MEDFIELD, Mass., Sept. 23, 2009 — Determining the right steps to take, in the right order, to build an advisory business is a challenge for many. To give advisors the guidance they need, Advisors Trusted Advisor has assembled a time- and experience-tested process in a newly released program, “7 Steps to Effective Business Building for Financial Advisors.” After reviewing the full program and finding the 7 Steps to be an effective approach, the Financial Planning Association (FPA) has endorsed it for promotion and sale in its online store.
“7 Steps to Effective Business Building for Financial Advisors” offers proven strategies to achieve growth in a competitive wealth management and financial planning market. Financial advisors who read the book, follow the activities in the workbook and listen to the audio will quickly grasp and be able to implement these validated solutions into their day-to-day business. The process is presented in an easy-to-understand, step-by-step format, demonstrating how the fastest-growing advisors attract profitable clients in all market conditions.
“Our members are looking for practical, actionable ways to grow their businesses. When we reviewed Advisors Trusted Advisor’s ’7 Steps to Effective Business Building’ program, we knew it would be a great option for FPA members. We’re also excited to be offering a discount to FPA members on this exclusive program,” says Sandy Januchowski, Assistant Director of Marketing for the FPA.
Beverly Flaxington, co-founder of Advisors Trusted Advisor and The Collaborative and author of the 7 Steps program, has been building financial businesses for over 25 years. Readers will gain insight through the real-world business experience reflected throughout the program.
Recent research conducted by Advisors Trusted Advisor from survey responses of more than 350 financial advisors strongly validated the components of the “7 Steps to Effective Business Building for Financial Advisors” program. The survey showed what the program teaches – the firms that do sales planning and execute against it have a higher rate of new business opportunities than those firms that do not.
The results also showed that advisors are giving themselves high marks in only two of the seven areas. Go to http://www.advisorstrustedadvisor.com/7steps/survey.aspx for more on this research.
Readers will learn how to ensure that their message and positioning stand out in a crowded wealth management marketplace. They will also learn how to generate new prospects, how to determine who best within a firm to sell, how to communicate better with the media and clients and much more.
The program includes more than 75 pages of actionable advice and practical tips. It has a separate workbook with 16 worksheets, sample dialogue and checklists. A bonus CD-ROM showcases real-life examples of how advisors have implemented these strategies in their businesses. Exclusive access to a blog designed for “7 Steps” readers also allows people to share their personal experiences and to learn from each other.
Currently, the book may be purchased through Advisors Trusted Advisor at http://www.advisorstrustedadvisor.com/7steps/Index.aspx, and FPA members can purchase “7 Steps” at a discount by visiting the FPA’s online store at http://www.fpanet.org/FPAStore/.
About Advisors Trusted Advisor
Dedicated exclusively to solving the unique challenges of the Advisor market, Advisors Trusted Advisor provides registered investment advisors and wealth managers a one-stop practice management source for organizing, managing, and growing an investment advisory business. Clients enjoy easy access to more than 20 years of research, experience and information covering critical areas of practice management and growth – organized to fit any situation and budget.
For more information, visit http://www.advisorstrustedadvisor.com.
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