Technical Knowledge for Service Advisors

Technical Knowledge for Service Advisors

Author: Gregory Marchand

Publisher: Createspace Independent Publishing Platform

Published: 2015-01-30

Total Pages: 48

ISBN-13: 9781507797624

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Service advisors have the most difficult job in the automotive service industry...and that's without knowing anything about the technical aspects of an automobile. Being able to understand the basics of what a technician is telling them, and then being able to relay that information in simple, easy-to-understand terms to a customer are critical to a successful sale. This book describes basic vehicle systems, common problems, and frequent repairs in a manner that applies directly to the service advisor's job.


Book Synopsis Technical Knowledge for Service Advisors by : Gregory Marchand

Download or read book Technical Knowledge for Service Advisors written by Gregory Marchand and published by Createspace Independent Publishing Platform. This book was released on 2015-01-30 with total page 48 pages. Available in PDF, EPUB and Kindle. Book excerpt: Service advisors have the most difficult job in the automotive service industry...and that's without knowing anything about the technical aspects of an automobile. Being able to understand the basics of what a technician is telling them, and then being able to relay that information in simple, easy-to-understand terms to a customer are critical to a successful sale. This book describes basic vehicle systems, common problems, and frequent repairs in a manner that applies directly to the service advisor's job.


Service Advising and Management

Service Advising and Management

Author: Gary LaRosa

Publisher: Jones & Bartlett Learning

Published: 2019-01-18

Total Pages: 212

ISBN-13: 1284195015

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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.


Book Synopsis Service Advising and Management by : Gary LaRosa

Download or read book Service Advising and Management written by Gary LaRosa and published by Jones & Bartlett Learning. This book was released on 2019-01-18 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.


Millionaire Service Advisor

Millionaire Service Advisor

Author: Chris Collins

Publisher:

Published: 2019-10-08

Total Pages: 136

ISBN-13: 9781733394529

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Service Advisors in the Automotive industry create, arguably, more gross profit than any other employee in the dealership and receive the least amount of training. On top of that, they also have the most influence on customer retention and future new car purchases. The facts are, according to NADA, regular service customers are 17 times more likely to buy their next vehicle from their servicing dealership. And an increase in customer retention rates of just 5% improves dealership profits by 35%. Millionaire Service Advisor is a roadmap on how to do just that, focused on the caring and collecting of customers. Includes an 11 step process on how to implement our Circle of Trust System.


Book Synopsis Millionaire Service Advisor by : Chris Collins

Download or read book Millionaire Service Advisor written by Chris Collins and published by . This book was released on 2019-10-08 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: Service Advisors in the Automotive industry create, arguably, more gross profit than any other employee in the dealership and receive the least amount of training. On top of that, they also have the most influence on customer retention and future new car purchases. The facts are, according to NADA, regular service customers are 17 times more likely to buy their next vehicle from their servicing dealership. And an increase in customer retention rates of just 5% improves dealership profits by 35%. Millionaire Service Advisor is a roadmap on how to do just that, focused on the caring and collecting of customers. Includes an 11 step process on how to implement our Circle of Trust System.


Building A Gold Standard Service Advisor

Building A Gold Standard Service Advisor

Author: Alana Valiño Solis

Publisher: Independently Published

Published: 2022-10-19

Total Pages: 0

ISBN-13:

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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.


Book Synopsis Building A Gold Standard Service Advisor by : Alana Valiño Solis

Download or read book Building A Gold Standard Service Advisor written by Alana Valiño Solis and published by Independently Published. This book was released on 2022-10-19 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.


Irreplaceable Service Manager

Irreplaceable Service Manager

Author: Chris Collins

Publisher:

Published: 2019-10

Total Pages: 170

ISBN-13: 9781733394505

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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.


Book Synopsis Irreplaceable Service Manager by : Chris Collins

Download or read book Irreplaceable Service Manager written by Chris Collins and published by . This book was released on 2019-10 with total page 170 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.


