The Complete Financial Advisor
By (author) William F. Cole
Normal Price: $57.00
Your Price: $51.30 AUD, inc. GST
Shipping: $7.95 per order
You Save: $5.70! (10% off normal price)
Plus...earn $2.56 in Boomerang Bucks
Availability: Available, ships in 8-11 days
Complete Financial Advisor by William F. Cole
Book DescriptionThe Complete Financial Advisor: seven steps to becoming an exceptional financial advisor in today's marketplace! Develop the image, attract the clients, and build a "concierge level" practice. Above the best!
Buy Complete Financial Advisor book by William F. Cole from Australia's Online Bookstore, Boomerang Books.
Book DetailsISBN: 9781412081030
(229mm x 152mm x 10mm)
Imprint: Trafford Publishing
Publisher: Trafford Publishing
Publish Date: 8-May-2006
Country of Publication: Canada
Customers who bought this also bought...
Books By Author William F. Cole
Complete Sales Manager, Paperback (September 2006)» View all books by William F. Cole
The Complete Sales Manager is a guidebook for current sales managers and branch office managers in the financial services industry looking for sales ideas and strategies to have a successful career!
» Have you read this book? We'd like to know what you think about it - write a review about Complete Financial Advisor book by William F. Cole and you'll earn 50c in Boomerang Bucks loyalty dollars (you must be a member - it's free to sign up!)
Author Biography - William F. Cole
My journey towards becoming a financial advisor began in January of 1985 and spanned over 20 years as both an advisor and a manager. I worked in all 3 major channels of distribution- the wire house, the independent, and the bank brokerage- and in small, medium, and large demographic markets. I hold or have held the following licenses: NYSE Series 8, NASD Series 4, 7, 24, 53, 66, and various state life/health/ and variable annuity licenses-I've been there! As a former helicopter pilot in the US Army, flying "nap of the earth" missions in an attack helicopter company, I knew that I needed an exciting new career to keep me going. I was searching for a career path in an industry that would allow me to work hard and get paid hard. I also wanted a career field where I could help others achieve a measure of success in their own lives. The thought of teaching and helping others, through financial advice, was very appealing to me. I began my career with a mid west regional brokerage firm not headquartered in Wall Street. I particularly liked the attitude they had in their training in that there was no one right way to present or sell, but many ways to do it. The key seemed to be to observe and study the various ways and methods of selling and presenting and decide on the one that was natural and comfortable for you. In my first year of selling, I achieved a company milestone in production and the office was awarded a bonus based on my first year production. This was the first time an office trainee had gotten this recognition for the office and I entered the branch manager training program with them, completing the NYSE series 8 program. Seminar presentations became the cornerstone of my business model. A newsletter became another cornerstone of my marketing plan. The newsletter evolved into a weekly column in the local Sunday newspaper. Another tool of marketing that I used was a new tool, the audio business card developed by Steve Anderson, known as the "cold calling cowboy". I still have one remaining copy of that audio business card. As Steve used to say, "It's a business card with shelf life". I also used to call the local television and radio stations and offer my services as a local financial "expert". I was always amazed at their receptiveness for a local financial "expert" speaker. I survived the crash in October of 1987 and later went into business with another partner as an independent financial planner. I completed my certification as a financial planner in 1991 while activated in support of Operation Desert Storm/Desert Shield. In 1994, I entered the bank brokerage market via a regional bank. I eventually moved to another regional bank and became the state investment officer for that bank. From there, I moved to a top 10 bank brokerage program and was a regional sales manager, both in small and large markets. The idea to become a sales coach and personal trainer was founded on the belief that I really enjoyed coaching individuals and getting them to achieve higher success in their life. I enjoyed getting them on the path of possibilities and making them believe that they are capable of doing more than they thought they could do and enjoy watching them and their success. I think the epiphany came in April of 2005 when I attended a Zig Ziglar workshop. One of the speakers said, "...if you can't and don't recognize the land of opportunity you have here in America, you need to pack your bags and get off the planet because there is no greater land of opportunity than there is here in the United States of America." As a manager that has interviewed untold numbers of candidates for financial advisor type positions, if there is one quality that they have to have that I can't put in nor any other sales coach can put in, and that is they've got to have a fire, a drive, and a desire to want to do better financially and for the themselves and their loved ones. You've got to have the desire and the fire. Everything else can be taught and learned, but you've got to have that strong inner desire and want to do it. It is my sincere hope that my over 20 years experience in the financial services market, both in the wire house, the independent, and in the bank brokerage environment and as both an advisor and a manager, will benefit you in moving your career to the next level.
Bestselling Books: Our Current Bestsellers | Australia's Hottest 1000 Books | Bestselling Fiction | Bestselling Crime Mysteries and Thrillers | Bestselling Non Fiction Books | Bestselling Sport Books | Bestselling Gardening and Handicrafts Books | Bestselling Biographies | Bestselling Food and Drink | Bestselling History | Bestselling Travel Books | Bestselling School Textbooks & Study Guides | Bestselling Children's General Non-Fiction | Bestselling Young Adult Fiction | Bestselling Children's Fiction | Bestselling Picture Books | Top 100 US Bestsellers
Phone: 1300 36 33 32 (9am-5pm Mon-Fri AEST) - International: +61 2 9960 7998 - Online Form
Address: Boomerang Books, 878 Military Road, Mosman Junction, NSW, 2088
© 2003-2017. All Rights Reserved. Eclipse Commerce Pty Ltd - ACN: 122 110 687 - ABN: 49 122 110 687
For every $20 you spend on books, you will receive $1 in Boomerang Bucks loyalty dollars. You can use your Boomerang Bucks as a credit towards a future purchase from Boomerang Books. Note that you must be a Member (free to sign up) and that conditions do apply.