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The Million-Dollar Financial Advisor
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The Million-Dollar Financial Services Practice
- A Proven System for Becoming a Top Producer
- By: David J. Mullen Jr.
- Narrated by: Kevin Stillwell
- Length: 12 hrs and 29 mins
- Unabridged
-
Overall4.5 out of 5 stars 91
-
Performance4.5 out of 5 stars 76
-
Story4.5 out of 5 stars 75
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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4 out of 5 stars
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Good Producer Book
- By Alton on 06-04-16
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The Advisor Breakthrough
- Your Step-By-Step Guide to Building a Million-Dollar Practice
- By: Shawn Sparks
- Narrated by: Sean Pratt
- Length: 7 hrs and 20 mins
- Unabridged
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Overall5 out of 5 stars 28
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Performance4.5 out of 5 stars 22
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Story4.5 out of 5 stars 22
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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5 out of 5 stars
-
very easy to listen to and understand!
- By Marty Komertz on 04-12-18
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The Art of Selling to the Affluent
- How to Attract, Service, and Retain Wealthy Customers and Clients for Life, 2nd Edition
- By: Matt Oechsli
- Narrated by: Joe Bronzi
- Length: 6 hrs and 19 mins
- Unabridged
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Overall4 out of 5 stars 151
-
Performance4.5 out of 5 stars 124
-
Story4 out of 5 stars 124
Much has changed since the original The Art of Selling to the Affluent was published. The financial crisis has affected the affluent as well as the less affluent. This book brings you up to date with today's affluent and helps every salesperson understand what adjustments need to be made in order to successfully attract, service, and retain lifelong affluent customers and clients. Completely updated and revised, it is based on The Oechli Institute's latest 2013 comprehensive research.
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3 out of 5 stars
-
Half Way Through
- By Kim P. Rojas on 06-07-15
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The Indispensable LinkedIn Sales Guide for Financial Advisors
- By: Kevin Nichols, Matt Oechsli
- Narrated by: Mike Norgaard
- Length: 4 hrs and 29 mins
- Unabridged
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Overall4.5 out of 5 stars 24
-
Performance4.5 out of 5 stars 22
-
Story4.5 out of 5 stars 22
The Indispensable LinkedIn Sales Guide for Financial Advisors is a step-by-step guide that can transform a LinkedIn novice into a LinkedIn master, while at the same time help a LinkedIn master take their social selling skills to the next level. By combining research from three separate studies on affluent investors, elite financial advisors, and social media in the financial services industry (labeled as the Trifecta of Research), the authors create a financial advisor roadmap on how to use LinkedIn to help acquire more affluent clients.
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5 out of 5 stars
-
great book
- By Curtis May on 05-25-16
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The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
- By: Rob Knapp
- Narrated by: Scott Hoke
- Length: 3 hrs and 43 mins
- Unabridged
-
Overall4.5 out of 5 stars 142
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Performance4.5 out of 5 stars 115
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Story4.5 out of 5 stars 116
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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5 out of 5 stars
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Great business ideas for an FA
- By Kyle Barker on 03-01-15
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Getting "Yes" Decisions
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- By: Bernie De Souza, Tom "Big Al" Schreiter
- Narrated by: Simon P. Phillips
- Length: 2 hrs and 43 mins
- Unabridged
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Overall4.5 out of 5 stars 27
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Performance4.5 out of 5 stars 22
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Story4.5 out of 5 stars 22
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
-
Excellent Book!
- By Joseph Lam on 06-19-19
-
The Million-Dollar Financial Services Practice
- A Proven System for Becoming a Top Producer
- By: David J. Mullen Jr.
- Narrated by: Kevin Stillwell
- Length: 12 hrs and 29 mins
- Unabridged
-
Overall4.5 out of 5 stars 91
-
Performance4.5 out of 5 stars 76
-
Story4.5 out of 5 stars 75
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.
-
4 out of 5 stars
-
Good Producer Book
- By Alton on 06-04-16
-
The Advisor Breakthrough
- Your Step-By-Step Guide to Building a Million-Dollar Practice
- By: Shawn Sparks
- Narrated by: Sean Pratt
- Length: 7 hrs and 20 mins
- Unabridged
-
Overall5 out of 5 stars 28
-
Performance4.5 out of 5 stars 22
-
Story4.5 out of 5 stars 22
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.
-
5 out of 5 stars
-
very easy to listen to and understand!
