Advice That Sticks
How to Give Financial Advice That People Will Follow
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Advice That Sticks
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Narrado por:
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Kim Niemi
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De:
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Moira Somers
Acerca de esta escucha
The advice is sound; the client seems eager; and then...nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients' well-being is compromised, opportunities are lost, and the professional relationship grows strained.
Advice That Sticks takes aim at the problem of financial non-adherence. Authored by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams.
The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioral economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum.
©2018 Moira Somers (P)2021 TantorLos oyentes también disfrutaron...
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Michael Ellsberg and Bryan Franklin think you've been fed a lie: that if you save for decades and invest in 401(k)s, IRAs, and a home, these investments will grow steadily over decades, allowing 20 to 30 years of secure, peaceful retirement. This might have been true at some point in the last century, but it is not true any longer. If you want to get ahead and enjoy a life of prosperity, the authors argue that you must invest in the most powerful source of wealth you'll ever know: your own earning power.
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5 out of 5 stars
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Great Paradigm Shift For Me...
- De Brad Spencer en 07-01-16
De: Bryan Franklin, y otros
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The Values Factor
- The Secret to Creating an Inspired and Fulfilling Life
- De: Dr. John DeMartini
- Narrado por: Erik Synnestvedt
- Duración: 12 h y 8 m
- Versión completa
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General5 out of 5 stars 383
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Narración:4.5 out of 5 stars 337
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Historia5 out of 5 stars 333
The Values Factor shows you how to create a life in which every minute can be inspiring and fulfilling. The first step is to identify what you find most meaningful - the values in life that are most important to you. Once you understand your own unique values and align your life accordingly, you can achieve fulfillment in every aspect of your life: deepening your loving relationships, creating an inspiring career, establishing financial freedom, and tapping into a rich spiritual life.
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4 out of 5 stars
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Makes you really think about your values
- De Saad en 12-07-16
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Wired for Wealth
- Change the Mindsets That Keep You Trapped and Unleash Your Wealth Potential
- De: Brad Klontz, Ted Klontz
- Narrado por: Jonathan Walker
- Duración: 6 h y 11 m
- Versión completa
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General4.5 out of 5 stars 50
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Narración:4.5 out of 5 stars 38
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Historia4.5 out of 5 stars 38
As financial stress mounts and an economic crash looms, Wired for Wealth shows you that the biggest threat to your financial health is not a recession; it's your brain. Markets go up and markets go down, but one fact holds true: Your money scripts - the unconscious core beliefs you hold about money - will determine whether you win or lose in the long run. But there is hope.
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5 out of 5 stars
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Get this audiobook today!
- De Sebastien en 08-02-12
De: Brad Klontz, y otros
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The Earned Life
- Lose Regret, Choose Fulfillment
- De: Marshall Goldsmith, Mark Reiter
- Narrado por: Marshall Goldsmith
- Duración: 8 h y 23 m
- Versión completa
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General4.5 out of 5 stars 172
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Narración:4.5 out of 5 stars 141
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Historia4.5 out of 5 stars 142
Goldsmith implores listeners to avoid the Great Western Disease of “I’ll be happy when. . . .” He offers practical advice and exercises aimed at helping us shed the obstacles, especially the failures of imagination, that prevent us from creating our own fulfilling lives. With this book as their guide, listeners can close the gap between what they plan to achieve and what they actually get done—and avoid the trap of existential regret, the kind that reroutes destinies and persecutes our memories.
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5 out of 5 stars
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Brilliant Book 💛
- De Dr. Lilian Ajayi-Ore en 05-04-22
De: Marshall Goldsmith, y otros
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Focus
- Use Different Ways of Seeing the World for Success and Influence
- De: Heidi Grant Halvorson Ph.D., E. Tory Higgins PhD
- Narrado por: Karen Saltus
- Duración: 7 h y 20 m
- Versión completa
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General4 out of 5 stars 74
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Narración:4 out of 5 stars 61
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Historia4 out of 5 stars 60
We all want to experience pleasure and avoid pain. But there are really two kinds of pleasure and pain that motivate everything we do. If you are promotion-focused, you want to advance and avoid missed opportunities. If you are prevention-focused, you want to minimize losses and keep things working. And as Tory Higgins has found in his groundbreaking research, if you understand how people focus, you have the power to motivate yourself and everyone around you.
