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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- Narrado por: Allan Robertson
- Duración: 8 h y 24 m
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Resumen del Editor
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. The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turnaround and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.
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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
- De ToddM en 12-16-17
De: Shawn Sparks
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The Million-Dollar Financial Services Practice
- A Proven System for Becoming a Top Producer
- De: David J. Mullen Jr.
- Narrado por: Kevin Stillwell
- Duración: 12 h y 29 m
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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
- De ABR2 en 06-04-16
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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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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
- De Dan Curtis en 01-28-23
De: Matthew Jarvis
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The Advisor Playbook
- Regain Liberation and Order in Your Personal and Professional Life
- De: Duncan MacPherson, Chris Jeppesen
- Narrado por: Duncan MacPherson, Chris Jeppesen
- Duración: 9 h y 32 m
- Versión completa
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Practice management is often misunderstood. The Advisor Playbook will take the mystery away. 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.
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Great Book
- De JF en 08-06-18
De: Duncan MacPherson, y otros
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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
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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
- De Kyle en 03-01-15
De: Rob Knapp
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The Advisor Transformation
- The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors
- De: Shawn Sparks
- Narrado por: Sean Pratt
- Duración: 7 h y 12 m
- Versión completa
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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.
De: Shawn Sparks
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The Advisor Breakthrough
- Your Step-By-Step Guide to Building a Million-Dollar Practice
- De: Shawn Sparks
- Narrado por: Sean Pratt
- Duración: 7 h y 20 m
- Versión completa
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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
- De ToddM en 12-16-17
De: Shawn Sparks
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The Blue Square Method
- The Mindset and Best-Practices of Top Fee-For-Service Professionals
- De: Duncan MacPherson, Chris Jeppesen
- Narrado por: Duncan MacPherson
- Duración: 12 h y 39 m
- Versión completa
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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
De: Duncan MacPherson, y otros
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Best Practices of Elite Advisors
- De: Matt Oechsli, Stephen Boswell
- Narrado por: David Moran
- Duración: 4 h
- Versión completa
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The quickest way for a financial advisor to become an elite advisor is to model the Best Practices of Elite Advisors. This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite. In a way, this book will serve as your surrogate role model. Why is this necessary, you might ask? Because top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today.
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Great simple guide
- De Richard Popp en 03-29-17
De: Matt Oechsli, y otros
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The Marketing Guide for Financial Advisors
- The Complete Reference for Digital Marketing, Niches, Prospecting, and Powerful Ideas to Grow Your Business
- De: Claire Akin MBA
- Narrado por: Lynn Brunk
- Duración: 4 h y 32 m
- Versión completa
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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.
De: Claire Akin MBA
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The Trusted Advisor
- 20th Anniversary Edition
- De: David H. Maister, Robert M. Galford, Charles H. Green
- Narrado por: BJ Harrison
- Duración: 10 h y 38 m
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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?
- De Ken Fridley en 07-05-21
De: David H. Maister, y otros
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Bridge Your Gap: Sales Strategies and Systems for Becoming a Top Financial Advisor
- De: Jim Effner
- Narrado por: Jim Effner
- Duración: 5 h y 58 m
- Versión completa
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What is the "Gap"? For financial professionals, it is the gap between their current income and their potential income - and it's profound. The fact is, most financial industry pros have a massive, untapped income potential. Most are "just getting by" when they could be living the life of their dreams. But how do they bridge the Gap in way best that serves both themselves and their clients? Jim Effner has the answer. If you're tired of staring into the Gap and ready to leap into the world of the top producer, buy this audiobook. Then hold on. It's going to be an exciting ride!
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Promised systems, delivered systems
- De JRG en 03-23-24
De: Jim Effner
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Psychology of Financial Planning
- The Practitioner's Guide to Money and Behavior
- De: Brad Klontz, Charles R. Chaffin, Ted Klontz
- Narrado por: Jamie Renell
- Duración: 9 h y 2 m
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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
- De Joseph en 08-20-24
De: Brad Klontz, y otros
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The Behavior Gap
- Simple Ways to Stop Doing Dumb Things with Money
- De: Carl Richards
- Narrado por: Carl Richards
- Duración: 3 h y 32 m
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Why do we lose money? It's easy to blame the economy or the financial markets - but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon - the distance between what we should do and what we actually do - "the behavior gap". He found that once people understood it, they started doing much better.
