Taming the Four-Headed Dragon: A Must-Have Guide for Financial Advisors: Get the Sales Growth You Need, the Clients You Want—All with Limited Time

Bill Walton

Mar 2014 · iUniverse

About this ebook

A financial advisors job can be one of the most rewarding in todays economy. You follow the markets, help people reach their financial and personal goals, and make a decent living while doing it. But the recent downturn in the global economy and general skepticism regarding Wall Street has advisors working harder than ever to manage and grow their business. Every FA must sign more new clients to keep their practice viable.

If you are a financial advisor who is struggling to balance all that it entails to run, market, and administer your business, then Taming the Four-Headed Dragon is the book for you.

This phenomenal book, as one reviewer called it, is packed with proven tactics and strategies to help financial advisors be clear on who is an ideal prospect for them and arm their referral sources with relevant messaging to make these connections. Author Bill Walton provides a prospecting system that turns every conversation or meeting into a beneficial next step toward closing business.

This must-have guide for all financial professionals who sell reveals how to:

set meaningful goals that pull you toward action; profile your ideal client; write a clear and compelling value proposition; craft and share crisp messaging with referral sources and centers of influence; and conduct meetings that always lead to a next step.

Bill Waltons sales training programs have been adopted by Wall Streets top firms and high-profile Fortune 500 companies. Drawing on his years of experience and success from the sales forces that he serves, Bill Walton has provided an essential guide for achieving success in the ever-competitive arena of financial sales.

About the author

Bill Walton is the president of ProDirect, a sales training and coaching firm that serves clients in the Fortune 500. He specializes in helping financial services firms create greater value for clients than their competition. He is a coauthor of the book The Winning Way with sales guru Brian Tracy and author of the news blog Value Creation Selling. He has been a featured guest on CNN and shares his latest sales training leadership on SKYRadio and SalesRep Radio. He and his wife, Amy, and their daughter, Juliet, live in Lawrenceville, New Jersey.

For more information, visit:

www.billwaltonsalestraining.com www.prodirectcoach.com