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The Advisor Playbook
- Regain Liberation and Order in Your Personal and Professional Life
- Narrado por: Duncan MacPherson, Chris Jeppesen
- Duración: 9 h y 32 m
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Resumen del Editor
Practice management is often misunderstood. The Advisor Playbook will take the mystery away.
Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.
Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable, and ensuring the owner runs the business and not the other way around.
Duncan MacPherson and Pareto Systems have been in the forefront of practice management in the realm of the professional advisor for a quarter-century. Chris Jeppesen of First Trust brings his own decades of professional knowledge to the table. The processes in The Advisor Playbook have grown over those years, through constant refinement and improvement. They'll help you to perform that same refinement and improvement on your business, and regain liberation and order in your personal and professional life.
As you progress through the book, you'll realize that each process is implemented in synergy with every other. Referrals are influenced by your service, which is influenced by your process, which is influenced by your philosophy, which is influenced by your ideal client definition, life and business goals. Nothing exists in a vacuum, and everything is, in the end, focused on a single unwavering goal: To build real, advocate relationships with your ideal clients that will generate both growth through referrals and the capacity for that growth.
The Advisor Playbook will guide you to an actionable plan and process that makes going to work a positive experience, and a positive investment.
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Companies need high potential leaders (Hi-Pos) more than ever before to help them adapt to today's tumultuous, digitally-driven business environment. If you meet the Hi-Po criteria, you're in high demand - and this book explains how to fast-track yourself.
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Good book for people wanting to climb the corporate ladder and for executives to accelerate high - potential leaders
- De Niel en 06-23-19
De: Ram Charan, y otros
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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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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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Fantastic tips and practices
- De SS MacIntyre en 03-10-15
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High-Profit Prospecting
- Powerful Strategies to Find the Best Leads and Drive Breakthrough Sales Results
- De: Mark Hunter CSP
- Narrado por: Sean Pratt
- Duración: 6 h y 10 m
- Versión completa
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As a salesperson, your pipeline is the key to your success. No matter what changes, that remains the same. Top producers prospect - and they do it all the time. "But how?" you ask, "In the age of the Internet, isn't cold-calling dead?" Now, in his new audiobook, sales expert Mark Hunter shatters costly prospecting myths and eliminates confusion about what works today.
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recycles a lot of common info
- De roland en 04-18-17
De: Mark Hunter CSP
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Combo Prospecting
- The Powerful One-Two Punch That Fills Your Pipeline and Wins Sales
- De: Tony J. Hughes
- Narrado por: Simon Mattacks
- Duración: 8 h y 6 m
- Versión completa
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General
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How do you break through to impossible-to-reach executive buyers who are intent on blocking out the noise that confronts them every day? Old-school prospecting tactics or new-school techniques alone won't provide the answers. But Combo Prospecting will...by showing how to combine time-tested sales processes with cutting-edge social media strategies and clever technology hacks.
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Excellent Book
- De Amazon Customer en 04-04-18
De: Tony J. Hughes
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Stop Selling and Start Leading
- How to Make Extraordinary Sales Happen
- De: James M. Kouzes, Barry Z. Posner, Deb Calvert
- Narrado por: Brian Holsopple
- Duración: 5 h y 17 m
- Versión completa
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In the Age of the Customer, sales effectiveness depends mightily on the buyer experience. Despite nearly universal agreement on the need for creating value in every step of the buyer’s journey, sellers continue to struggle with how to create that value and connect meaningfully with buyers. New research bridges the gap and reveals the behavioral blueprint for sellers that makes buyers more likely to meet with them - and more likely to buy from them.
