Know Service

Connect with Clients. Shape Your Future. Differentiate You!

Co-authored by respective Presidents, Sarah Dale and Krista Sheets, this book is intended for financial professionals in any phase of their career who are committed to providing 5-Star service to their clients. Whether you are a financial advisor, financial planner, insurance specialist, junior advisor, sales assistant, or service associate, the content and resources of this book are both applicable and compelling.

This 200+ page compliance-reviewed book is truly a comprehensive solution to driving sales through service. Included is a 5-step process with dozens of sample letters, scripts, checklists, and tools to help financial professionals attract and retain ideal clients and take their businesses to new heights. This action-based resource is a unique solution to changing the practice and can lead to the following dramatic results:

  • An increase in both assets managed and revenues generated
  • An increase in asset retention, client retention, and loyalty
  • An increase in referrals by building client advocacy
  • A more efficient practice and team
  • Personal satisfaction in doing right by the client

Private Labeling of Know Service book
We’d be happy to provide you with a price for the private labeling of our Know Service book. As this book is self-published, we can customize a cover with your logo at a fairly minimal additional cost; alternatively, you may choose to add a company- branded label or sticker on the cover.

Know Service. Connect with Clients. Shape Your Future. Differentiate You!

Know Service book thumbnailby Sarah E. Dale and Krista S. Sheets, published by Boundless Publishing.

Overview:
This 195 page “how-to” book reviews an easy-to-follow 5-step process and includes dozens of sample letters, scripts, checklists, and tools to help financial professionals attract and retain ideal clients and take their businesses to new heights.

For more information read Making the Case for 5-Star Service by Krista Sheets and Sarah Dale.

Price: $55.00