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The Advisor Playbook
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Overall4.5 out of 5 stars 147
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Overall4.5 out of 5 stars 267
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Performance4.5 out of 5 stars 224
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The Million-Dollar Financial Services Practice
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- By: David J. Mullen Jr.
- Narrated by: Kevin Stillwell
- Length: 12 hrs and 29 mins
- Unabridged
-
Overall4.5 out of 5 stars 97
-
Performance4.5 out of 5 stars 82
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Story4.5 out of 5 stars 81
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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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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5 out of 5 stars
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solid content for non wealth advisor
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Performance5 out of 5 stars 5
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Story5 out of 5 stars 5
The Supernova Multiplier provides expert guidance to the revolutionary wealth management model that has transformed the lives and businesses of financial professionals worldwide. The innovative Supernova method enables financial advisors to rapidly grow their business, efficiently manage time, and maximize client satisfaction. The Five Stars of the Supernova model - Segmentation, Organization, Planning, Acquisition, and Leadership - provide financial advisors with the tools and knowledge to propel their practices to new heights of performance.
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Fantastic!!
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In The Millionaire Next Door, best selling author Thomas Stanley identified the millionaires around you. In The Millionaire Mind, he told you how they think. Now, he tells you how to get their business.
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5 out of 5 stars
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Well Read, With Practical and Insightful Guidance
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The Death of the Salesman and the Rise of the Trusted Financial Advisor
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Overall4.5 out of 5 stars 5
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Performance5 out of 5 stars 3
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Serial entrepreneur Andre Roos provides in-depth details on how to build meaningful, win-win interactions in this salesmanship guide. Roos also explains why using a scripted approach can create sales suicide - and what you need to do instead, where and when to leave your digital footprints (and when to cover them up or erase them completely), and how to get clients to respect you even when telling them what they don’t want to hear.
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are you a trusted advisor?
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Becoming a Rainmaker: Creating a Downpour of Serious Money
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Overall4.5 out of 5 stars 28
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Performance4.5 out of 5 stars 26
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Becoming a Rainmaker shows how to develop the mind-set of a Rainmaker, execute the high-impact activities of a Rainmaker, and master the affluent sales skills of a Rainmaker. If you have not become a Rainmaker and want to, this book is an invitation directed personally to you. If you are already a Rainmaker, congratulations. This book is a chance for you to fine-tune your Rainmaking skills. Be prepared, and you, too, will bring in 10 or more new affluent relationships over the next 12 months.
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4 out of 5 stars
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good for everyone!
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Overall4.5 out of 5 stars 4,082
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Performance5 out of 5 stars 3,607
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Story4.5 out of 5 stars 3,563
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. The brutal fact is that the number one reason for failure in sales is an empty pipe, and the root cause of an empty pipeline is the failure to consistently prospect.
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5 out of 5 stars
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Fanatically impressed!
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Supernova Advisor Teams
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- Unabridged
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Overall4.5 out of 5 stars 3
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Performance4.5 out of 5 stars 3
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Story4.5 out of 5 stars 3
Teams are the principle building blocks of the strategy of successful organizations. The focus of your organization may be on service, quality, cost, value, speed, efficiency, performance, or any other similar goals, but teams remain the central methodology of most organizations across sectors. Vertical teams and horizontal teams can transcend organizational silos and boundaries if properly focused and supported. Building collaborative teams can improve the client experience.
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Getting "Yes" Decisions
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Overall4.5 out of 5 stars 31
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Performance4.5 out of 5 stars 25
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Story4.5 out of 5 stars 25
In the new world of instant decisions, we need to master the words and phrases to successfully move our potential clients to lifelong clients. Easy...when we can read their minds and service their needs immediately. Can we master these new words, phrases, and five questions quickly? Of course we can, and this audiobook shows us how.
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5 out of 5 stars
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Excellent Book!
- By Joseph Lam on 06-19-19
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Objections
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- By: Jeb Blount, Mark Hunter - foreword by
- Narrated by: Jeb Blount
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- Unabridged
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Overall5 out of 5 stars 138
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Performance5 out of 5 stars 126
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Story4.5 out of 5 stars 126
Every salesperson must endure many NOs in order to get to YES. Objections don't care or consider: who you are, what you sell, how you sell, or if you are new to sales or a veteran. For as long as salespeople have been asking buyers to make commitments, buyers have been throwing out objections. And, for as long as buyers have been saying no, salespeople have yearned for the secrets to getting past those NOs. Objections is a comprehensive and contemporary guide that engages your heart and mind.
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5 out of 5 stars
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very valuable information!
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What Your Financial Advisor Isn’t Telling You
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Overall4.5 out of 5 stars 22
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Performance4.5 out of 5 stars 17
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Story4 out of 5 stars 16
In today's unsettled financial markets, where most pension plans died out with the 20th century and where no one's certain of the future of Social Security, hardworking people turn to financial advisors to guide them to a worry-free financial lifestyle. But do you really know how to find a legitimate financial advisor? Do you understand the jargon advisors use to explain your investments? And, most important, do you know the answers to the most critical questions that will affect your financial future: How much are advisors' fees, and just how safe are the investment choices they make on your behalf?
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The One-Page Financial Plan
- A Simple Way to Be Smart About Your Money
- By: Carl Richards
- Narrated by: Carl Richards
- Length: 4 hrs and 3 mins
- Unabridged
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Overall4.5 out of 5 stars 150
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Performance4.5 out of 5 stars 130
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Story4.5 out of 5 stars 128
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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5 out of 5 stars
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One of My New Favorite Money Books!
- By Melissa Blevins on 12-15-16
Publisher's Summary
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.
What members say
Average Customer Ratings
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- 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.
3 of 3 people found this review helpful
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Overall5 out of 5 stars
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Performance1 out of 5 stars
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Story5 out of 5 stars
- 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!
2 of 2 people found this review helpful
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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
- Kindle Customer
- 10-07-18
Simply brilliant, simple & effective concepts
Focuses on the idea of building a relationship vs making a sale. Value what's important to a client and they will value you. A book I will be going over many more times