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Sales leadership 101
- De Sole Trades en 08-29-20
De: James M. Kouzes, y otros
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Agile Selling
- Get Up to Speed Quickly in Today's Ever-Changing Sales World
- De: Jill Konrath
- Narrado por: Joyce Bean
- Duración: 5 h y 14 m
- Versión completa
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Powerful strategies for sales proficiency in ever-changing situations. When sales people are promoted, change jobs, or face new business environments, they inevitably need to learn new skills quickly. Their livelihoods depend on getting up to speed quickly; their bosses have no patience for delayed results
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Practical and insightful
- De Locke en 08-27-15
De: Jill Konrath
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The Last Safe Investment
- Spending Now to Increase Your True Wealth Forever
- De: Bryan Franklin, Michael Ellsberg
- Narrado por: Tim Andres Pabon
- Duración: 7 h y 14 m
- Versión completa
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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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Great Paradigm Shift For Me...
- De Brad Spencer en 07-01-16
De: Bryan Franklin, y otros
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How to Master the Art of Selling Financial Services
- De: Tom Hopkins
- Narrado por: Tom Hopkins
- Duración: 3 h y 48 m
- Versión completa
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Whether you're a financial services expert or novice, you understand the business. You've worked hard to gain your product knowledge. You study industry trends. But do you know how to talk to clients so they'll listen? The How to Master the Art of Selling Financial Services live audio seminar shows you how to gain the trust of others quickly and get them to like you, take your advice, and become long-term clients, which is the foundation for every successful business.
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better stuff for free on YouTube from
- De milos Vranic en 08-10-17
De: Tom Hopkins
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Sales Leadership
- The Essential Leadership Framework to Coach Sales Champions, Inspire Excellence, and Exceed Your Business Goals
- De: Keith Rosen MCC
- Narrado por: Keith Rosen MCC
- Duración: 11 h y 12 m
- Versión completa
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What if you can successfully coach anyone in 15, five, or even 60 seconds using one question? Sales Leadership makes delivering consistent, high-impact coaching easy. For busy, caring managers, this removes the pressure and misconception that, "Coaching is difficult, doesn't work, and I don't have time to coach." Since most managers don't know how to coach, they become part of the non-stop, problem-solving legion of frustrated Chief Problem Solvers who habitually do other's work, create dependency, and nourish the seed of mediocrity.
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Link to collateral mentioned in the book was dead
- De Gina Godsey en 01-22-19
De: Keith Rosen MCC
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Making Ideas Happen
- Overcoming the Obstacles Between Vision and Reality
- De: Scott Belsky
- Narrado por: Don Hagen
- Duración: 7 h y 3 m
- Versión completa
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General
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Historia
How the world's leading innovators push their ideas to fruition, time and time again. Edison famously said that genius is 1 percent inspiration, 99 percent perspiration. Ideas for new businesses, solutions to the world's problems, and artistic breakthroughs are common, but great execution is rare. According to Scott Belsky, the capacity to make ideas happen can be strengthened by anyone willing to build their organizational habits and harness the forces of community.
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Terrible Narrator
- De Charl en 07-12-12
De: Scott Belsky
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Scale
- Seven Proven Principles to Grow Your Business and Get Your Life Back
- De: Jeff Hoffman, David Finkel
- Narrado por: David Finkel
- Duración: 7 h y 14 m
- Versión completa
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Business owners want growth but fear it will take over their lives. Surprisingly, the only way to truly grow your company is to reduce its reliance on you - to scale. Jeff Hoffman and David Finkel offer a blueprint to rapidly grow your business while also gaining more freedom. Based on their own experiences starting, scaling, and effectively exiting from multiple successful companies, they provide seven clear principles that will help you determine the best strategy for growth in your company.
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All stuff no fluff
- De Jonathan Bonanno en 05-25-21
De: Jeff Hoffman, y otros
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How Did That Happen?
- Holding People Accountable for Results the Positive, Principled Way
- De: Roger Connors, Tom Smith
- Narrado por: Lloyd James
- Duración: 9 h y 53 m
- Versión completa
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Drawing on case studies, many from client companies, the authors show how to establish clear expectations and manage the unmet expectations that inevitably occur. And they offer a positive, principled way that engages hearts and minds. This book can help people at every level---from senior executives to front-line workers---enjoy greater productivity, profitability, and job satisfaction.
