In the world of financial services, networking and trust building is much more effective for building new business than traditional sales tactics. Financial advisors, insurance agents, bankers, and hedge fund managers must develop relationships to sell their products otherwise they will fail. And most do! 90% of financial advisors fail out of the business within 2 years because they don’t learn effective communication and relationship building skills. Networking is vital in helping financial services firms recruit and hire the right candidates and helping those candidates succeed in growing a successful practice. Financial services is a unique industry and selling effectively requires a long-term approach. This is the only book on the market that addresses networking and sales specifically for financial advisors, brokers, agents, planners, reps, originators, and producers.
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