Building A Financial Services Clientele, 12th Edition
Buy Now, Pay Later
- – 6-month term
- – No impact on credit
- – Instant approval decision
- – Secure and straightforward checkout
Ready to go? Add this product to your cart and select a plan during checkout.
Payment plans are offered through our trusted finance partners Klarna, PayTomorrow, Affirm, Afterpay, Apple Pay, and PayPal. No-credit-needed leasing options through Acima may also be available at checkout.
Learn more about financing & leasing here.
Eligible for Return, Refund or Replacement within 30 days of receipt
To qualify for a full refund, items must be returned in their original, unused condition. If an item is returned in a used, damaged, or materially different state, you may be granted a partial refund.
To initiate a return, please visit our Returns Center.
View our full returns policy here.
Recently Viewed
Description
This new 12th edition contains some of the most important updates ever made to this highly popular publication. This edition of Building a Financial Services Clientele brings the proven One Card System (“OCS”) to life in a contemporary, high-tech context―penetrating the mechanics of the system itself to expose why the approach works and how you can take advantage of today’s tools and technology while still employing the remarkably effective OCS system. This edition provides step-by-step instructions on how to: Understand the client- building philosophy Use Social Media for improved prospecting Conduct an effective fact-finding interview Use Activity and Efficiency Points to Stay on Track Use the CAM System Understand the consultative sales cycle Enhancements to the 12th Edition: New Chapter: Understanding the Science of Building a Clientele New discussion of the importance of – and how to – stay focused Complete update of the relationship of technology and the One Card System including discussion of technological tools, benefits of technology, networking and social media Increased emphasis on “soft skills” including client research and physiological value of new clients, client guidance and loyalty Enhanced treatment of Client Acquisition Process Enhanced treatment of managing time and relationships CAM (Career Activity Management) System chapter entirely updated Mastering the Client Acquisition Process Expanded instruction in identification of “Qualified Suspects” and turning them to Clients Updating of useful tools for increasing industry knowledge and skills Scripts for the six-step prospecting approach to gaining more clients Tips and scripts for use of the telephone, mail and email Effective communication techniques for today’s producer Tools for customer-relationship management and practice management Setting goals and refining work plans Analyzing and managing activity and production Handling the fact-finding interview Effective closing techniques Maximizing the value of delivery and post-sale contacts Whether you're a beginner or an established professional, there is only one proven system that will bring you true success...that's the One Card System, and this is the book that will help you master these proven techniques. Read more
Publisher : The National Underwriter Company; 12th edition (June 28, 2016)
Language : English
Paperback : 384 pages
ISBN-10 : 1945424001
ISBN-13 : 07
Item Weight : 2 pounds
Dimensions : 8.5 x 0.75 x 11 inches
Best Sellers Rank: #388,481 in Books (See Top 100 in Books) #37 in Business Insurance (Books) #268 in Catalogs & Directories (Books) #10,274 in Unknown
#37 in Business Insurance (Books):
#268 in Catalogs & Directories (Books):
Frequently asked questions
To initiate a return, please visit our Returns Center.
View our full returns policy here.
- Klarna Financing
- Affirm Pay in 4
- Affirm Financing
- Afterpay Financing
- PayTomorrow Financing
- Financing through Apple Pay
Learn more about financing & leasing here.