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HELP - How Can I Get The Lost Hours Back ?
- De Mike en 09-23-09
De: Roger Connors, y otros
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The Blue Square Method
- The Mindset and Best-Practices of Top Fee-For-Service Professionals
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The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to grow on their own terms. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.
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Not a lot of new information
- De Phil Jasso en 06-02-24
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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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Fantastic tips and practices
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Delivering Massive Value
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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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A must read/listen
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The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
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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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Great business ideas for an FA
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The Advisor Transformation
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Do you own your business or does your business own you? After working with the country’s top financial advisors for decades, business development entrepreneur Shawn Sparks, has seen far too many financial advisors whose success has led to less freedom and joy overall. Raised on the idea that in financial services, production is the name of the game, these founders develop highly productive businesses but unfortunately, they are dependent on them. This leads to burnout, unhappiness, unfulfilled lives and unfulfilled missions.
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The Advisor Breakthrough
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In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice. Based on the lessons Shawn has learned from working with the country's top financial advisors over the past 10 years, you will discover many of the most important top one-percent advisor lessons. The Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a successful, sustainable business.
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Financial advisor's detailed roadmap for success
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The Blue Square Method
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The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to grow on their own terms. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.
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Not a lot of new information
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The Million-Dollar Financial Advisor
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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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Fantastic tips and practices
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Delivering Massive Value
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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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A must read/listen
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The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
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Great business ideas for an FA
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The Advisor Transformation
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Do you own your business or does your business own you? After working with the country’s top financial advisors for decades, business development entrepreneur Shawn Sparks, has seen far too many financial advisors whose success has led to less freedom and joy overall. Raised on the idea that in financial services, production is the name of the game, these founders develop highly productive businesses but unfortunately, they are dependent on them. This leads to burnout, unhappiness, unfulfilled lives and unfulfilled missions.
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The Advisor Breakthrough
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In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice. Based on the lessons Shawn has learned from working with the country's top financial advisors over the past 10 years, you will discover many of the most important top one-percent advisor lessons. The Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a successful, sustainable business.
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The Marketing Guide for Financial Advisors
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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.
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Psychology of Financial Planning
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In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, Psychology of Financial Planning is written for those with thirty years in practice as well as those just beginning their journey.
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Outstanding
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Book Yourself Solid, Third Edition
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Book Yourself Solid has been one of the most popular marketing guides in the world for service-based businesses since its initial release in 2006. This new third edition includes updated and expanded strategies, techniques, and skills to help you get more clients and increase your take-home profits.
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One of the best.
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Questions That Sell
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As a salesperson your product knowledge is extensive, but that's not enough. If you fail to ask the right questions - the ones that uncover a customer's real needs - you will never close the deal. Questions that Sell reveals advanced questioning techniques that will help you sell your products or services based on value to the customer, rather than price - and increase your success rate as a result.
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Interesting for a novice
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The Trusted Advisor
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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 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. In this 20th anniversary edition, Maister, Green, and Galford enrich our understanding of today's society and illustrate how to be effective communicators in a digital world.
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Where’s the PDF?
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De: David H. Maister, y otros
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The Million-Dollar Financial Services Practice
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In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr., reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time-management techniques into a system that will help listeners build a successful and lucrative practice. Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows listeners how to take their financial services practice to the million-dollar level and beyond.
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Good Producer Book
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Fanatical Prospecting
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Fanatical Prospecting gives salespeople, sales leaders, entrepreneurs, and executives a practical, eye-opening guide that clearly explains the why and how behind the most important activity in sales and business development—prospecting. Step by step, Jeb Blount outlines his innovative approach to prospecting that works for real people, in the real world, with real prospects.
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One of the best books on Sales!
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De: Jeb Blount, y otros
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Thinking in Bets
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In Super Bowl XLIX, Seahawks coach Pete Carroll made one of the most controversial calls in football history: With 26 seconds remaining, and trailing by four at the Patriots' one-yard line, he called for a pass instead of a handing off to his star running back. The pass was intercepted, and the Seahawks lost. Critics called it the dumbest play in history. But was the call really that bad? Or did Carroll actually make a great move that was ruined by bad luck? Even the best decision doesn't yield the best outcome every time.
