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booktag: finance

Troy Korsgaden

In the business world, an inflection point happens at a critical moment when the situation calls for new thinking and a different strategy. Troy Korsgaden—a highly sought-after insurance and financial services consultant, speaker, and the author of seven books—believes this is that moment for the insurance and financial industry. Previous assumptions about the way we do business are no longer accurate. His warning is that if we don’t see the need to change—and change now—many of us will lose customers…and perhaps lose our businesses.

This book will guide you to adapt your insurance or financial services agency to reach and serve customers in the ways they want to do business. Troy Korsgaden shares a blueprint for a new business model to set your firm up for success in today’s rapidly changing environment.

Take a hard look at your role, firm, or carrier as it is today, and ask yourself, “Where am I now?” and “How did I get here?” Take a rigorously honest approach when looking at your business. What have you done right, and what could have been done better? Are you poised for the future? What areas could you improve? In what areas do you thrive? When is the last time you retooled any of your procedures or workflows? Many professionals show up every day without a real plan, and their schedules are dictated by the brushfires that flare up during the day. They don’t have a defined and purposeful schedule to guide them. Don’t let that be you!

Start today, setting up your firm for success. Create an action plan to retool everyone and everything within your agency or firm. The bottom line is to have a seamless ecosystem at the firm level and/or the carrier level. Think of it like a digital experience. You enter through the main hub, and when you are offered a different product, most of the time you feel you’ve left the hub. It feels odd and uncomfortable because the process has suddenly become complicated. Our task is to create a reality for our customers in which they never feel they’ve left our hub.

To ride the new wave in our culture and our industry, you need to create a network that blends excellent customer experience, a wide array of options in your offerings, and the creation of expertise partners to whom you can refer your customers who need products and services you don’t currently offer.

Kathleen Thomas

Financial Advisor Kathleen Thomas has seen the difficulties and setbacks that occur when women don’t own their financial lives. It’s not a situation you want to find yourself in.
The Hardworking Woman’s Guide to Money provides all the information you need to make informed decisions about your own finances, whether you’ve just earned your first paycheck or retirement looms on the horizon.
After outlining the seven habits common to successful, hardworking women, Thomas discusses many vital topics, including determining your net worth, understanding bank account fees, paying for college, securing a mortgage, and taking full advantage of your employee benefits. She also explains the ways different life stages dictate your financial needs, offers basic investment advice and estate-planning tips, and explores the need for prenuptial agreements.
Thomas emphasizes that accruing wealth isn’t an end in itself. Rather, financial security is a tool you use to achieve your goals and dreams, whether they include traveling the world, enjoying a stable retirement, or building a legacy for your children.
Controlling your finances can be challenging, even frightening, but once you get a handle on money management, you will be able to plan your future with much greater confidence.

Rich Horwath

The #1 cause of business failure is bad strategy and only 23% of executives are strong at strategic thinking. While strategies become obsolete, strategic thinking continues to be rated the most valued skill in leaders today by publications including the Wall Street Journal and Chief Executive Magazine. New York Times bestselling author on strategy Rich Horwath provides leaders with a simple three-step framework to become elite strategic leaders and transform strategy and innovation into competitive advantage.

Lauran Star

Today women are entering the workforce and leadership field at an extensive rate; however, they are struggling to gain a real perspective on how to get ahead, what is expected, how to build strong alliances, and find work/life strategies. This lack of knowledge is creating a “one step forward two steps back” mentality as the tools required to succeed are hushed. This book focuses on how to pivot into your own empowerment. It explores strategies in leadership, communication, networking, moving forward and success while applying these tools to create harmony at home. Throughout the book, quotes from pivotal women talk about their struggles and how they find solutions both at work and at home.

Kathleen Burns Kingsbury

YOUR ONE-STOP HANDBOOK FOR CONNECTING WITH AFFLUENT FEMALE INVESTORS

During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don’t trust financial advisors. Even if you are the best at what you do, a female client will pass you over if you can’t effectively communicate and establish a trusting relationship with her. How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors.

 

Written by a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. With the help of concrete action steps, in no time at all you will:

  • -Refine your advising style to appeal to women
  • -Be sensitive to the realities of affluent women’s lives
  • -Meet the unique needs of women in a variety of life transitions
  • -Connect with women both as individuals and as part of couples
  • -Build trust, actively listen, and foster financial confidence
  • -Help women prepare their children to receive wealth

Whether you are a male or female advisor, How to Give Financial Advice to Women shows you how the industry has historically made women feel misunderstood and undervalued and gives you everything you need to buck the trend and capitalize on being female friendly. This complete guide even comes with valuable marketing dos and don’ts to ensure you attract the right clients in the most cost-effective way.

How to Give Financial Advice to Women tells you what every wealthy woman wants her financial advisor to know.

