‘The Financial Adviser – How to be a Successful Practitioner’ is the culmination of four years of financial services theory applied in less than one year with incredible results.
Ian Green doubled his production and still found time to get married, witness the birth of his first son, move house and start his own company.
He began his life insurance career in 1996. After 5 months as a tied adviser he became an IFA. He now runs a successful independent practice in London, England working primarily in the owner/entrepreneur marketplace.
Ian regularly appears as a financial expert on television and radio and writes for the financial press. He is a sought-after speaker at seminars
across the globe.
‘Ian Green is one of the UK’s most successful financial advisers. In a few short years he has developed a business which allows him to enjoy an enviable lifestyle, time to enjoy his family and the respect of his peers.
It isn’t often in a competitive world the truly successful are willing to share their business practices with those looking for success. Ian is the exception. He gives of himself in his many volunteer leadership roles with MDRT and he gives of himself with this book. In fact, it is more than a book, it is the formula for success. Follow Ian’s easily transferable ideas and you will be following a pathway to reaching your goals.
Success is not a matter of chance; success is a matter of choice. Read Ian’s book, follow his ideas and you will be choosing success’
Tony Gordon
Past President, MDRT
Table des matières
Testimonials from Leaders in the Profession iii
Introduction v
SECTION 1, CHAPTERS 1-4 1
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 19
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 83
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 12 103
Contents:
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
EPILOGUE 110
APPENDIX A 111
Associations and Ideas
APPENDIX B 113
Further Reading
A propos de l’auteur
‘The Financial Adviser – How to be a Successful Practitioner’ is the culmination of four years of financial services theory applied in less than one year with incredible results.
Ian Green doubled his production and still found time to get married, witness the birth of his first son, move house and start his own company.
He began his life insurance career in 1996. After 5 months as a tied adviser he became an IFA. He now runs a successful independent practice in London, England working primarily in the owner/entrepreneur marketplace.
Ian regularly appears as a financial expert on television and radio and writes for the financial press. He is a sought-after speaker at seminars across the globe.
‘Ian Green is one of the UK’s most successful financial advisers. In a few short years he has developed a business which allows him to enjoy an enviable lifestyle, time to enjoy his family and the respect of his peers.
It isn’t often in a competitive world the truly successful are willing to share their business practices with those looking for success. Ian is the exception. He gives of himself in his many volunteer leadership roles with MDRT and he gives of himself with this book. In fact, it is more than a book, it is the formula for success. Follow Ian’s easily transferable ideas and you will be following a pathway to reaching your goals.
Success is not a matter of chance; success is a matter of choice. Read Ian’s book, follow his ideas and you will be choosing success’
Tony Gordon
Past President, MDRT
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