The Unrivaled Professional Address Training Gap for Financial Advisors CPAs and other Financial Professionals



"Today's financial professional needs to go beyond simply discovering financial needs and goals to learning how clients feels about their money and their future, and more importantly, to learning about the deep concerns that can derail any plan," according to Paul B. Calendrillo author of "The Unrivaled Professional: A Financial Advisors Guide to Unparalleled Performance" newly published by Chandler Court Publishing.

Written primarily for financial advisors committed to a financial planning approach to selling, this nuts & bolts book details a systematic program to elevate client receptivity and enhance professionalism. Based on the author's 27-years of financial industry expertise, this essential reference contains a complete sales training course covering every detail of the optimum financial sales process. It's an essential resource for new advisors, or those who have reached a sales plateau at any level.

"Most financial institutions in the United States do a great job of training their advisors in the details of each product they offer. However, there is a gap in training advisors on how to communicate with their clients," said Calendrillo. "I believe that today's financial professional needs to go beyond simply discovering financial needs and goals to learning how clients feels about their money and their future, and more importantly, to learning about the deep concerns that can derail any plan."

He added: "The most productive financial advisors can weather any economic storm because they are motivated by a genuine concern for the people they serve, and not just the commission check."

The Unrivaled Professional analyzes every detail of the sales process, and offers hundreds of phrases and strategies that financial professionals can implement immediately. The selling and decision making models used in the book are based Paul Calendrillo's successes working with thousands of producers in all production levels from $1.5 million to $100,000.

The Unrivaled Professional
A Financial Advisors Guide to Unparalleled Performance
By Paul B. Calendrillo
ISBN: 0977045900, 300 pages, $34.95
Available at Amazon.com or the PCA website: www.investorsed.com
   
About the Author
Paul Calendrillo has held senior positions in training and development with Merrill Lynch, Citicorp, PaineWebber, and NatWest Bank. He is presently President of Paul Calendrillo Associates of Princeton, NJ LLC.

Paul began his career after leaving New York University, where he earned a Master's Degree. He joined Merrill Lynch as an Account Executive, and after eight years was promoted to the position of Senior Training Consultant. During his tenure at Merrill, he trained thousands of Financial Advisors, as well as a number of branch managers. He moved on to become a member of the American Stock Exchange, Senior Trainer at Citicorp, Manager of PaineWebber's Management Development Program and Director of Investment and Sales Training for NatWest Bank.

Paul Calendrillo is available for interviews about The Unrivaled Professional or general financial planning topics. Please contact him at Tel. 609 799-5570, Fax. 609 799-7904, or Email: e-mail protected from spam bots.

For review copies of The Unrivaled Professional, contact Michael Conaty, Partner, Brunswick Media Services LLC, PO Box 501, Milltown, NJ 08550, Tel. 732-599-0022, Fax. 321-600-3653, or Email: e-mail protected from spam bots.





The Unrivaled Professional Address Training Gap for Financial Advisors CPAs and other Financial Professionals