Persuasive Business Proposals: Writing to Win More Customers, Clients, and Contracts

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Companies are still producing confusing, unpersuasive business proposals--few of which result in new clients or contracts. Learn how to craft a powerful proposal that increases your sales success. Whether you’re just starting out in financial services or already heading up a booming wealth management business, the key insights and strategies presented in The Million-Dollar Financial Services Practice will help you fine-tune your business model, expand your client base, and reach goals you never thought possible. Packed with important updates and timely information, this second edition of the must have guide for financial advisors contains an entire new chapter on targeting affluent clients using social media and “alumni marketing,” expanded information on how wealth management works and how you can provide a compelling value proposition to potential clients, and a new Market Action Plan section on attracting successful Realtors as clients. Former Merrill Lynch managing director David J. Mullen, Jr., draws on the system he used to train over 500 financial advisors to outline a practical, easy-to-implement plan for reaching the million-dollar mark. You’ll learn how to: • Use your niche and “natural” markets to jumpstart your business • Develop client relationships built on trust and one-on-one attention • Convert prospects to clients and leverage existing clients to gain new ones • Increase the number of financial services and products each client uses • Find out what motivates you at your deepest level to achieve success and use that to push yourself and your business to new heights Everything you need is here—from templates, letters, and marketing plans to networking ideas, time-management techniques, and a list of resources for targeting new clients. Get started today and start seeing significant increases in your earnings tomorrow. Praise for the first edition: “An easy read…providing clear and methodical processes for defining and imple-ment-ing proven marketing tactics for financial practices…” — Broker Dealer Journal “Information on marketing, prospecting, sales, and time management techniques are presented clearly and in great detail. The book is one advisors will refer to often.” — Research Magazine “A helpful resource for financial professionals who have the motivation and desire to build and maintain a solid business model.” — Agent’s Sales Journal Most people find proposal writing to be tedious and time-consuming--and their documents show it, but proposal writing is about more than checking off boxes on a list of requirements. Writing a winning proposal is vital to getting a ‘yes’ on your next bid. That’s why Tom Sant, a proposal consultant for Global 500 companies and the creator of widely used proposal automation systems, has spent his career providing hands-on guidance for crafting powerful proposals and RFPs. In Persuasive Business Proposals, he shares the same insights with you--teaching you what a good proposal is not and explaining the value of a proposal as an important and effective sales tool for driving business. You’ll learn how to: attract prospects’ attention and speak to their needs; ask essential questions for qualifying opportunities; “power up” cover letters and executive summaries; overcome “value paranoia”; incorporate proof into a proposal; and write winning renewal contracts. With clear instructions as well as before-and-after samples, the third edition of Persuasive Business Proposals takes you step-by-step through a highly effective process for writing customized packages that capture new business.

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Pagina's: 290, Editie: Third, Paperback, McGraw-Hill Education Ltd