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Delivering Massive Value
- The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
- Narrated by: Matthew Jarvis
- Length: 9 hrs and 6 mins
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Delivering Massive Value
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Publisher's summary
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. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams.
You'll find:
- Client scripts your team can use today
- The trials and tribulations of Jarvis' rise to success
- Simple but powerful ways to consistently offer your clients more value (while taking more vacations)
- Everything the "investment gurus" won't tell you about what really works
- Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system.
Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible.
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Story4.5 out of 5 stars 78
Do you have a hobby or passion that has nothing to do with your nine-to-five job? Do you craft vintage jewelry, make handmade furniture, or offer expert negotiating advice to family and friends in your spare time? Then you, too, could join the one-third of Americans who turn their talents into a lucrative side hustle. In What If It Does Work Out? life coach and professional side-hustler Susie Moore offers expert tips and guidance to help you earn an extra source of income by doing something you love.
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5 out of 5 stars
-
Life changing book for everyone
- By Anonymous User on 12-06-19
By: Susie Moore
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Good in a Room
- How to Sell Yourself (and Your Ideas) and Win Over Any Audience
- By: Stephanie Palmer
- Narrated by: Judith Brackley
- Length: 6 hrs and 40 mins
- Unabridged
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Overall4 out of 5 stars 93
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Performance4 out of 5 stars 72
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Story4 out of 5 stars 72
Business consultant and former MGM director of creative affairs Stephanie Palmer reveals the techniques used by Hollywood's top writers, producers, and directors to get financing for their projects and explains how you can apply these techniques to be more successful in your own high-stakes meetings.
As Palmer has found, the strategies used to sell yourself and your ideas in Hollywood not only work in other businesses, they often work better.
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2 out of 5 stars
-
Much Too General to Be Useful
- By Coldmountain on 05-22-15
By: Stephanie Palmer
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Fireproof
- A Five-Step Model to Take Your Law Firm from Unpredictable to Wildly Profitable
- By: Mike Morse, John Nachazel
- Narrated by: Mike Morse
- Length: 4 hrs and 18 mins
- Unabridged
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Overall5 out of 5 stars 64
-
Performance5 out of 5 stars 55
-
Story5 out of 5 stars 54
Skilled lawyers who open their own firms can quickly find their dream career turning into a nightmare. When the firm doesn’t grow as fast as you expected, the money doesn’t come like you’d hoped despite working long hours, and your less-capable peers are passing you by, it can be demoralizing and deeply frustrating. Mike Morse has been there. The change he made that transformed both his personal life and his professional future was running his law firm like a business.
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3 out of 5 stars
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If you aren’t a PI lawyer, don’t bother
- By Jim Hart on 10-06-23
By: Mike Morse, and others
-
Do It! Marketing
- 77 Instant-Action Ideas to Boost Sales, Maximize Profits, and Crush Your Competition
- By: David Newman
- Narrated by: David Newman
- Length: 8 hrs and 10 mins
- Unabridged
-
Overall4 out of 5 stars 93
-
Performance4 out of 5 stars 81
-
Story4.5 out of 5 stars 80
Small business marketing doesn't have to be a mystery. It's just a series of simple decisions (and the action steps to implement those decisions) that will help you regain the clarity, confidence, and control you need to succeed. Do It! Marketing is an encouraging kick in the pants that will reignite your marketing mojo. The underlying premise is that "only action creates results."
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3 out of 5 stars
-
GOOD Book. However...
- By ala on 08-03-14
By: David Newman
-
High Trust Selling
- Make More Money in Less Time with Less Stress
- By: Todd Duncan
- Narrated by: Todd Duncan
- Length: 3 hrs and 57 mins
- Unabridged
-
Overall4.5 out of 5 stars 378
-
Performance4.5 out of 5 stars 217
-
Story4.5 out of 5 stars 214
A Wall Street Journal best seller! There is a major difference between being a salesperson in business and being in business as a salesperson. Being successful in sales has a lot to do with what's on the inside of a person, and the person's ability to establish and foster loyal relationships.
