Category Archives: Announcements
Latest Book: Financial Services Sales Handbook
Click here to download a sample chapter This updated edition explores the evolving landscape of financial services sales—highlighting the rise of digital communication, the impact of virtual networking, and the growing importance of a client-centric approach in today’s competitive market. Whether you’re a seasoned professional or just starting out, this handbook provides actionable…
Clifton Warren’s Top Producer Podcast
My new podcast “Top Producer” is now available on: Apple, Amazon and Spotify I provide quick ideas, techniques, and tips to help financial services professionals acquire, develop and retain clients and produce superior growth results. New episodes added weekly.
My Book Is One of The Best Content Marketing Books of 2017
My book “Financial Services Sales Handbook: A Professional Guide to Becoming a Top Producer” has been selected by the Content Market Institute as one of the best content marketing books of 2017. Article author Roger C. Parker says “Clifton Warren’s book provides a template for you to adapt your existing content marketing knowledge to establish…
Sales Plans: How to Prepare Them and How to Profit From Them
In a new webinar on October 6, Clifton Warren will walk participants through the fundamentals of developing and executing sales plans to achieve effortless organic growth. Register For Our Free Webinar You will learn: 6 step framework for developing an effective sale plan How to convert plans into measurable goals Key sales metrics to monitor…
Book Review
A Must-Read for Success-Oriented Financial Services Professionals By Roger C. Parker Clifton Warren’s Financial Services Sales Handbook: A Professionals Guide to Becoming a Top Professional, is the new “go to” guide for financial services professionals, both newcomers to the field as well as experienced professionals looking to improve their game. It is, indeed, a “handbook,”…
New Resource for Professionals
I am pleased to announce the publicationof my new book Financial Services Sales Handbook: A Professionals Guide to Becoming a Top Producer. The book is now available for purchase Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the…