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1 out of 5 stars
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Pain / Pleasure
- De Serena K. en 02-13-17
De: Heidi Grant Halvorson Ph.D., y otros
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Pivot
- The Only Move That Matters Is Your Next One
- De: Jenny Blake
- Narrado por: Jenny Blake
- Duración: 6 h y 21 m
- Versión completa
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General4.5 out of 5 stars 387
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Narración:4.5 out of 5 stars 328
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Historia4.5 out of 5 stars 327
Careers are not linear, predictable ladders any longer; they are fluid trajectories. No matter our age, life stage, bank account balance, or seniority, we are all being asked to navigate career changes much more frequently than in years past. The average employee tenure in America is just four to five years, and even those roles change dramatically within that time. Our economy now demands that we create businesses and careers based on creativity, growth, and impact. In this dynamic world of work, the only move that matters is your next one.
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3 out of 5 stars
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Difficult in Audio Format
- De Gina L. en 01-16-17
De: Jenny Blake
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Coaching for Performance, 5th Edition
- The Principles and Practice of Coaching and Leadership
- De: Sir John Whitmore, John McFarlane - foreword
- Narrado por: Richard Lyddon
- Duración: 8 h y 5 m
- Versión completa
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General4.5 out of 5 stars 119
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Narración:4.5 out of 5 stars 94
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Historia4.5 out of 5 stars 94
Written by Sir John Whitmore, the pioneer of coaching, and Performance Consultants, the global market leaders in performance coaching, this extensively revised and extended edition will revolutionize the traditional approach to organizational culture. Brand-new practical exercises, corporate examples, and coaching dialogues strengthen the learning process, whilst a critical new chapter demonstrates how to measure the benefits of coaching as a return on investment, ensuring this landmark new edition will remain at the forefront of professional coaching and leadership development.
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5 out of 5 stars
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Excellent concept
- De copious en 03-27-21
De: Sir John Whitmore, y otros
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Lead like a Woman
- Gain Confidence, Navigate Obstacles, Empower Others
- De: Deborah Smith Pegues
- Narrado por: Deborah Smith Pegues
- Duración: 6 h y 10 m
- Versión completa
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General4.5 out of 5 stars 37
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Narración:5 out of 5 stars 32
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Historia4.5 out of 5 stars 32
Every day, whether they’re competing in the business world or serving in a nonprofit, women hear that they’re not enough. They’re too emotional to lead, and the way they act, speak, and even think is detrimental to success. But in Lead like a Woman, former Fortune 500 executive Deborah Smith Pegues shows that your uniquely female qualities can position you for success - if you know how to use them.
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3 out of 5 stars
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Misleading due to faith
- De Lauren Craft en 05-24-21
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Mastering the Art of Quitting
- Why It Matters in Life, Love, and Work
- De: Peg Streep, Alan B. Bernstein
- Narrado por: Grover Gardner
- Duración: 7 h y 37 m
- Versión completa
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General4 out of 5 stars 51
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Narración:4 out of 5 stars 40
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Historia4 out of 5 stars 39
In Mastering the Art of Quitting, the authors show us how to let go when we need to and how to start over. A guide to increasing our emotional and mental flexibility, assessing our goals, and knowing when to hang in or bail out, it tackles our tendencies to overanalyze, ruminate, and put a positive spin on situations we actually need to avoid. In a culture which perceives quitting as a last resort, Alan Bernstein and Peg Streep show that it’s an essential tool for a happy and successful life. They reveal simple truths which apply to goals in all areas of life including love, relationships, and work.
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4 out of 5 stars
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Good book but not in audio format.