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5 out of 5 stars
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The Core Foundation For Sales Success
- By Joe on 01-28-05
By: Todd Duncan
-
The 25 Sales Skills
- They Don't Teach at Business School
- By: Stephan Schiffman
- Narrated by: Stephan Schiffman
- Length: 1 hr and 42 mins
- Unabridged
-
Overall4.5 out of 5 stars 57
-
Performance4 out of 5 stars 51
-
Story4 out of 5 stars 49
Master the skills you can’t learn in a classroom. You can break into today’s cutting-edge sales force - and become a leader. All it takes is learning Stephan Schiffman’s essential skills. Honed to perfection over decades of experience, his techniques will make you a top sales performer. From the man who’s trained more than a half-million salespeople, these are the secrets you won’t learn in any classroom. Now they’re yours for the taking and will put you on the fast track to career advancement.
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5 out of 5 stars
-
Great Sales book!!!
- By NN on 02-27-17
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Nothing to Lose, Everything to Gain
- How I Went from Gang Member to Multimillionaire Entrepreneur
- By: Ryan Blair, Don Yaeger
- Narrated by: Johnny Heller
- Length: 6 hrs and 59 mins
- Unabridged
-
Overall4.5 out of 5 stars 220
-
Performance4.5 out of 5 stars 193
-
Story4.5 out of 5 stars 190
Ryan Blair knows about building a business from the ground up. Like many entrepreneurs he had no formal business education. But he had great survival instincts, tenacity, and, above all, a "nothing to lose" mindset.Blair's middle-class childhood came to an abrupt end when his abusive father succumbed to drug addiction and abandoned the family. Blair and his mother moved to a bad neighborhood, and soon he was in and out of juvenile detention, joining a gang just to survive. Then his mother fell in love with a successful entrepreneur who took Ryan under his wing.
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3 out of 5 stars
-
I wouldn't read it again
- By Blahhhhhh on 01-07-13
By: Ryan Blair, and others
-
Time, Money, Freedom
- 10 Simple Rules to Redefine What's Possible and Radically Reshape Your Life
- By: Ray Higdon, Jessica Higdon
- Narrated by: Ray Higdon, Jessica Higdon
- Length: 5 hrs and 28 mins
- Unabridged
-
Overall5 out of 5 stars 187
-
Performance5 out of 5 stars 162
-
Story5 out of 5 stars 162
From living on Jess's wages as a makeup counter sales clerk, to achieving dramatic success as network marketing partners, to running a multi-million-dollar coaching and training company today, Ray and Jessica Higdon have built their lives on a shared desire for freedom and balance. With 10 simple rules for redefining what's possible in your life, this book will help you build confidence, shift your mind-set, and learn the tools to take control of your life and start on a path toward your own definition of freedom.
-
5 out of 5 stars
-
actionable steps to get started in entrepreneurship or get out of a rut
- By Meg on 03-11-21
By: Ray Higdon, and others
-
The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- By: David J. Mullen Jr.
- Narrated by: Allan Robertson
- Length: 8 hrs and 24 mins
- Unabridged
-
Overall4.5 out of 5 stars 499
-
Performance4.5 out of 5 stars 418
-
Story4.5 out of 5 stars 413
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.
-
5 out of 5 stars
-
Fantastic tips and practices
- By SS MacIntyre on 03-10-15
-
Overdeliver
- Build a Business for a Lifetime Playing the Long Game in Direct Response Marketing
- By: Brian Kurtz
- Narrated by: Brian Kurtz
- Length: 8 hrs and 43 mins
- Unabridged
-
Overall4.5 out of 5 stars 176
-
Performance4.5 out of 5 stars 154
-
Story5 out of 5 stars 152
Whether you’re new to marketing or a seasoned pro, this book gives you a crystal-clear road map to grow your business, make more money, maximize your impact in your market, and love what you’re doing while you’re doing it. Author Brian Kurtz takes you inside the craft to help you use all the tools at your disposal - from the intricate relationship between lists, offers, and copy, to continuity and creating lifetime value, to the critical importance of multichannel marketing and more - so you can succeed wildly, exceed all your expectations, and overdeliver every time.
