William Byrnes' Tax, Wealth, and Risk Intelligence

William Byrnes (Texas A&M) tax & compliance articles

2nd book released for Sales Essentials Series – Managing Your Agency!

Posted by William Byrnes on March 13, 2014


National Underwriter Sales Essentials: Managing Your Agency, the second book by Associate Dean William Byrnes in this soft skills series, released March 3rd.

“The National Underwriter Sales Essentials Series combines all of the most practical, proven sales techniques advisors need to convert prospects into customers, win new business, and to grow sales,” added Rick Kravitz Managing Director of the National Underwriter Professional Publishing Division. “The Life & Health Sales Essentials focuses on the selling skills and techniques essential to achieving success—prospecting for new business and the demands of running an agency.”  

Byrnes book Managing your Agency“While America is experiencing its greatest transfer of wealth, the senior level ‘baby boomer’ financial advisors are retiring out of the market,” explained Associate Dean William Byrnes.  “The next five years presents substantial opportunities for this generation of attorneys and financial advisors who exercise best networking and face-to-face practices.”

“Many young professionals unproductively spin their wheels when it comes to growing their client base,” interjected Robert Bloink. “The Walter H. Diamond Graduate Program, available online, is competitive because most faculty members like myself brings decades of business experience into the classroom and keep our students eye on the ball – developing their client books.”

William Byrnes added, “We invite our readers to the upcoming April 2 webinar wherein we will discuss topics such as How to Clone Your Clients, What`s Your Point of Difference?, The ‘Ben Franklin Method’ For Winning People Over, How to Cultivate a Network of Endless Referrals, and Marketing to the Millennials. Just email me to join the webinar.”

“For advisors that live in Southern California, I’ll be discussing ‘Prospecting in the Twenty-First Century’ on April 16 for a noon panel at the San Diego County Bar Association.”

For the April 2 (8am Pacific, 11am Eastern) > webinar link < or email williambyrnes@gmail.com

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