- By Marty Komertz on 04-12-18
-
The Art of Selling to the Affluent
- How to Attract, Service, and Retain Wealthy Customers and Clients for Life, 2nd Edition
- By: Matt Oechsli
- Narrated by: Joe Bronzi
- Length: 6 hrs and 19 mins
- Unabridged
-
Overall4 out of 5 stars 151
-
Performance4.5 out of 5 stars 124
-
Story4 out of 5 stars 124
Much has changed since the original The Art of Selling to the Affluent was published. The financial crisis has affected the affluent as well as the less affluent. This book brings you up to date with today's affluent and helps every salesperson understand what adjustments need to be made in order to successfully attract, service, and retain lifelong affluent customers and clients. Completely updated and revised, it is based on The Oechli Institute's latest 2013 comprehensive research.
-
3 out of 5 stars
-
Half Way Through
- By Kim P. Rojas on 06-07-15
-
The Indispensable LinkedIn Sales Guide for Financial Advisors
- By: Kevin Nichols, Matt Oechsli
- Narrated by: Mike Norgaard
- Length: 4 hrs and 29 mins
- Unabridged
-
Overall4.5 out of 5 stars 24
-
Performance4.5 out of 5 stars 22
-
Story4.5 out of 5 stars 22
The Indispensable LinkedIn Sales Guide for Financial Advisors is a step-by-step guide that can transform a LinkedIn novice into a LinkedIn master, while at the same time help a LinkedIn master take their social selling skills to the next level. By combining research from three separate studies on affluent investors, elite financial advisors, and social media in the financial services industry (labeled as the Trifecta of Research), the authors create a financial advisor roadmap on how to use LinkedIn to help acquire more affluent clients.
-
5 out of 5 stars
-
great book
- By Curtis May on 05-25-16
-
The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
- By: Rob Knapp
- Narrated by: Scott Hoke
- Length: 3 hrs and 43 mins
- Unabridged
-
Overall4.5 out of 5 stars 142
-
Performance4.5 out of 5 stars 115
-
Story4.5 out of 5 stars 116
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.
-
5 out of 5 stars
-
Great business ideas for an FA
- By Kyle Barker on 03-01-15
-
Getting "Yes" Decisions
- What Insurance Agents and Financial Advisors Can Say to Clients
- By: Bernie De Souza, Tom "Big Al" Schreiter
- Narrated by: Simon P. Phillips
- Length: 2 hrs and 43 mins
- Unabridged
-
Overall4.5 out of 5 stars 27
-
Performance4.5 out of 5 stars 22
-
Story4.5 out of 5 stars 22
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.
-
5 out of 5 stars
-
Excellent Book!
- By Joseph Lam on 06-19-19
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Best Practices of Elite Advisors
- By: Matt Oechsli, Stephen Boswell
- Narrated by: David Moran
- Length: 4 hrs
- Unabridged
-
Overall4.5 out of 5 stars 51
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Performance4 out of 5 stars 44
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Story4 out of 5 stars 42
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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Great simple guide
- By Richard Popp on 03-29-17
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The Advisor Playbook
- Regain Liberation and Order in Your Personal and Professional Life
- By: Duncan MacPherson, Chris Jeppesen
- Narrated by: Duncan MacPherson, Chris Jeppesen
- Length: 9 hrs and 32 mins
- Unabridged
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Overall4.5 out of 5 stars 46
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Performance4 out of 5 stars 36
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Story4.5 out of 5 stars 36
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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5 out of 5 stars
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Great Book
- By JF on 08-06-18
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Fanatical Prospecting
- The Ultimate Guide for Starting Sales Conversations and Filling the Pipeline by Leveraging Social Selling, Telephone, E-Mail, and Cold Calling
- By: Jeb Blount
- Narrated by: Jeb Blount, Jeremy Arthur
- Length: 8 hrs and 21 mins
- Unabridged
-
Overall4.5 out of 5 stars 3,853
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Performance5 out of 5 stars 3,402
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Story4.5 out of 5 stars 3,358
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!
- By Michael on 08-17-16
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Networking with Millionaires...and Their Advisors
- By: Thomas J. Stanley Ph.D.
- Narrated by: Thomas J. Stanley Ph.D.
- Length: 4 hrs and 34 mins
- Unabridged
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Overall4 out of 5 stars 361
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Performance4.5 out of 5 stars 179
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Story4.5 out of 5 stars 178
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
- By Keyvan on 01-18-04
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Think Differently
- Elevate and Grow Your Financial Services Practice
- By: George Wells
- Narrated by: George Wells
- Length: 3 hrs and 58 mins
- Unabridged
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Overall5 out of 5 stars 8
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Performance5 out of 5 stars 8
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Story5 out of 5 stars 8
In Think Differently, Wells covers insights for the ambitious financial professional. Can you envision improving your introduction-to-close ratio by 50 percent? Or increasing your case size by 50 percent? Every giant step forward starts with awareness and vision - and thinking differently. As you merely think about the insights, you will see a change in your perspective and a change in your effectiveness.