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5 out of 5 stars
-
1 of the best books on marketing - highly recommended
- By Patrick J. Stiles on 12-13-19
By: Brian Kurtz
-
The Accidental Salesperson
- How to Take Control of Your Sales Career and Earn the Respect and Income You Deserve
- By: Chris Lytle
- Narrated by: Gregory Linington
- Length: 5 hrs and 46 mins
- Unabridged
-
Overall5 out of 5 stars 266
-
Performance4.5 out of 5 stars 219
-
Story4.5 out of 5 stars 217
Not all salespeople plan on a career in sales. Often, sales chooses them and suddenly they find themselves in a profession they aren't fully prepared for. The Accidental Salesperson is the answer, providing the advice and inspiration they need to master the essentials and hit the ground running. Fully updated to reflect the changes in the marketplace, the second edition provides a much-needed roadmap anyone can use to excel in sales.
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5 out of 5 stars
-
First Day Confidence
- By Leela Vox on 01-12-19
By: Chris Lytle
-
Inbound Selling
- How to Change the Way You Sell to Match How People Buy
- By: Brian Signorelli
- Narrated by: Kevin Stillwell
- Length: 7 hrs and 14 mins
- Unabridged
-
Overall4.5 out of 5 stars 46
-
Performance4.5 out of 5 stars 39
-
Story4.5 out of 5 stars 39
Over the past decade, Inbound Marketing has changed the way companies earn buyers’ trust and build their brands - through meaningful, helpful content. But with that change comes unprecedented access to information in a few quick keystrokes. Enter the age of the empowered buyer, one who no longer has to rely on a sales rep to research their challenges or learn more about how a company’s offering might fit their needs. Now, with more than 60 percent of purchasing decisions made in the absence of a sales rep, the role of the rep itself has been called into question.
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1 out of 5 stars
-
Should be titled sales and sales management 101
- By James on 12-11-23
By: Brian Signorelli
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The Art of Non-Conformity
- Set Your Own Rules, Live the Life You Want, and Change the World
- By: Chris Guillebeau
- Narrated by: Dan John Miller
- Length: 5 hrs and 30 mins
- Unabridged
-
Overall4 out of 5 stars 398
-
Performance4.5 out of 5 stars 298
-
Story4 out of 5 stars 295
If you've ever thought, "There must be more to life than this," The Art of Non-Conformity is for you. Based on Chris Guillebeau's popular online manifesto "A Brief Guide to World Domination," The Art of Non-Conformity defies common assumptions about life and work while arming you with the tools to live differently. You'll discover how to live on your own terms by exploring creative self-employment, radical goal-setting, contrarian travel, and embracing life as a constant adventure.
-
1 out of 5 stars
-
Redundant
- By Louis on 03-11-11
By: Chris Guillebeau
-
Be a Direct Selling Superstar
- Achieve Financial Freedom for Yourself and Others as a Direct Sales Leader
- By: Mary Christensen
- Narrated by: Lesley Parkin
- Length: 6 hrs and 43 mins
- Unabridged
-
Overall4.5 out of 5 stars 36
-
Performance4.5 out of 5 stars 31
-
Story4.5 out of 5 stars 31
Direct selling is booming. It's no surprise when you consider the benefits of launching a direct selling business: low startup costs, strong earning potential, and a flexible work schedule. Currently an estimated 15.6 million people are involved in direct selling in the US alone - and more than 100 million worldwide.