The Trusted Advisor

The Trusted Advisor

Author: David H. Maister

Publisher: Simon and Schuster

Published: 2012-12-11

Total Pages: 234

ISBN-13: 147110964X

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Beside talent and a sterling portfolio, what can world-class consultants like Deloitte & Touche, Societe General and Towers Perrin boast has helped them achieve success in our entrepreneurial economy? They all have the inside track on the indispensable "Trusted Advisor" model for client relationships, created by renowned experts Charles Green and Robert Galford. Now Green and Galford have teamed up with the acclaimed David Maister in order to help their latest high-profile, fast-forward client: you. In this straightforward guide, Maister, Green and Galford show readers that the key to professional success goes well beyond technical mastery or expertise. Today, it's all about the vital ability to earn the client's trust and thereby win the ability to influence them. In these high risk times, trust is more valuable than gold. With this critical, highly detailed and accessible resource, readers will learn the five crucial steps for developing, managing and improving client confidence. For both emerging and established entrepreneurs and consultants, THE TRUSTED ADVISOR is the first truly indispensable business book of the decade.


Book Synopsis The Trusted Advisor by : David H. Maister

Download or read book The Trusted Advisor written by David H. Maister and published by Simon and Schuster. This book was released on 2012-12-11 with total page 234 pages. Available in PDF, EPUB and Kindle. Book excerpt: Beside talent and a sterling portfolio, what can world-class consultants like Deloitte & Touche, Societe General and Towers Perrin boast has helped them achieve success in our entrepreneurial economy? They all have the inside track on the indispensable "Trusted Advisor" model for client relationships, created by renowned experts Charles Green and Robert Galford. Now Green and Galford have teamed up with the acclaimed David Maister in order to help their latest high-profile, fast-forward client: you. In this straightforward guide, Maister, Green and Galford show readers that the key to professional success goes well beyond technical mastery or expertise. Today, it's all about the vital ability to earn the client's trust and thereby win the ability to influence them. In these high risk times, trust is more valuable than gold. With this critical, highly detailed and accessible resource, readers will learn the five crucial steps for developing, managing and improving client confidence. For both emerging and established entrepreneurs and consultants, THE TRUSTED ADVISOR is the first truly indispensable business book of the decade.


The Marketing Guide For Financial Advisors

The Marketing Guide For Financial Advisors

Author: Claire Akin

Publisher:

Published: 2019-11-06

Total Pages: 160

ISBN-13: 9781705950395

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The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.


Book Synopsis The Marketing Guide For Financial Advisors by : Claire Akin

Download or read book The Marketing Guide For Financial Advisors written by Claire Akin and published by . This book was released on 2019-11-06 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.


The Financial Advisor M&A Guidebook

The Financial Advisor M&A Guidebook

Author: Greg Friedman

Publisher: Springer

Published: 2018-12-19

Total Pages: 127

ISBN-13: 3030000036

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With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success.


Book Synopsis The Financial Advisor M&A Guidebook by : Greg Friedman

Download or read book The Financial Advisor M&A Guidebook written by Greg Friedman and published by Springer. This book was released on 2018-12-19 with total page 127 pages. Available in PDF, EPUB and Kindle. Book excerpt: With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success.


The Trusted Advisor: 20th Anniversary Edition

The Trusted Advisor: 20th Anniversary Edition

Author: Charles H. Green

Publisher: Simon and Schuster

Published: 2001-10-09

Total Pages: 236

ISBN-13: 0743205448

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Bestselling author David Maister teams up with Charles H. Green and Robert M. Galford to bring us the essential tool for all consultants, negotiators, and advisors. In today's fast-paced networked economy, professionals must work harder than ever to maintain and improve their business skills and knowledge. But technical mastery of one's discipline is not enough, assert world-renowned professional advisors David H. Maister, Charles H. Green, and Robert M. Galford. The key to professional success, they argue, is the ability to earn the trust and confidence of clients. To demonstrate the paramount importance of trust, the authors use anecdotes, experiences, and examples -- successes and mistakes, their own and others' -- to great effect. The result is an immensely readable book that will be welcomed by the inexperienced advisor and the most seasoned expert alike.


