Knockout Networking for Financial Advisors and Other Sales Producers: More Prospects, More Referrals, More Business

Michael Goldberg

"In the world of financial services, networking and trust building is much more effective for building new business than traditional sales tactics. Financial advisors, insurance agents, bankers, and hedge fund managers must develop relationships to sell their products otherwise they will fail. And most do.


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Book Information

Publisher: Wiley
Publish Date: 04/07/2020
Pages: 304
ISBN-13: 9781119649090
ISBN-10: 1119649099
Language: English

Full Description

90% of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. And nobody in their firm, agency, branch, or shop trains them how! Knockout Networking for Financial Advisors is the only book written for sales producers in the financial services industry focused on making more connections through networking

In the wake of the COVID 19 pandemic, networking, developing relationships, generating referrals, and making important connections are as important as ever. The ideas and approaches in Knock Out Networking for Financial Advisors can be applied immediately to virtual meetings, online networking groups, social media, podcasts, and of course, phone calls. The problem is, most advisors and sales producers are not born networkers; they develop the skills and confidence through education, training, practice, and having a positive attitude.

Knockout Networking for Financial Advisors covers everything you need to know about going to the right places (virtual or not!), saying the right things, and meeting the right people―essential skills for a financial advisor or sales producer that's serious about making more and better connections! The result? More prospects, more referrals, and more business.

Author Michael Goldberg is a networking specialist, speaker, trainer, author (and boxer!) focused on helping financial advisors, brokers, agents, reps, wholesalers, and other sales producers grow their business or practice through networking.

In this �must read if you�re a financial advisor� book, you will learn how to:

  • Confidently meet and greet new people in business settings
  • Further define your Target Market to establish more and better connections
  • Deliver a �knockout� elevator speech (not a script!)
  • Generate more prospects and referrals from current client base
  • Establish important relationships generating more business opportunities

Bottom line, networking is the most effective way to attract more prospects, more referrals, and more business to your corner. Remember�keep the left up!

About the Author

Michael Goldberg is a networking expert specializing in helping financial advisors, brokers, agents, reps, product wholesalers, and other sales producers grow their business. His clients include Morgan Stanley, Merrill Lynch, John Hancock Investments, Northern Trust, Griffin Capital, SAP, Brother International, Rabobank, Guardian Life, Jackson National, State Farm Insurance, and Chubb.

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