-
2 out of 5 stars
-
Too basic for entrepreneurs
- By Alex Gunsberg on 09-22-15
By: Mary Christensen
-
Reality Check
- Outsmarting, Outmanaging, and Outmarketing Your Competition
- By: Guy Kawasaki
- Narrated by: Paul Boehmer
- Length: 14 hrs and 53 mins
- Unabridged
-
Overall3.5 out of 5 stars 128
-
Performance4 out of 5 stars 53
-
Story4 out of 5 stars 55
In Silicon Valley slang, a "bozo explosion" is what causes a lean, mean, fighting machine of a company to slide into mediocrity. As Guy Kawasaki puts it, "If the two most popular words in your company are partner and strategic, and partner has become a verb, and strategic is used to describe decisions and activities that don't make sense"...then it's time for a reality check.
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3 out of 5 stars
-
The Reality of Reality Check
- By Ben on 08-18-09
By: Guy Kawasaki
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Uncomparable
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In Uncomparable, veteran financial services marketing consultant Kristen Luke challenges the traditional concept of striving to be the best financial advisor in the industry. Instead, encourages financial advisors to become "uncomparable" by owning a niche and establishing themselves as an expert in solving one problem for one type of client. In this book, Luke argues that being "better" than the competition is not enough because you can be surpassed by other financial advisors who add just one additional service or implement a slightly superior approach.
By: Kristen Luke
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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.
By: Duncan MacPherson, and others
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Selling the Invisible
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A treasury of hundreds of quick, practical, and easy-to-read strategies. Your eyes will be opened to new ideas in this crucial branch of marketing, including why focus groups, value-price positioning, discount pricing, and being the best usually fail; the critical emotion that most influences your prospects - and how to deal with it, and much more.
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1 out of 5 stars
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Waste of time & money
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Performance4.5 out of 5 stars 57
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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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By: David H. Maister, and others
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Performance4.5 out of 5 stars 57
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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
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The Marketing Guide for Financial Advisors
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Overall0 out of 5 stars 0
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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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A Matter of Time
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Overall5 out of 5 stars 5
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Performance4 out of 5 stars 4
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Story5 out of 5 stars 4
Hourly advice has the potential to be the fastest-growing segment in the delivery of financial advice. With the templates and tools in this book, you can reap the full benefits that it has to offer. Written for established and aspiring hourly financial planners alike, A Matter of Time lays out the challenges that lie in the path of the hourly practitioner, which often result from the tacit acceptance of many myths that surround the model.
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4 out of 5 stars
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Narration
- By David M on 11-12-22
By: Mark Berg, and others
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Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future
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Performance5 out of 5 stars 15
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Story5 out of 5 stars 16
In Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm’s Future, advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm such as understanding investor behavior, blueprinting your life and your business, attracting talent by growing your own, putting process behind your people, building a brand that connects and converts, wealth planning and what it takes to revive advisor value, creating a compelling client experience, and more.
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5 out of 5 stars
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The Financial Advisor's "bible" a must read!!
- By Kyle S. on 02-17-21
By: Ron Carson
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Personal Finance for Dummies, 9th Edition
- By: Eric Tyson MBA
- Narrated by: Steven Jay Cohen
- Length: 20 hrs and 34 mins
- Unabridged
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Overall4.5 out of 5 stars 82
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Performance4 out of 5 stars 63
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Story4.5 out of 5 stars 60
Take stock of your financial situation From budgeting, saving, and reducing debt, to making timely investment choices and planning for the future, Personal Finance for Dummies, 9th Edition provides fiscally conscious listeners with the tools they need to take charge of their financial life. This new edition includes coverage of an extensive new tax bill that took effect in 2018. Plus, it covers emerging investing interests like technology and global investing, cryptocurrencies, pot stocks, the lifestyle changes occurring with millennials, and more.
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1 out of 5 stars
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Cannot get past the narration
- By Cory Warnick on 07-28-19
By: Eric Tyson MBA
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DSM v Audio Crash Course - Complete Review of the Diagnostic and Statistical Manual of Mental Disorders, 5th Edition (DSM-5)
- By: AudioLearn Medical Content Team
- Narrated by: Kevin Charles
- Length: 10 hrs and 51 mins
- Original Recording
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Overall4.5 out of 5 stars 109
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Performance4.5 out of 5 stars 83
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Story4.5 out of 5 stars 81
AudioLearn's DSM V Audio Crash Course - Complete Review of the Diagnostic and Statistical Manual of Mental Disorders, 5th Edition was developed by experienced professors and professionally narrated for easy listening. This course is a valuable tool for anyone interested in the study and practice of diagnosing mental disorders. The audio is focused and high-yield, covering every mental health disorders classified in the updated DSM V manual. The material is accurate, up-to-date, and broken down into bite-sized chapters.
