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    Game Changers: 7 Things Every Financial Advisor Needs to Know
    Game Changers: 7 Things Every Financial Advisor Needs to Know
    Game Changers: 7 Things Every Financial Advisor Needs to Know
    Ebook62 pages1 hour

    Game Changers: 7 Things Every Financial Advisor Needs to Know

    By Thomas Miller

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    About this ebook

    Tired of wasting your time on prospects who never buy from you? Or do you have so many clients to service that you find yourself unable to find time to go after the big fish? In "Game Changers: 7 Things Every Financial Advisor Needs to Know", author Thomas H. Miller reveals the strategies and principles financial advisors need to master to compete for top clients.

    The book is directed at advisors who are frustrated with plateauing profitability and tired of the daily grind of finding (and keeping) good clients. It is also directed at veteran financial advisors who feel enslaved to a large book of business that constantly demands their time, effort, and energy but seems to produce very little in the way of profits.

    LanguageEnglish
    PublisherThomas Miller
    Release dateApr 9, 2014
    ISBN9781310863417
    Game Changers: 7 Things Every Financial Advisor Needs to Know

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      Book preview

      Game Changers - Thomas Miller

      Table of Contents

      Title Page

      Copyright Page

      Acknowledgements

      Dedication

      Introduction: The Changing Landscape

      Chapter 1: You are not in the financial services business

      Chapter 2: Clients buy you, not your product and not your company

      Chapter 3: The 80/20 rule

      Chapter 4: Free yourself from unprofitable clients

      Chapter 5: You are not an asset manager; you are an asset gatherer and your clients’ personal CFO

      Chapter 6: Build your team and become an expert at something

      Chapter 7: Focus on quality, not quantity

      Final Thoughts

      About the Author

      Game Changers: 7 Things Every Financial Advisor Needs to Know

      Thomas H. Miller

      Smashwords Edition

      Copyright © 2014 by Thomas Miller

      All rights reserved.

      Smashwords Edition, License Notes

      This ebook is licensed for your personal enjoyment only. This ebook may not be re-sold or given away to other people. If you would like to share this book with another person, please purchase an additional copy for each recipient. If you’re reading this book and did not purchase it, or it was not purchased for your use only, then please return to your favorite ebook retailer and purchase your own copy. Thank you for respecting the hard work of this author.

      This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that neither the author nor the publisher is engaged in rendering legal, accounting, securities trading, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional person should be sought. – From a Declaration of Principles Jointly Adopted by a Committee of the American Bar Association and a Committee of Publishers and Associations

      Acknowledgments

      There are so many people I would like to thank for helping me complete my first attempt to author a book on the subject of business. Game Changers has benefited immensely from the wisdom and generosity of many. Thank you to my fellow colleagues, authors, and friends who have been so willing to lend their ideas, feedback, criticism, and support to this book to give my readers a piece worth reading. Specifically, I would like to extend a special thank you to Rick Mayo, M.S., CFP®, Tom Santi, CFP®, and Mark Hebert, CFP® for their wisdom and insight. Without their helpful feedback, I fear this book would have been a dreadful failure. This book would also not have been possible without my clients over the years that helped shape my practice and taught me many valuable lessons along the way. Most importantly, thank you to my beautiful wife Margaret, for your unwavering support of me every step of the way. You have always believed in me and for that I will be eternally grateful. Thank you for your truly unconditional love, for being an amazing mom to our children, Harrison and Josephine, and allowing me to pursue my passions in life.

      Dedication

      To my wife, soul mate, and best friend, Margaret – I love you dearly now and forever.

      To my children, Harrison and Josephine – may Daddy make you proud and may you always have the opportunity to pursue your own passions in life.

      Introduction: The Changing Landscape

      The line it is drawn

      The curse it is cast

      The slow one now

      Will later be fast

      As the present now

      Will later be past

      The order is

      Rapidly fadin’

      And the first one now

      Will later be last

      For the times they are a-changin’. – Bob Dylan

      I can still remember the excitement I had when I joined the financial services industry as a financial advisor back in 2006. I was a college intern for a Fortune 500 company and I had just secured a position as a financial services representative intern, an internship consistently ranked in the top 10 year after year by some of the top ratings services. The internship was so highly rated because it wasn’t like many of the other internships available for aspiring business majors and college students. This internship didn’t involve going on coffee runs for the boss or data entry into a CRM (customer relationship management) system. I would actually get the chance to test drive a career as a financial advisor. Granted, the experience would be somewhat limited in that I was

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