Connect with Clients. Shape Your Future. Differentiate You!
Co-authored by respective Presidents, Sarah Dale and Krista Sheets, this book is intended for financial professionals in any phase of their career who are committed to providing 5-Star service to their clients. Whether you are a financial advisor, financial planner, insurance specialist, junior advisor, sales assistant, or service associate, the content and resources of this book are both applicable and compelling.
This 200+ page compliance-reviewed book is truly a comprehensive solution to driving sales through service. Included is a 5-step process with dozens of sample letters, scripts, checklists, and tools to help financial professionals attract and retain ideal clients and take their businesses to new heights. This action-based resource is a unique solution to changing the practice and can lead to the following dramatic results:
- An increase in both assets managed and revenues generated
- An increase in asset retention, client retention, and loyalty
- An increase in referrals by building client advocacy
- A more efficient practice and team
- Personal satisfaction in doing right by the client
Private Labeling of Know Service book
We’d be happy to provide you with a price for the private labeling of our Know Service book. As this book is self-published, we can customize a cover with your logo at a fairly minimal additional cost; alternatively, you may choose to add a company- branded label or sticker on the cover.