SMART Marketing

SMART Marketing
By: Larry Biederman

When Larry Biederman joined Merrill Lynch in the 1960s he tried the standard sales tactics – and, like half of all financial advisors, was in danger of failing and quitting. But when he tweaked his process he ended up in the top 5% of brokers in his firm and went on to fifty years of a successful and fun career.

In this book, Biederman explains his five marketing steps to enjoyably build and expand your financial advisory practice. From identifying prospects, developing a relationship, providing superior service, and more, each step comes with a clear explanation, scripts, case studies, and closing action steps for you to implement in your own business. Highlighting independent research and his personal experiences, Biederman shares proven advice for every financial advisor, no matter your experience level.

You can earn your dream client’s investment business and build a career that provides success and fulfillment. Tired and boring sales tactics will get you tired and boring results – if you get any results at all. By using your own creativity and passion, you’ll not only have success, you’ll have fun. A brisk guide to working smarter, not harder, this book is key to your success.