Financial Services

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.

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.

Years ago, developing and sustaining a book of business was not as big a problem for accountants, attorneys, financial planners, and other professionals as it is today. Clients were more loyal to the firms they worked with, and unlikely to shop your services, compare rates, or jump ship. Times have changed! And if you don't change along with them...well, you're not going to enjoy yourself or have as much control over your career as you deserve. Believe it or not, you can enjoy the process of expanding your client base.

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.

The Art of Selling to the Affluent, 2nd Edition offers a detailed landscape of today's affluent. Put yourself ahead of the competition by knowing how the recession has affected purchasing behavior and where the opportunities are moving forward.

Prepare yourself thoroughly for success on the Certified Financial Planner (CFP) exam with our comprehensive study guide. The author has meticulously crafted the study guide to assist you in mastering the essential concepts and strategies vital for excelling in the dynamic field of financial planning. Whether you're a seasoned professional seeking to enhance your knowledge or someone preparing to embark on a career in financial services, our guide serves as your indispensable companion for conquering the rigorous CFP exam. Dive deep into every facet of the CFP exam, delving into crucial ...

You're in sales. Whether you call it persuasion or sharing, it all boils down to the same thing: Your aim is to get other people to accept you, your product, or your idea. Within this audiobook are hundreds of ideas and essential sales phrases for doing just that. Tom Hopkins is unique in that he won't teach you any strategy that he hasn't proven to work successfully in real-life selling situations.

ChatGPT is going to forever change how we use the internet. We currently live in a world where businesses are paying hundreds of dollars to people for writing engaging articles and blogs, and thousands of dollars per month for social media marketing and SEO.

The world's foremost producer of personal development and motivational audio programs offers an expanded version of Brian Tracy's sales classic.

Unlock the Secret to a 6-Figure Income as a Money Broker Imagine having the power to change people's lives by helping them secure low-interest rate loans to achieve their dreams. With "How to Become a Profitable Money Broker," you can turn this vision into a reality and earn a lucrative income of $100,000 or more per year. The Ultimate Guide to Success in the Money Broker Industry This comprehensive guide takes you by the hand and walks you through the secrets of the money broker industry. You'll discover the immense potential and demand for low-interest rate loans, and learn how to ...

Sound interesting? The author thinks so too! Listen to Financial Literacy and learn about the money-making habits that lead to success and abundance.

With record-breaking highs one minute and economy-rocking lows the next, it can seem as if there's no way to feel truly comfortable in the mysterious world of finance. But there is, and it's more accessible than you might think. Financial Literacy: Finding Your Way in the Financial Markets is an essential primer on this domain, from its functions, strengths, and possibilities to its weaknesses and vulnerabilities

Family Office for Beginners: The Essential Guide to Protect Assets, Reduce Taxes, and Build Generational Wealth Take control of your financial future with the strategies used by the world’s wealthiest families. This beginner-friendly guide simplifies the powerful tools of a family office so you can protect what you’ve built, reduce your taxes, and create lasting wealth for generations. Inside you’ll learn how to: Protect assets from lawsuits, creditors, and risks Legally minimize taxes with proven structures Build and preserve generational wealth Use trusts, wills, and estate planning...

What's the secret to sales success? If you're like most business leaders, you'd say it's fundamentally about relationships-and you'd be wrong. The best salespeople don't just build relationships with customers. They challenge them. The need to understand what top-performing reps are doing that...

What are the strategic risks and opportunities, that the Metaverse and the rise of Digital Assets, present to their organisations? With the emergence of the Metaverse and thanks to three decades of technological progress, Digital Humans and Digital Twins are quickly on the rise! But just what are these digital assets? Early signals suggests that a physical asset centric industry like Financial Services will be heavily disrupted by Digital Twins at scale in the Metaverse. It will create new forms of customer needs; new growth corridors and new competitors will rise as the value will shift ...

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.

They created the system to control chaos. Now chaos is coming for them. Emily Jensen has exposed Dominion’s secrets—but the price was high. Betrayed, hunted, and running out of time, she and Jack Carter must strike the heart of the conspiracy before it silences them for good. As the world teeters on the edge of digital collapse, old enemies return and new alliances form in the shadows. Dominion isn’t just code anymore—it’s become a movement, one that twists truth, weaponizes fear, and kills in silence. To dismantle it, Emily will have to risk more than her life. She’ll have to ...

The financial services industry is being transformed by heightened regulation, technological disruption, and changing demographics. These structural forces have lowered barriers to entry, increasing competition from within and outside the industry, in the form of entrepreneurial fintech start-ups to large, non-financial technology-based companies.

Are you tired of feeling trapped by job insecurity, watching your future crumble with every layoff announcement? Do you dream of owning a stable, essential business that truly serves your community? "Your Own Fire Extinguisher Servicing Business" offers a lifeline, a tangible path to independence, even if you're starting from scratch and facing deep financial fears. This isn't just a book, it's your personal mentor, guiding you through the exact journey Alex Miller took from corporate layoff to successful entrepreneur. Imagine the satisfaction of building something real, a physical business...

What are the MOST POPULAR Candlestick Charts Used by Millionaires? Unlock the secrets of Candlestick Charts and discover how millionaires use them to achieve success in the financial markets! In this book, we'll dive into the world of technical analysis and explore the strategies and techniques used by wealthy traders to maximize their profits. From identifying patterns and trends to making informed investment decisions, we'll cover it all. Whether you're a seasoned trader or just starting out, this book will give you the insights and knowledge you need to take your trading to the next ...