Kabir Sehgal

In Coined: The Rich Life of Money And How Its History Has Shaped Us, author Kabir Sehgal casts aside our workaday assumptions about money and takes the reader on a global quest to uncover a deeper understanding of the relationship between money and humankind. More than a mere history of its subject, Coined probes the conceptual origins and evolution of money by examining it through the multiple lenses of disciplines as varied as biology, psychology, anthropology, and theology. Coined is not only a profoundly informative discussion of the concept of money, but it is also an endlessly fascinating and entertaining take on the nature of humanity and the inner workings of the mind.

Timothy Keiningham

Customer Loyalty Isn’t Enough. Grow Your Share of Wallet! The Wallet Allocation Rule by Timothy Keiningham is a revolutionary, definitive guide for winning the battle for share of customers’ hearts, minds, and wallets. Backed by rock-solid science published in the Harvard Business Review and MIT Sloan Management Review, this landmark book introduces a new and rigorously tested approach–the Wallet Allocation Rule–that is proven to link to the most important measure of customer loyalty: share of wallet. Companies currently spend billions of dollars each year measuring and managing metrics like customer satisfaction and Net Promoter Score (NPS) to improve customer loyalty. These metrics, however, have almost no correlation to share of wallet. As a result, the returns on investments designed to improve the customer experience are frequently near zero, even negative.

With The Wallet Allocation Rule, managers finally have the missing link to business growth within their grasp–the ability to link their existing metrics to the share of spending that customers allocate to their brands. – Learn why improving satisfaction (or NPS) does not improve share. – Apply the Wallet Allocation Rule to discover what really drives customer spending. – Uncover new metrics that really matter to achieve growth. By applying the Wallet Allocation Rule, managers get real insight into the money they currently get from their customers, the money available to be earned by them, and what it takes to get it. The Wallet Allocation Rule by Tim Keiningham provides managers with a blueprint for sustainable long-term growth.

Robbie Kellman Baxter

In today’s business world, it takes more than a website to stay competitive. The smartest, most successful companies are using radically new membership models, subscription-based formats, and freemium pricing structures to grow their customer base—and explode their market valuation—in the most disruptive shift in business since the Industrial Revolution. This is The Membership Economy from Robbie Kellman Baxter. Written by an expert consultant, this groundbreaking book will show you how to turn ordinary customers into members for life. Learn how to:

  • Turn digital subscriptions into forever sales
  • Build an online community your customers will love
  • Develop new loyalty programs that really pay off
  • Transform freemium users into superusers
  • Create a self-generating revenue stream
  • Keep memberships and profits growing for years to come

Whether you’re a small business with limited resources, an established company using a traditional business model, or a hungry start-up who wants a bigger bang for your buck, this comprehensive guide provides a wealth of membership-building options to suit every need. You’ll learn the best-kept secrets of top industry leaders, from global giants like Am Ex and Weight Watchers to smaller dot-com successes like SurveyMonkey and Pandora. You’ll find proven strategies for creating membership programs for everything from vacation timeshares and car rentals to video streaming and Software-as-a-Service. Most importantly, you’ll discover what works, and what doesn’t, from some of the key players in the new membership economy. It’s not about ownership; it’s about access, options, and freedom. When you join forces with your customers, membership has its rewards—for you, your company, and your continued success.

Dave Ramsey

If you will live like no one else, later you can live like no one else.

Build up your money muscles with America’s favorite finance coach.

Okay, folks, do you want to turn those fat and flabby expenses into a well-toned budget? Do you want to transform your sad and skinny little bank account into a bulked-up cash machine? Then get with the program, people. There’s one sure way to whip your finances into shape, and that’s with The Total Money Makeover: Classic Edition.

By now, you’ve heard all the nutty get-rich-quick schemes, the fiscal diet fads that leave you with a lot of kooky ideas but not a penny in your pocket. Hey, if you’re tired of the lies and sick of the false promises, take a look at this—it’s the simplest, most straightforward game plan for completely making over your money habits. And it’s based on results, not pie-in-the-sky fantasies. With The Total Money Makeover: Classic Edition, you’ll be able to:

  • Design a sure-fire plan for paying off all debt—meaning cars, houses, everything
  • Recognize the 10 most dangerous money myths (these will kill you)
  • Secure a big, fat nest egg for emergencies and retirement!

Colleen Francis

Put an end to boom and bust sales cycles – once and for all!

Do your company’s sales results lurch between highs and lows – with the end of each quarter reduced to a mad scramble to meet quota? For many sales organizations, the pattern is commonplace and unshakeable. Nonstop Sales Boom explains how to break this unhealthy cycle and achieve strong, steady results – every quarter, from every member of the team.

The secret is to broaden the focus from merely closing deals to actively nurturing the four critical stages of client engagement: Attraction: Fill the funnel with lucrative prospects; Participation: Turn them into customers faster; Growth: Invest in valued clients; and Leverage: Turn customers into referral generators.

When companies concentrate on only one or two of these areas, their results become erratic. With the field-tested strategies in Nonstop Sales Boom, readers will learn how to systematically attract a regular flow of prospects and move them smoothly through the pipeline.

Packed with enlightening examples of sales disasters and standouts, this practical guide brings balance to the selling process, reliability to revenues, and booming sales all year long.