AP BEST PRACTICES BOOK & TOOLS

 
About the Book  | Accompanying Tools  | Buy the Book

 

AP Best Practices Book

Advisor Pathways publishes a practical handbook for financial advisors and their teams.

Best Practices: a handbook for advisors and their teams has been described by:

  • Doug Trott, President, PriceMetrix Inc, as "a good mix of great ideas and practical how-to's with specific examples."
  • Rob Kelland, The Kelland Group, Director, Scotia McLeod, says that, "This handbook is a must for all advisors serious about taking action."

 

Best Practices is packed with useful information in a format that is easy to use. The following four broad topics are thoroughly explored:

  • Team management
  • Client service strategies
  • Marketing
  • Change management
Each chapter includes:
  • An analysis of a typical work situation
  • Suggestions for resolving the challenges described
  • Tips, tools, checklists, spreadsheets, and planners, as appropriate
  • A review section to help readers evaluate their own teams

 

The chapters from Best Practices:

  • Best Practices for Team Management
    • Chapter 1 - Team Members Roles and Responsibilities
    • Chapter 2 - Quarterly Team Member Reviews
    • Chapter 3 - Annual Team Meetings
    • Chapter 4 - Weekly Team Meetings
    • Chapter 5 - Effective Delegation Among Team Members
    • Chapter 6 - Creating a Weekly Schedule
    • Chapter 7 - Designing an Effective Workspace
    • Chapter 8 - Planning Your Year  
       
  • Best Practices for Client Service Strategies
    • Chapter 9 - Segmentation
    • Chapter 10 - Tiered Client Services
    • Chapter 11 - Annual Client Reviews
    • Chapter 12 - Call Schedules
    • Chapter 13 - Web sites for Advisors and Their Teams
    • Chapter 14 - Using Technology to Communicate with Clients
    • Chapter 15 - Managing Your Number of Small Accounts
       
  • Best Practices for Expanding Book Offerings
    • Chapter 16 - Your Marketing Plan
    • Chapter 17 - Generating Referrals
    • Chapter 18 - Introducing Estate Planning to Your Clients
    • Chapter 19 - Generating Investment Ideas
       
  • Best Practices for Change Management
    • Chapter 20 - The Challenge of Changing a Business - While You're Running a Business
    • Chapter 21 - Considering A Partnership
    • Chapter 22 - Leadership on a Small Team
    • Chapter 23 - Capturing Your Value

In writing Best Practices, Joanne and Steve drew on their myriad experiences working with financial teams from coast to coast. They have helped many teams, like yours, reach optimal performance. Please contact Advisor Pathways if you are interested in an Advisor Pathways seminar on any of the topics covered in Best Practices.

Order your copy of the Best Practices Book.

 

Best Practices - the Tools:

Advisor Pathways provides free online tools to accompany the Best Practices Book. In order to use these tools effectively, you will need a copy of Best Practices Book.

Click here to access the Best Practices Tools - free, instant online access.

 

Or, contact AP to find out how our exclusive Best Practices and accompanying Tools can be of benefit to your business.