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Marketing for financial advisors : build your business, bring in clients and establish your brand.

BRADLOW Eric T. ; NIEDERMEIER Keith E. ; WILLIAMS Patti

McGraw-Hill

2009

266

121.18-BRADL

FINANCIAL MARKETING ; SEGMENTATION ; BRAND ; DECISION THEORY ; CUSTOMER RELATIONSHIP MANAGEMENT


Number of copies : 1
No. Call n° Bar code Commentary
1 [available]

Comment :

ISBN 13 : 978-0-07-160514-4

Contents : Contents

Preface : Is it Time to Attack or to Retreat ?

1. Treating your Financial Practice Like a Small
2. Segmentation
3. Refining your Niche Strategy
4. Knowing Your Brand
5. The Client's Decision-Making Process
6. Investor Psychology and Biases
7. Quantitative Client Relationship Management
8. Integrated Marketing Communications: Managing Advertising, Web Site Design, and Word of Mouth
9. Tactics and Best Practices
10. Putting it all Together: Your Marketing Plan

Appendix : Expanded Survey Results

References
Index

Language : English

Location : Nice Library

Material : Paper

Statement : Présent

Owner : Bibliothèque