Book Synopsis The Trusted Advisor: 20th Anniversary Edition by : Charles H. Green

Download or read book The Trusted Advisor: 20th Anniversary Edition written by Charles H. Green and published by Simon and Schuster. This book was released on 2001-10-09 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bestselling author David Maister teams up with Charles H. Green and Robert M. Galford to bring us the essential tool for all consultants, negotiators, and advisors. In today's fast-paced networked economy, professionals must work harder than ever to maintain and improve their business skills and knowledge. But technical mastery of one's discipline is not enough, assert world-renowned professional advisors David H. Maister, Charles H. Green, and Robert M. Galford. The key to professional success, they argue, is the ability to earn the trust and confidence of clients. To demonstrate the paramount importance of trust, the authors use anecdotes, experiences, and examples -- successes and mistakes, their own and others' -- to great effect. The result is an immensely readable book that will be welcomed by the inexperienced advisor and the most seasoned expert alike.


The Handbook of Career Advising

The Handbook of Career Advising

Author: Kenneth F. Hughey

Publisher: John Wiley & Sons

Published: 2012-06-07

Total Pages: 332

ISBN-13: 1118443578

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The Handbook of Career Advising "The Handbook of Career Advising not only provides a general introduction to this important academic advising function, but offers many practical applications that can help students make realistic and timely career decisions. As students face an ever-changing and complex workplace, helping them integrate their academic and career decisions has never been more important. This book is an excellent resource for advisors; it helps them become more cognizant of the critical role they play and will facilitate the development of the knowledge and competencies required to perform this important advising task." Virginia Gordon, associate professor emeritus, The Ohio State University "This book provides a wealth of information for anyone whose work involves helping students discover how intentional choices in curricular and cocurricular educational experiences can prepare them for tomorrow's workplace. The theoretical foundations, information and resources, frameworks for practice, and recommendations for the future included in this book will guide academic advisors as they positively influence students' lives by helping them systematically and enthusiastically approach their career development." Mary Stuart Hunter, assistant vice provost, National Resource Center for The First-Year Experience and Students in Transition, University of South Carolina "The Handbook of Career Advising provides excellent information, resources, and examples of how academic advisors can become more knowledgeable and comfortable in providing career advising. Here, authors address critical issues such as diversity, working with specific student groups, and working with undecided or exploratory students. This book provides examples that illustrate how career and academic advising are significant parts of the teaching and learning process that support student success on our campuses." Casey Self, executive director, Academic Advising, University College, Arizona State University, and 2009 NACADA president


Book Synopsis The Handbook of Career Advising by : Kenneth F. Hughey

Download or read book The Handbook of Career Advising written by Kenneth F. Hughey and published by John Wiley & Sons. This book was released on 2012-06-07 with total page 332 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Handbook of Career Advising "The Handbook of Career Advising not only provides a general introduction to this important academic advising function, but offers many practical applications that can help students make realistic and timely career decisions. As students face an ever-changing and complex workplace, helping them integrate their academic and career decisions has never been more important. This book is an excellent resource for advisors; it helps them become more cognizant of the critical role they play and will facilitate the development of the knowledge and competencies required to perform this important advising task." Virginia Gordon, associate professor emeritus, The Ohio State University "This book provides a wealth of information for anyone whose work involves helping students discover how intentional choices in curricular and cocurricular educational experiences can prepare them for tomorrow's workplace. The theoretical foundations, information and resources, frameworks for practice, and recommendations for the future included in this book will guide academic advisors as they positively influence students' lives by helping them systematically and enthusiastically approach their career development." Mary Stuart Hunter, assistant vice provost, National Resource Center for The First-Year Experience and Students in Transition, University of South Carolina "The Handbook of Career Advising provides excellent information, resources, and examples of how academic advisors can become more knowledgeable and comfortable in providing career advising. Here, authors address critical issues such as diversity, working with specific student groups, and working with undecided or exploratory students. This book provides examples that illustrate how career and academic advising are significant parts of the teaching and learning process that support student success on our campuses." Casey Self, executive director, Academic Advising, University College, Arizona State University, and 2009 NACADA president