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2 out of 5 stars
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Wrong info
- By Blake on 08-17-20
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Blend Out: From Ordinary to Irresistible
- How Advisors Can Market Like the Greatest Brands in the World
- By: Robert Sofia
- Narrated by: Zack Sage
- Length: 4 hrs and 11 mins
- Unabridged
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Overall5 out of 5 stars 4
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Performance5 out of 5 stars 4
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Story4.5 out of 5 stars 3
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.
By: Robert Sofia
What listeners say about Delivering Massive Value
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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Overall5 out of 5 stars
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- JP
- 08-25-22
Excellent Book & Resource
I am a top 1% financial advisor who does not need to grow my practice but am still in the game of always getting better. As such, I have consumed countless books from our industry. This book and the concepts within standout as one of my very top reads. I put this on the must read list for any advisor regardless of their level of success in the industry. Well done!
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Overall5 out of 5 stars
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Story5 out of 5 stars
- Erik r Gomez
- 06-01-22
A must read
This book is a game changer! If you are an advisor, do yourself the favor and get this book.
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Overall5 out of 5 stars
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Story5 out of 5 stars
- Sean C. Wood
- 07-05-22
Best book for Financial Advisors
I have read many similar books and this one stands alone. Matthew's own story and advice motivated me to make long overdue changes and put my firm on the road to delivering massive value. READ THIS!
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Benjamin
- 10-10-21
Massive Value promised, Massive Value delivered!
Matthew & company continue to raise the bar on financial advisor content.
If you liked the book, check out the podcast: The Perfect RIA.
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- S. Pirtle
- 12-04-22
Wow!
Such a great book. Full of actionable items. Can’t wait to listen again. No gimmicks, no sales pitches, just simple advice that encourages you to do the hard work.
Great for those who are more organizationally minded, but also for those who want to streamline their practice.
Will most certainly be putting a ton of this advice to good use.
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Halvar
- 03-22-23
A masterpiece
Extraordinary content, honesty and delivery. One of the shining lights in our industry. Essential reading for all clients-focused advisors.
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Overall5 out of 5 stars
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Story5 out of 5 stars
- Amazon Customer
- 03-23-22
Excellent book!
Loved it! Mr. Jarvis reading it himself really adds a lot to the material as well. I hope to meet the author someday, he has helped me a great deal. This is a must read for any financial advisor.
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Overall5 out of 5 stars
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Story5 out of 5 stars
- Landen L Lunsway
- 08-01-22
I got the value!
Rock solid, practical insights to deliver more value in your client practice while creating more efficient processes!
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Hamilton Brandenburg
- 03-10-24
Practical steps to succeed as an advisor
I have given this book out or recommended it to other advisors more times than I can count. Matthew does a great job of giving advisors new and old alike a repeatable template to build a financial planning firm centered around adding value and improving the wellbeing of clients while also providing a meaningful and purpose filled career.
To all the FAs who think that they could “just make it if (insert some external force that they have no control over ) changed” I challenge you to put down the excuses, pick up the book, and get to work on implementing changes in your business today.
Side note - forgive me if I have overlooked this in a couple of readings, but it would be nice to see a very dumbed down client onboarding appointment process in future editions!
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Craig Gingerich
- 12-06-21
Delivers Massive Value
Absolutely loved it. I bought the audiobook so that I could re-listen to the book immediately after finishing the print edition. Great stuff Matthew. I was tempted to rate it 1 star so that all the other advisors out there don't get wise to your amazing systems. Thanks for sharing!
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