Marketing and Selling to Business Owners: A Financial Advisor's Guide to Dominating this Lucrative Market - Paperback

by Robert McLaughlin (Author)

Are you a financial advisor either just starting in the business, or an established advisor who wants to re-energize your marketing? Do you want to specialize in serving a very lucrative and profitable niche? This book will help you get started: - learn from the mistakes of countless advisors, and gain access to the tips and tricks of successful advisors; - decide which lucrative market(s) to target; - create a strategy to market and sell to your chosen markets; - market to a particular niche in an efficient manner; - formulate tactics to give you a step-by-step action plan to achieve your goals; - create a business plan and marketing plan to help you hit your revenue goals; - spend more of your time doing the one thing that is crucial to your success as an FA: selling. The book teaches you the most important items that were skipped in your training as a financial advisor: the proper way to set goals, how to relate goals to the actions that will make you a success, how to choose a market, and how to market to the right people.

Author Biography

For nearly two decades, Robert McLaughlin has studied the strategies that financial advisors and other business owners use to grow their businesses on a massive scale. In addition to compiling these secrets of the successful, he has served as a consultant to advisors, helping them implement focused and effective business plans and position themselves for massive growth.