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Wasn't For Me
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Traction
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Do you have a grip on your business, or does your business have a grip on you? All entrepreneurs and business leaders face similar frustrations: personnel conflict, profit woes, and inadequate growth. Decisions never seem to get made, or once made, fail to be properly implemented. But there is a solution. It’s not complicated or theoretical.
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this is for 50+ employee companies, not small ones
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Buy Back Your Time
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How you use your free time will make or break your success. The secret? It’s not about working harder or finding more time to do work. It’s about designing the freedom to engage in the high-value work that brings you energy and fulfillment. This is at the heart of the message that has made Dan Martell the world’s most popular SaaS (Software-as-a-Service) coach. Now, in his first book, Buy Back Your Time, he teaches entrepreneurs at every level how to scale their business, fast, while avoiding burnout.
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… by micromanaging
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De: Dan Martell
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12 Months to $1 Million
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- De: Ryan Daniel Moran
- Narrado por: Ryan Daniel Moran
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General
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By cutting out the noise and providing a clear and proven plan, this road map helps even brand-new entrepreneurs make decisions quickly, get their product up for sale, and launch it to a crowd that is ready and waiting to buy. This one-year plan will guide you through the three stages to your first $1 million: the Grind (months 0-4), the Growth (months 5-8), and the Gold (months 9-12). If your goal is to be a full-time entrepreneur, get ready for one chaotic, stressful, and rewarding year. If you have the guts to complete it, you will be the proud owner of a million-dollar business.
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Good, but a Little Misleading
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The Psychology of Money
- Timeless Lessons on Wealth, Greed, and Happiness
- De: Morgan Housel
- Narrado por: Chris Hill
- Duración: 5 h y 54 m
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General
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Historia
Money - investing, personal finance, and business decisions - is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together. In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money.
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Could be summarized in one sentence
- De Alex en 05-30-21
De: Morgan Housel
Lo que los oyentes dicen sobre The Advisor Playbook
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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Ejecución
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Historia
- JF
- 08-06-18
Great Book
This book really is the playbook advisors need. I got many great ideas, and each idea is actionable, not just a vague notion. My business is in the process of being transformed, and many of the improvements have come directly or indirectly from ideas in this book.
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esto le resultó útil a 3 personas
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- Hemant Sachdev
- 10-12-20
Some great nuggets in here
Having been in the Financial Advisory business for almost 30 years, I am still looking to continually improve myself and my practice.
Thus book reinforced some of the concepts we were already implementing and gave some real nuggets that I have incorporated in my practice already.
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- Justin Price
- 12-20-17
Great Material
How could the performance have been better?
The material is phenomenal. The audiobook has portions that literally sound like they were recorded on an iPhone - in a bathroom. Only some sections are that way, though. Once you get past it, the content is great!
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esto le resultó útil a 2 personas
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- Ryan P Forster
- 12-01-20
Every Advisor should read
Great advisors are always moving forward and becoming better. The advisor playbook has so many things we all do or all think we do and reaffirms the importance of fundamental business activities. Then it goes beyond to differentiate and has more sound bites and relevant ways to relate to clients. I picked up a lot from the book and re-read it regularly.
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- MattB5
- 11-02-21
Content is great, sound recording horrible
The content is great if you want to have a top tier financial advising business. Some of it was a little repetitive and probably could have been compressed a little.
But the recording quality was all over the place. It was very distracting. One chapter sounds okay, the next one sounds like it was recorded in a bathroom stall and you can hear pages turning and has edits that weren't edited out. Very unprofessional for such professional subject matter.
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esto le resultó útil a 2 personas
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- William Torgerson
- 01-17-20
Actionable advice presented simply
filled with actionable advice, strategies, and creative ideas. can be used for any entrepreneur or Advisor looking to build or improve their firm.
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