Sevens: Research-based lists on what to do or not to do to get, keep and grow business
From the Invesco Consulting program, "Tell Me More"
* For illustrative purposes only.
"M.A.I.N. Street" is based on our firm's research with Maslansky + Partners 2007-2012. Invesco Distributors, Inc. is not affiliated with Maslansky + Partners.
"Boardroom Presenting" is based on our firm's research with Jim Morel of JAM Consulting (2000) and Maslansky + Partners (2007-2011). Invesco Distributors, Inc. is not affiliated with Jim Morel, JAM Consulting or Maslansky + Partners.
"StorySelling" is based on the book, StorySelling for Financial Advisors: How Top Producers Sell by Scott West and Mitch Anthony (2000) published by Kaplan Publishing. Invesco Distributors, Inc. is not affiliated with Mitch Anthony.
"RainMaker" is based on research conducted by Prince & Associates in 2000, 2003 and 2010 and on the book, RainMaker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients, by Russ Alan Prince and Brett Van Bortel (2006) published by the National Underwriter Company. All data contained within this material can be attributed to one of these sources unless otherwise noted. Invesco Distributors, Inc. is not affiliated with Prince & Associates or Russ Alan Prince. This program is neutral to the practice of fee-sharing with accountants or attorneys. This program espouses the potential benefits of using indirect financial incentives as one of the ways to build your business, and should be considered in conjunction with your firm's overall review of its business practices for potential conflicts. Please note that the term "partnership" in this piece does not signify a formal legal relationship, but is simply intended to describe a mutual, informal relationship among professionals
"Tell Me More" is based on our firm's research with John Evans (Screenwriter) and Bob DeRosa (Screenwriter) in October 2011. Invesco Distributors, Inc. is not affiliated with either John Evans or Bob DeRosa.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other investment professionals.
Invesco Consulting (I•C), wholly owned by Invesco, specializes in unique and creative ideas for financial professionals. Each of our 25 compelling programs -- based on leading-edge research and organized into 5 sales consulting disciplines -- are designed to help you turn your biggest challenges into opportunities. Whether you need to improve your communication skills with clients and prospects, build and maintain your high-net-worth client base, or master today's fast-changing retirement landscape, we have multiple programs tailored to fit your needs.
Our staff of 12 presenters, developers and support staff is dedicated to f nding actionable answers to the unique challenges within financial services. Founded in 1998, I•C has helped more than 500,904 financial advisors, high net worth teams, variable annuity producers, retirement specialists and home office managers to get, keep and grow business through our speaking engagements from December 2001-December 2014.
Invesco Consulting programs are for illustrative, informational and educational purposes only. If the illustrations herein are used outside of the designated audience, it is the respective user's responsibility to ensure that such material complies with all applicable regulations and is filed with the appropriate regulatory bodies if so required. We make no guarantee that participation in these program or utilization of any presented content will result in increased business.