Summary |
The contents of the book includes-
1. A background to the book
2. A refresher course on the basics
3. How to kick-start your production
4. How to write a business plan
i) How to master your diary
ii) How to control your finances
• Who should read it: New advisers or those who feel their production levels have stagnated
5. A step by step proven daily plan to instantly transform your business and working practices
6. How to guarantee a continuous stream of quality prospects via referrals and other methods
7. The daily points system
• Who should read it: Advisers wanting to double production in less than a year or to work fewer hours
8. Fee charging
9. Three ‘Must Have” business management tools
10. Business creation using compliance
11. Goals – A quick start guide
• Who should read it: Advisers looking to improve client service and new business levels
12. The story 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
|
