An effective strategic framework for successful face-to-face selling for financial services industry professionals Times are very tough for people who sell prof

Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many profess

This book is about generating profitable revenue from existing clients, and converting part-time clients into 100 percent full-time clients. Professionals and f

The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics th