Your client's story : know your clients and the rest will follow
by
 
West, Scott, 1959-

Title
Your client's story : know your clients and the rest will follow

Author
West, Scott, 1959-

ISBN
9780793195701

Personal Author
West, Scott, 1959-

Publication Information
Chicago : Dearborn Trade Pub., c2005.

Physical Description
xi, 239 p. : ill. ; 23 cm.

General Note
Includes bibliographical references (p. 195-200) and index.

Contents
Introduction the end of the process as we know it -- The recovery of discovery -- The magnetic power of curiosity -- Six degrees of separation: how you can connect with anyone...anywhere -- Why we can't resist a great question: 11 reasons to stop telling and start asking -- Interested not interesting: find out what makes each client unique -- The question is the answer: moving from monologues to dialogues -- Merging the quantitative and the qualitative -- Part II Questions about life -- Where your client has been: mastering the historical inquiry -- The experience inquiry -- Where your client is: mastering the transitions inquiry -- How your client got there: mastering the principles inquiry -- Where your client wants to be: mastering the goals inquiry -- Part III Intelligent inquiries for building your business -- They mean business: dialogues with the small business owner -- The new retirement dialogue -- The paycheck for life dialogue -- The venture philanthropy dialogue -- The mature dialogue: the legacy dialogue.

Abstract
"Research shows that the most successful financial advisors are those with a discovery process that goes beyond the "what do you have and where is it?" discussion. The advisors' initial dialogues cut to the core of who the prospects are and, ultimately, how they want to use their money. Curiosity and empathy are these advisors' personal hallmarks. As a result, they earn the greatest client trust - and more assets to manage." "Your Client's Story provides hands-on biographical tools to do just that: build a successful financial services business by centering conversations around what is most pertinent to your clients' and prospects' lives. Whether you're an industry newcomer, or an established professional wanting to take your business to a higher level, Your Client's Story will equip you with the information you need to become a world-class story gatherer and successful financial advisor."
 
"The authors share customized "discovery dialogues" for more than 50 life transitions, 50 life goals, and myriad other financial life issues. Each dialogue includes corresponding questions to ask your client or prospect, and the financial implications that need to be addressed as a result. Also featured are success stories of how the approach has revolutionized advisors' and planners' businesses, as well as the lives of their clients."--BOOK JACKET.

Subject Term
Financial planners.
 
Investment advisors.
 
Customer relations.
 
Interpersonal communication.

Added Author
Anthony, Mitch.

Electronic Access
Table of contents http://www.loc.gov/catdir/toc/ecip058/2005004959.html
 
Publisher description http://www.loc.gov/catdir/enhancements/fy0708/2005004959-d.html


LibraryMaterial TypeItem BarcodeShelf NumberCopy
IIEMSAGeneral Books33168020393175332.62 W521Y 20051