How to Use this Book

Testimonials from Financial Advisers

About the Author

Introduction

Section 1, Chapters 1—4

Contents:

A Background to the Book

A Refresher Course on the Basics

How to Kick-start your Production

How to Write a Business Plan

      How to Master your Diary

      How to Control your Finances

Who should read it: New advisers or those who feel their production levels have stagnated

Section 2 - The Success Plan, Chapters 5—7

Contents:

A Step by Step Proven Daily Plan to Instantly Transform your Business and Working Practices

How to Guarantee a Continuous Stream of Quality Prospects Via Referrals and other Methods

The Daily Points System

Who should read it: Advisers wanting to double production in less than a year or to work fewer hours

Section 3 - Chapters 8—11

Contents:

Fee Charging

Three ‘Must have’ Business Management Tools

Business Creation using Compliance

Goals - A Quick Start Guide

Who should read it: Advisers looking to improve client service and new business levels

Section 4 - Chapter 12

Contents:

The Story of How I Came to Run my Own Iifa Firm as Well as Being an Author, Broadcaster and Speaker and Still Spend Time at Home

Who should read it: Advisers wishing to replicate some or all of the above

Epilogue

Thanks

Appendix A

Associations and Ideas

Appendix B

Further Reading