- De Viktar en 11-25-15
De: Peg Streep, y otros
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No Ego
- How Leaders Can Cut the Cost of Workplace Drama, End Entitlement, and Drive Big Results
- De: Cy Wakeman
- Narrado por: Cynthia Farrell
- Duración: 4 h y 45 m
- Versión completa
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General4.5 out of 5 stars 691
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Narración:4.5 out of 5 stars 582
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Historia4.5 out of 5 stars 581
No Ego is about increasing awareness of just how often individuals are operating out of ego at work, breeding drama and discord rather than innovation and constructive collaboration. It is high time to reinvent leadership thinking. The current work experience is so full of emotional waste that it's seen as a foregone cost in today's business environments. Cy Wakeman teaches straightforward strategies in which this time and energy can be re-commissioned and put toward the value that hired talent is intended to provide.
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3 out of 5 stars
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It's a good dose of reality, but not enough...
- De Phaethon en 02-25-20
De: Cy Wakeman
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Delivering Massive Value
- The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
- De: Matthew Jarvis
- Narrado por: Matthew Jarvis
- Duración: 9 h y 6 m
- Versión completa
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General5 out of 5 stars 124
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Narración:5 out of 5 stars 100
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Historia5 out of 5 stars 99
If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm.
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5 out of 5 stars
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A must read/listen
- De Dan Curtis en 01-28-23
De: Matthew Jarvis
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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- De: David J. Mullen Jr.
- Narrado por: Allan Robertson
- Duración: 8 h y 24 m
- Versión completa
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General4.5 out of 5 stars 509
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Narración:4.5 out of 5 stars 426
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Historia4.5 out of 5 stars 421
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike.
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5 out of 5 stars
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Fantastic tips and practices
- De SS MacIntyre en 03-10-15
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The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
- De: Rob Knapp
- Narrado por: Scott Hoke
- Duración: 3 h y 43 m
- Versión completa
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General4.5 out of 5 stars 203
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Narración:4.5 out of 5 stars 165
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Historia4.5 out of 5 stars 166
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch - under the leadership of author Rob Knapp - it has grown increasingly popular within the financial services industry.
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5 out of 5 stars
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Great business ideas for an FA
- De Kyle en 03-01-15
De: Rob Knapp
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Ask: How to Relate to Anyone
- De: Daniel R. Solin
- Narrado por: Drew Birdseye
- Duración: 3 h y 46 m
- Versión completa
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General4 out of 5 stars 13
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Narración:4.5 out of 5 stars 11
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Historia4.5 out of 5 stars 10
Do you want a tried and tested way to engage anyone? Do you want to learn how to turn an argument into an opportunity? Do you want more meaningful relationships with your colleagues, your clients, your spouse, your children, and your friends? In his meticulously researched book, based on fascinating and compelling studies in the fields of psychology and neuroscience, New York Times best-selling author Dan Solin shows you exactly how to make deeper connections with anyone.
De: Daniel R. Solin
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The One-Page Financial Plan
- A Simple Way to Be Smart About Your Money
- De: Carl Richards
- Narrado por: Carl Richards
- Duración: 4 h y 3 m
- Versión completa
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General4.5 out of 5 stars 259
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Narración:4.5 out of 5 stars 226
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Historia4.5 out of 5 stars 225
Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once they've begged, "Just tell me what to do." It's no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don't have time to make sense of all the information available.
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4 out of 5 stars
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A Good and Simple Financial Book
- De Kindle Customer en 02-27-20
De: Carl Richards
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Against the Gods
- The Remarkable Story of Risk
- De: Peter L. Bernstein
- Narrado por: Mike Fraser
- Duración: 14 h y 27 m
- Versión completa
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General4.5 out of 5 stars 263
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Narración:4.5 out of 5 stars 215
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Historia4.5 out of 5 stars 213
In this unique exploration of the role of risk in our society, Peter Bernstein argues that the notion of bringing risk under control is one of the central ideas that distinguishes modern times from the distant past. Against the Gods chronicles the remarkable intellectual adventure that liberated humanity from oracles and soothsayers by means of the powerful tools of risk management that are available to us today.
