-
The Advisor Playbook
- Regain Liberation and Order in Your Personal and Professional Life
- Narrated by: Duncan MacPherson, Chris Jeppesen
- Length: 9 hrs and 32 mins
- Unabridged Audiobook
- Release date: 12-15-16
- Language: English
- Publisher: Author's Republic
- Whispersync for Voice-ready
Regular price: $19.95
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In today's unsettled financial markets, where most pension plans died out with the 20th century and where no one's certain of the future of Social Security, hardworking people turn to financial advisors to guide them to a worry-free financial lifestyle. But do you really know how to find a legitimate financial advisor? Do you understand the jargon advisors use to explain your investments? And, most important, do you know the answers to the most critical questions that will affect your financial future: How much are advisors' fees, and just how safe are the investment choices they make on your behalf?
Publisher's Summary
Practice management is often misunderstood. The Advisor Playbook will take the mystery away.
Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.
Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable, and ensuring the owner runs the business and not the other way around.
Duncan MacPherson and Pareto Systems have been in the forefront of practice management in the realm of the professional advisor for a quarter-century. Chris Jeppesen of First Trust brings his own decades of professional knowledge to the table. The processes in The Advisor Playbook have grown over those years, through constant refinement and improvement. They'll help you to perform that same refinement and improvement on your business, and regain liberation and order in your personal and professional life.
As you progress through the book, you'll realize that each process is implemented in synergy with every other. Referrals are influenced by your service, which is influenced by your process, which is influenced by your philosophy, which is influenced by your ideal client definition, life and business goals. Nothing exists in a vacuum, and everything is, in the end, focused on a single unwavering goal: To build real, advocate relationships with your ideal clients that will generate both growth through referrals and the capacity for that growth.
The Advisor Playbook will guide you to an actionable plan and process that makes going to work a positive experience, and a positive investment.
What members say
Average Customer Ratings
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- JF
- 08-06-18
Great Book
This book really is the playbook advisors need. I got many great ideas, and each idea is actionable, not just a vague notion. My business is in the process of being transformed, and many of the improvements have come directly or indirectly from ideas in this book.
1 of 1 people found this review helpful
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Overall5 out of 5 stars
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Performance1 out of 5 stars
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Story5 out of 5 stars
- Justin Price
- 12-20-17
Great Material
How could the performance have been better?
The material is phenomenal. The audiobook has portions that literally sound like they were recorded on an iPhone - in a bathroom. Only some sections are that way, though. Once you get past it, the content is great!
1 of 1 people found this review helpful
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Anonymous User
- 10-07-18
Simply brilliant, simple & effective concepts
Focuses on the idea of building a relationship vs making a sale. Value what's important to a client and they will value you. A book I will be going over many more times