How to Use this Book
Testimonials from Financial Advisers
About the Authour
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 guarentee 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 sevice and new business levels
Section 4 - Chapter 12
Contents:
The sory of how I came to run my own IFA 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
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