIP CAPITAL ISN'T AN ASSET; IT'S A PRIVILEGE. WHY THE biggest threat TO OUR BUSINESS IN YEARS IS COMING...AND HOW YOU CAN prepare your practice FOR IT NOW Once in a while, a book comes along that defines the key issues in an industry and offers appropriate strategies and ideas to solve those issues. This is that book. With the threat of robo-advisors growing every day, financial advisors need answers to two critical questions--fast. HOW DO I RETAIN MY CLIENTS? HOW DO I BUILD THAT IMPORTANT BRIDGE TO THE NEXT GENERATION--MY CLIENTS' CHILDREN? GRATITUDE MARKETING(TM) IS THE ANSWER.…mehr

Produktbeschreibung
RELATIONSHIP CAPITAL ISN'T AN ASSET; IT'S A PRIVILEGE. WHY THE biggest threat TO OUR BUSINESS IN YEARS IS COMING...AND HOW YOU CAN prepare your practice FOR IT NOW Once in a while, a book comes along that defines the key issues in an industry and offers appropriate strategies and ideas to solve those issues. This is that book. With the threat of robo-advisors growing every day, financial advisors need answers to two critical questions--fast. HOW DO I RETAIN MY CLIENTS? HOW DO I BUILD THAT IMPORTANT BRIDGE TO THE NEXT GENERATION--MY CLIENTS' CHILDREN? GRATITUDE MARKETING(TM) IS THE ANSWER. Traditional marketing speaks at people. Gratitude Marketing(TM) engages and connects with people. Gratitude Marketing(TM) taps into the wisdom of proven professionals who have used these cutting-edge, real-life ideas to build their businesses. You'll discover how a well-run Gratitude Marketing(TM) system will put you in control of your clients' business consistently as change occurs and their need for your services arises or increases. When you combine relationship-building ideas with consistent nurturing, you create clients for life. The ideas I'll share with you have done one thing for me and the financial advisors who have used them--they have consistently produced results. GROW YOUR PRACTICE THROUGH GRATITUDE. LET'S GET STARTED NOW! Visit www.GratitudeMarketingBook.com.
Autorenporträt
MICHAEL F. SCIORTINO Sr. is founder and CEO of Gratitude Marketing¿, a firm specializing in helping advisors grow their practices through carefully nurturing long-term relationships. He began his career in 1983 as an account executive with E. F. Hutton, where he led the office in opening new account relationships. Following that position, Mike transitioned into wholesaling with Colonial Investments and Pilgrim Funds, where he was recognized for leading the most-improved sales team. 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. Most recently, Mike served as executive vice president and head of distribution for an RIA. Mike is a graduate of the University of New Orleans with a bachelor of science degree in finance.