Overview

"'The Financial Adviser - How to be a Successful Practitioner' is the culmination of four years of financial services theory applied in less than one year with incredible results. Ian Green doubled his production and still found time to get married, witness the birth of his first son, move house and start his own company. He began his life insurance career in 1996. After 5 months as a tied adviser he became an IFA. He now runs a successful independent practice in London, England working primarily in the owner/entrepreneur marketplace. Ian regularly appears as a financial expert on television and radio and writes for the financial press. He is a sought-after speaker at seminars across the globe. ""Ian Green is one of the UK's most successful financial advisers. In a few short years he has developed a business which allows him to enjoy an enviable lifestyle, time to enjoy his family and the respect of his peers. It isn't often in a competitive world the truly successful are willing to share their business practices with those looking for success. Ian is the exception. He gives of himself in his many volunteer leadership roles with MDRT and he gives of himself with this book. In fact, it is more than a book, it is the formula for success. Follow Ian's easily transferable ideas and you will be following a pathway to reaching your goals. Success is not a matter of chance; success is a matter of choice. Read Ian's book, follow his ideas and you will be choosing success"" Tony Gordon Past President, MDRT"

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9781838399108

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Reviews

There's a saying 'When the student is ready, the book shows up.' What does this mean? Well, when we make changes, we chance upon pearls of wisdom, which seem as if they've been written just for us. and that is what this book is about. Ian Green, a forward thinking, enthusiastic practitioner, guides us through new ideas for sales and business management which really work and help improve our productivity Helen Jenkins, MLIA(dip), DipLS, Chair, European Zone, Million Dollar Round Table Ian Green's book is a treasure chest of practical ideas to give your practice a boost. They're fun and easy to put to use. And, they're designed for sales people who know they need to be better business persons but who can't put up with overly complicated record keeping. John Cruikshank Past President, MDRT A great book from a great adviser. Ian has managed the very difficult task in writing a book about success in the financial services profession; making it effective and interesting to read. Ian bridged this easily with personal stories and hard examples of how to build a successful practice in a very short time. I have been fortunate to work closely with Ian on many occasions and his passion for this profession is evident in everything he does. He is willing to give of his time because his proven practices keep his business running efficiently while he is away. His adaptation and use of the points system and color coding systems are worth reading alone. Few in our profession have given more at such a young age and his passion will help you whether you are just starting or wanting to make that next leap in your practice. Brian D. Heckert, CLU, ChFC Past President, MDRT

Author Information

'The Financial Adviser - How to be a Successful Practitioner' is the culmination of four years of financial services theory applied in less than one year with incredible results. Ian Green doubled his production and still found time to get married, witness the birth of his first son, move house and start his own company. He began his life insurance career in 1996. After 5 months as a tied adviser he became an IFA. He now runs a successful independent practice in London, England working primarily in the owner/entrepreneur marketplace. Ian regularly appears as a financial expert on television and radio and writes for the financial press. He is a sought-after speaker at seminars across the globe. Ian Green is one of the UK's most successful financial advisers. In a few short years he has developed a business which allows him to enjoy an enviable lifestyle, time to enjoy his family and the respect of his peers. It isn't often in a competitive world the truly successful are willing to share their business practices with those looking for success. Ian is the exception. He gives of himself in his many volunteer leadership roles with MDRT and he gives of himself with this book. In fact, it is more than a book, it is the formula for success. Follow Ian's easily transferable ideas and you will be following a pathway to reaching your goals. Success is not a matter of chance; success is a matter of choice. Read Ian's book, follow his ideas and you will be choosing success Tony Gordon Past President, MDRT

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