The Know Series
Prefaced on the fact that Knowledge is the foundation of excellence, the Know Series offers a suite of solutions to help deepen success in the varying areas of a business.
A play on words, Know not No, suggests the importance of the proactive quest of knowledge which then must be followed by specific activities. We believe in providing actionable ideas so our Know Series resources are not pages of theory and concept. Instead, we are committed to providing simple explanations, how-to instructions, samples and actual resources for you to implement into your practice and drive results.
In the absence of ACTION, there is no progress!
The Know Series may include varying deliverables: Books | Workshops | Tools & Resources
| Know Series |
Description | Book | Workshops | Tools / Resources |
|---|---|---|---|---|
| Know Service |
focuses on driving revenue by delivering 5-Star Service | √ | √ | √ |
| Know Plan |
focuses on creating and executing an actionable roadmap to drive the business forward | Coming Soon |
√ | √ |
| Know Connections |
focuses on building a referral-based business | Coming Soon |
√ | √ |
| Know Team |
focuses on developing high performance teams and maximizing the time and talent of all people resources | Coming Soon |
√ | √ |
Know Service
Know Service... Connect With Your Clients. Shape Your Future. Differentiate YOU! 5 Steps to 5-Star Service for Financial Services Professionals.
Co-authored by respective Presidents Sarah Dale (Know No Bounds) and Krista Sheets (Paragon Resources), this book and supplemental resources are intended for financial professionals in any phase of their career who want to increase their professionalism and take their business to new heights. 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 action-based resource is a unique solution to changing your practice and will lead to dramatic results including:
- An increase in both assets managed and revenues generated
- An increase in 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
This 200+ page book is a comprehensive solution to driving sales with 5-Star Service. Included is a 5-step process with dozens of sample letters, scripts, checklists, and tools to help financial professionals in any phase of their career attract and retain ideal clients and take their businesses to new heights.
Resources
Read the Whitepaper on the book: "Making the Case for 5-Star Service"
Read powerful Know Service Testimonials
Discover Workshop Opportunities: Know Service Workshop PDF
About the Authors: Sarah Dale and Krista Sheets
Listen to an audio overview of the book: Service Call MP3 (Windows Media or iTunes)
Corporate Offers
Attention Corporate Leadership!
- Volume Discounts: We offer discounts for bulk purchases.
- Branded & Customized Book Order with Your Company’s Logo: What greater way to show your desire to see your clients success than to give them a book that will show them exactly how to grow their business and increase their efficiency? As well as the obvious sticker with your logo, as self-published authors, we can even offer to reprint the book so your company’s logo becomes a part of the actual cover!
- Workshop or Keynote Engagements: You may host corporate events or perhaps are often asked to sponsor a keynote engagement or a workshop for a sales or rewards meeting. We are available to speak on the topic of service or one of other areas of expertise. Our passion for the industry and making a difference to financial professionals shines through in our interactive and fun speaking style.
- Your Company Sponsored Webinars: In addition to in-person speaking engagements, we are also available as guest speakers on any practice management webinars you offer to your advisor clients as well as any internal webinar programs you offer to your sales force.
