Service Advising and Management


Book Description

In 'Service Advising and Management', students gain the communication, customer service, and automotive knowledge they need to balance competing demands from customers, technicians, and shop management to become successful service advisors.







Irreplaceable Service Manager


Book Description

When your service department is struggling to reach its goals and management is breathing down your neck, who can you turn to for help? In The Irreplaceable Service Manager, Chris Collins provides you with the roadmap to exponentially improve your service department performance in 90 days or less. From maximizing Fixed Absorption and Customer Retention to optimizing Time Management and Labor Rates, Chris's methods have proven to assist service managers determined to boost their service department results. A sought-after dealership consultant and management expert, Chris offers a platform for action that helps service advisors and managers improve department operations by: Recruiting a team of bulldogs who can make customers happy and ROI numbers soar Utilizing his secrets to increase and maintain a high CSI level Holding people responsible for their jobs to effectively impact time management This book includes hundreds more tips and tricks that will enable you to transform your service department into a well-oiled, lucrative machine - while at the same time making you an Irreplaceable Service Manager.




Building A Gold Standard Service Advisor


Book Description

Anyone that has been a service manager knows the job is incredibly stressful. Several managers I have worked for used to joke about how they had a full head of hair before they started in service management. As I made my way through the automotive industry, starting at the gas pump and eventually to regional fixed operations management, I discovered that I could manage my stress level and generate amazing net profit by always keeping a finger on the pulse of the drive-through. This initiative-taking approach helped me quickly grow my bottom line and simultaneously keep most of my employees happy. I kept everyone focused on the customer's needs first and always looked for ways to make it easy for everyone to earn money based on performance. If you are a service manager, you know that the first order of business is the profitability of the department - how you are spending the gross profit and how much you have left over at the end of the month in terms of net profit. You cannot manage the bottom line when you are putting out fires created by a lack of communication, overselling, and indifference in your drive-through. Your attention needs to be focused on process, expenses, and customer retention. Keeping a watchful eye on how the customers are treated and being proactive when you see advisors inadvertently planting land mines for you to find daily will save you time and brain damage in the future. If you can become an expert at identifying underlying issues before they turn into major life-altering events, create a supportive atmosphere for your advisors, and be firm with rules, guidelines, and selling tactics. In that case, you will succeed at this job. There are several keys to running a stellar service department. In this book, we will focus on the advisors and the drive-through. We will explore how advisors directly impact the service department daily and how they can impact the amount of hair you have left over at the end of it all. In this book, I will "brake" down the things that identify and help create "Gold Standard Service Advisors." Service managers will find that the core training of each of their advisors is vital and requires constant follow-up and consistent reinforcement on their part. This may be something that you, the manager, do not have time for. So, this book is also about how I can help you. Coupled with my firsthand experiences and examples of how to apply the techniques I teach, a service manager could take the information in this book and build an outstanding team of lean, mean, relationship-building, and labor-selling machines. Or, if you are a service advisor who has finally committed to providing service excellence, the blueprint for you to succeed can be found on these pages. My mission is to identify, train, and empower service managers and service advisors with the knowledge and skills required to build customer relationships that encourage loyalty and that drive long-term profits in the fixed operations of your dealership while streamlining processes throughout the dealership to encourage an efficient and smooth-running environment for the customer to do business in. You CAN turn your service lane into a profitable, minimally stressful environment you can be proud of, and Gold Standard Service Advisors are the key to it all.




The White Coat Investor


Book Description

Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!




Statements on Management Advisory Services


Book Description




The Essential Advisor


Book Description

Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.




Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)


Book Description

A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.




The New Wealth Management


Book Description

Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition – endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.




Field Service Management Complete Self-Assessment Guide


Book Description

How can we improve Field Service Management? Is a fully trained team formed, supported, and committed to work on the Field Service Management improvements? If substitutes have been appointed, have they been briefed on the Field Service Management goals and received regular communications as to the progress to date? Who will be responsible for documenting the Field Service Management requirements in detail? How does Field Service Management integrate with other business initiatives? Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role... In EVERY company, organization and department. Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?' For more than twenty years, The Art of Service's Self-Assessments empower people who can do just that - whether their title is marketer, entrepreneur, manager, salesperson, consultant, business process manager, executive assistant, IT Manager, CIO etc... - they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better. This book is for managers, advisors, consultants, specialists, professionals and anyone interested in Field Service Management assessment. Featuring 386 new and updated case-based questions, divided into seven core areas of process design, this Self-Assessment will help you identify areas in which Field Service Management improvements can be made. In using the questions you will be better able to: - diagnose Field Service Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices - implement evidence-based best practice strategies aligned with overall goals - integrate recent advances in Field Service Management and process design strategies into practice according to best practice guidelines Using a Self-Assessment tool known as the Field Service Management Index, you will develop a clear picture of which Field Service Management areas need attention. Included with your purchase of the book is the Field Service Management Self-Assessment downloadable resource, containing all questions and Self-Assessment areas of this book. This enables ease of (re-)use and enables you to import the questions in your preferred management tool. Access instructions can be found in the book. This Self-Assessment has been approved by The Art of Service as part of a lifelong learning and Self-Assessment program and as a component of maintenance of certification. Optional other Self-Assessments are available. For more information, visit http: //theartofservice.com