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5 out of 5 stars
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Glad it finally got here
- De bda31175 en 10-16-21
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Delivering Massive Value
- The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
- De: Matthew Jarvis
- Narrado por: Matthew Jarvis
- Duración: 9 h y 6 m
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General5 out of 5 stars 124
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Narración:5 out of 5 stars 100
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Historia5 out of 5 stars 99
If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm.
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5 out of 5 stars
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A must read/listen
- De Dan Curtis en 01-28-23
De: Matthew Jarvis
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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- De: David J. Mullen Jr.
- Narrado por: Allan Robertson
- Duración: 8 h y 24 m
- Versión completa
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General4.5 out of 5 stars 509
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Narración:4.5 out of 5 stars 426
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Historia4.5 out of 5 stars 421
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike.
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5 out of 5 stars
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Fantastic tips and practices
- De SS MacIntyre en 03-10-15
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The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
- De: Rob Knapp
- Narrado por: Scott Hoke
- Duración: 3 h y 43 m
- Versión completa
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General4.5 out of 5 stars 203
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Narración:4.5 out of 5 stars 165
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Historia4.5 out of 5 stars 166
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch - under the leadership of author Rob Knapp - it has grown increasingly popular within the financial services industry.
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5 out of 5 stars
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Great business ideas for an FA
- De Kyle en 03-01-15
De: Rob Knapp
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Ask: How to Relate to Anyone
- De: Daniel R. Solin
- Narrado por: Drew Birdseye
- Duración: 3 h y 46 m
- Versión completa
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General4 out of 5 stars 13
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Narración:4.5 out of 5 stars 11
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Historia4.5 out of 5 stars 10
Do you want a tried and tested way to engage anyone? Do you want to learn how to turn an argument into an opportunity? Do you want more meaningful relationships with your colleagues, your clients, your spouse, your children, and your friends? In his meticulously researched book, based on fascinating and compelling studies in the fields of psychology and neuroscience, New York Times best-selling author Dan Solin shows you exactly how to make deeper connections with anyone.
De: Daniel R. Solin
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The One-Page Financial Plan
- A Simple Way to Be Smart About Your Money
- De: Carl Richards
- Narrado por: Carl Richards
- Duración: 4 h y 3 m
- Versión completa
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General4.5 out of 5 stars 259
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Narración:4.5 out of 5 stars 226
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Historia4.5 out of 5 stars 225
Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once they've begged, "Just tell me what to do." It's no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don't have time to make sense of all the information available.
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4 out of 5 stars
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A Good and Simple Financial Book
- De Kindle Customer en 02-27-20
De: Carl Richards
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Against the Gods
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- De: Peter L. Bernstein
- Narrado por: Mike Fraser
- Duración: 14 h y 27 m
- Versión completa
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General4.5 out of 5 stars 263
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Narración:4.5 out of 5 stars 215
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Historia4.5 out of 5 stars 213
In this unique exploration of the role of risk in our society, Peter Bernstein argues that the notion of bringing risk under control is one of the central ideas that distinguishes modern times from the distant past. Against the Gods chronicles the remarkable intellectual adventure that liberated humanity from oracles and soothsayers by means of the powerful tools of risk management that are available to us today.
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5 out of 5 stars
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Glad it finally got here
- De bda31175 en 10-16-21
Lo que los oyentes dicen sobre Advice That Sticks
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Melissa M.
- 02-17-23
Easy read and guide
I listened while reading along simultaneously and found myself unable to put the book down. The information was easy to understand, and I loved the boosters added to help us implement the work. I’ll be able to incorporate the teachings into my coaching immediately and am excited to bring more value to my clients.
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Total1 out of 5 stars
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Ejecución3 out of 5 stars
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Historia1 out of 5 stars
- Zach
- 10-29-23
Free for a reason
Don’t waste space in your library on this one. Lots of talking in circles and psycho babble without getting to the point of the title.
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