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The Connected Advisor, by Maureen Wilke
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The CONNECTED Advisor: Eight Months to Building an Extraordinary Practice provides the strategy, templates and scripts to brand a practice, deepen relationships, automate referrals and retain top clients.
Maureen Wilke has worked with Fortune 500 financial services and insurance firms, including Morningstar, AXA, LPL, Guardian Life Insurance, RS Funds, banks, credit unions and the Money Management Institute, to help advisors and professionals build successful practices. Maureen Wilke’s workshops, presentations, webcasts, videos and book are known for providing the “how to do it” using a proprietary system with proven strategies, templates, and tools.
The CONNECTED Advisor includes:
- an assessment tool to track and measure results
- the 80/20 client segmentation with tracking chart
- templates for creating your unique brand and service levels – Why You?
- social media strategies
- automating a 36-touch point client communications calendar
- client and prospecting events that win new business and referrals
- client reviews with scheduling techniques
- strategic partner and client advisory boards
- a special bonus chapter features how to “Capture the $2 Trillion Retirement Rollover Market.
“I've known and worked with Maureen Wilke for many years. I personally have found real benefits in her program. Whether you're an advisor who is just starting out and needs a grounding in the ba�sics, or an advisor who has hit a plateau and wants to break through to the next level, I believe Mau�reen's plan for building and growing your practice is a great resource.” — Christine Nigro, President, AXA Advisors
“I've known Maureen Wilke for years. She's helped countless advisors become more efficient and grow, so if a bigger, more successful business is what you want, there's no better resource than The Connect�ed Advisor.” —Evan Cooper, Deputy Editor, Investment News
“The Connected Advisor program is a great nuts and bolts system for building a successful financial advisory practice. Every advisor, whether just beginning in the business or a seasoned pro, will glean important information from this book.” — Leslie Banks, Senior Product Manager, Morningstar
- Sales Rank: #2054129 in eBooks
- Published on: 2012-12-23
- Released on: 2012-12-23
- Format: Kindle eBook
Most helpful customer reviews
0 of 0 people found the following review helpful.
If you don't read any other book, read THIS one!!!
By Sydney LeBlanc
The Connected Advisor is one of the best books I have read on the subject of practice management for advisors. I liked the format and the step by step approach Maureen used. It is easy to read, and the nice thing is... on practically every page is a great strategy, tip, or some advice from a real pro. I also liked the fact that it was inspirational, too. You won't be disappointed if you read the book. I totally recommend it.
0 of 0 people found the following review helpful.
Excellent book for any professional service provider!
By Fisher
Maureen Wilke has written a book that provides all the steps an advisor needs to take to build a successful practice. Written in an easy to follow format, it provides strategies that have been proven to work.
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