个人理财顾问销售模式方案策划.ppt

中国;测试;上海——;如何使市场占有率持续领先，并保持增长;如何提高业务员产能;如何挖掘客户的潜力;如何开拓新客户/销售更多的金融品种;如何开拓新客户/销售更多的金融品种;如何提高业务员收入;如何提高业务员地位;如何培养业务员持续的学习能力;国外趋势之历史追溯;国外趋势之时代现状;国外趋势之时代现状;Composition of Certified Financial Planner Licensees:Practitioner Demographics,1999 Type of Business of Present CFP Licenses Total Percent Financial planning 56% Securities 16% Accounting 9% Tax preparation 5% Insurance 5% Banking 2% All other 3% Not specified 4% Other Licenses Held Total Percent Securities 74% Insurance 73% CPA 16% Investment advisor reps(IAP) 8% Real estate 5% Attorney 2% No other licenses held 9% Age Total Percent 26-40 28% 41-50 40% 51+ 32% Gender Total Percent Male 79% Female