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Average across the board
- De michael en 01-23-18
De: Carl Richards
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Fire Your Financial Advisor
- 40 Years of Greed and Exploitation of the American Retiree, and How You Can Fight Back
- De: Greg Aler
- Narrado por: Greg Aler
- Duración: 4 h y 14 m
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Greed. Exploitation. And so many fees. All hiding in plain sight. That’s your financial advisor. Whose services and advice have become the outdated VHS player of retirement. In Fire Your Financial Advisor: 40 Years of Greed and Exploitation of the American Retiree, and How You Can Fight Back, Greg Aler tells the story of how the financial industry created a trillion-dollar empire by withholding information while over-charging and under-servicing retirees regarding the real risks of retirement.
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The intent of the book was revealed first chapter
- De JIM H. en 03-31-23
De: Greg Aler
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Blend Out: From Ordinary to Irresistible
- How Advisors Can Market Like the Greatest Brands in the World
- De: Robert Sofia
- Narrado por: Zack Sage
- Duración: 4 h y 11 m
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In Blend Out, Snappy Kraken CEO Robert Sofia dives into the marketing history of some of the world’s most successful companies, exploring the steps they took that left an unshakable impression with their target audiences and then applying those steps in such a way that any small business can recreate them.
De: Robert Sofia
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Live Your Life Insurance
- De: Kim D. H. Butler
- Narrado por: Kim D. H. Butler
- Duración: 1 h y 54 m
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Live Your Life Insurance shows you exactly how you can take advantage of one of the most common, but misunderstood, financial tools. In it, you'll discover exactly how you can use your life insurance to benefit you while you are alive - and help you build financial security. In addition, it will reveal ways to make the best of your policy no matter what age you are. Most people don't realize what a powerful tool they have in their life insurance policies - this book will be your guide
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Good for the up and coming
- De Amazon Customer en 04-11-17
De: Kim D. H. Butler
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Fanatical Prospecting
- The Ultimate Guide to Opening Sales Conversations and Filling the Pipeline by Leveraging Social Selling, Telephone, Email and Cold Calling
- De: Jeb Blount, Mike Weinberg - foreword
- Narrado por: Jeb Blount, Jeremy Arthur
- Duración: 8 h y 21 m
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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!
- De Kathleen Fitzpatrick en 09-04-23
De: Jeb Blount, y otros
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Advice That Sticks
- How to Give Financial Advice That People Will Follow
- De: Moira Somers
- Narrado por: Kim Niemi
- Duración: 4 h y 54 m
- Versión completa
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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.
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Free for a reason
- De Zach en 10-29-23
De: Moira Somers
Lo que los oyentes dicen sobre The Million-Dollar Financial Advisor
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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- SS MacIntyre
- 03-10-15
Fantastic tips and practices
Great book that both encourages and inspired one to the next level of performance.
I highly recommend to new and experienced advisors.
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- Nader
- 03-24-17
Financial Advisor? This is a must listen
Where was this book when I started my career? The information is priceless. Time very well spent
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- Anonymous User
- 02-07-19
Excellent
Great book and very well read. I recommend it for people who want to succeed in this career
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- Anonymous User
- 10-05-19
Career-Changing
The lessons in this book are indeed powerful, and highly practical. I found the book highly motivational; it really made me excited about the possibilities in the financial advisory business.
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- Anonymous User
- 10-27-23
Great insight
I appreciate everything that was offered within this book. Great insight along with ways I can gain and maintain my current practice.
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- Priya
- 03-18-17
Excellent book
I like book, it's not helpful to financial advisers but also other professionals for self improvement..
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- Kent McClelland
- 06-20-21
Stimulating and encouraging
The book was read well and is stimulating. The book has a positive encouraging tone and seems realistic.
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- Anonymous User
- 12-08-22
Great perspective
Step by step process to success as an FA!!
Gives perspective on what it takes to be a winner and many examples of good habits and routines.
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- Sean
- 02-03-22
All sound advice
As good as this book was, and as much as I learned from it, I feel like the lessons are all common sense. Particularly if you read a lot of self help books already.
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- Wolf Dad
- 03-21-17
All the Practices I've been Using & So Much More
All in a beautifully outlined format, with excellent stories and references to go with each. This is the Bible for an FA.
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