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5 out of 5 stars
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Wells holds nothing back!
- By Christine on 04-06-18
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Series 6 Exam AudioLearn
- Complete Audio Review for the Series 6 Securities License Exam
- By: AudioLearn Content Team
- Narrated by: Adam Riley
- Length: 5 hrs and 29 mins
- Unabridged
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Overall4.5 out of 5 stars 14
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Performance4.5 out of 5 stars 13
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Story4.5 out of 5 stars 12
Developed by experienced professors and professionally narrated for easy listening, this course is a valuable tool when preparing for your Series 6 exam. The audio is focused and high-yield, covering the most important topics you need to know to succeed on the test. The material is accurate, up-to-date, and broken down into bite-sized chapters. There are quizzes and key takeaways sections following each chapter to review questions commonly tested and drive home key points.
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3 out of 5 stars
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Good starter Book
- By Eli on 08-28-18
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How to Master the Art of Selling Financial Services
- By: Tom Hopkins
- Narrated by: Tom Hopkins
- Length: 3 hrs and 48 mins
- Unabridged
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Overall5 out of 5 stars 123
-
Performance5 out of 5 stars 105
-
Story5 out of 5 stars 107
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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3 out of 5 stars
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better stuff for free on YouTube from
- By milos Vranic on 08-10-17
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The Death of the Salesman and the Rise of the Trusted Financial Advisor
- By: Andre Roos
- Narrated by: ST Mastering
- Length: 3 hrs and 14 mins
- Unabridged
-
Overall4.5 out of 5 stars 3
-
Performance5 out of 5 stars 1
-
Story5 out of 5 stars 1
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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Objections
- The Ultimate Guide for Mastering the Art and Science of Getting past No
- By: Jeb Blount, Mark Hunter - foreword by
- Narrated by: Jeb Blount
- Length: 5 hrs and 53 mins
- Unabridged
-
Overall5 out of 5 stars 40
-
Performance5 out of 5 stars 35
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Story5 out of 5 stars 35
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!
- By Marc J Gaudette on 06-04-19
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The Intelligent Investor Rev Ed.
- By: Benjamin Graham
- Narrated by: Luke Daniels
- Length: 17 hrs and 48 mins
- Unabridged
-
Overall4.5 out of 5 stars 3,534
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Performance4.5 out of 5 stars 3,082
-
Story4.5 out of 5 stars 3,055
The greatest investment advisor of the 20th century, Benjamin Graham taught and inspired people worldwide. Graham's philosophy of "value investing" - which shields investors from substantial error and teaches them to develop long-term strategies - has made The Intelligent Investor the stock market Bible ever since its original publication in 1949.
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5 out of 5 stars
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Time tested principles of investing
- By Allisonwallarb on 06-29-17
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Becoming a Rainmaker: Creating a Downpour of Serious Money
- By: Matt Oechsli
- Narrated by: Soundlab Studio
- Length: 4 hrs and 32 mins
- Unabridged
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Overall4.5 out of 5 stars 27
-
Performance4.5 out of 5 stars 25
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Story4.5 out of 5 stars 23
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!
- By Amazon Customer on 09-06-18
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Way of the Wolf
- Straight Line Selling: Master the Art of Persuasion, Influence, and Success
- By: Jordan Belfort
- Narrated by: Jordan Belfort
- Length: 7 hrs and 28 mins
- Unabridged
-
Overall4.5 out of 5 stars 4,634
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Performance4.5 out of 5 stars 4,136
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Story4.5 out of 5 stars 4,101
For the first time ever, Jordan Belfort opens his playbook and gives listeners access to his exclusive step-by-step system - the same system he used to create massive wealth for himself, his clients, and his sales teams. Until now, this revolutionary program was only available through Jordan's $1,997 online training. Now, in Way of the Wolf, Belfort is ready to unleash the power of persuasion to a whole new generation of listeners, revealing how anyone can bounce back from devastating setbacks, master the art of persuasion, and build wealth.
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5 out of 5 stars
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Straight to the point and no bullshit
- By Gretar T. on 10-08-17
Publisher's Summary
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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Overall
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4.5 out of 5 stars
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4.5 out of 5 stars
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4.5 out of 5 stars
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5 Stars141
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- SS MacIntyre
- Annandale, VA United States
- 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.
4 of 4 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
- J. Rob
- 08-25-15
Great For New Advisors
Amazing book. Having it as audio is perfect for me to listen to on work lunch breaks and commuting to and from work.
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
- Hal Coghill
- 03-22-19
Great Practical Advice
I thought this was excellent practical tips and advice. Even though I am relatively new to the business, I found it valuable and engaging.
1 of 1 people found this review helpful
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Overall5 out of 5 stars
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Performance4 out of 5 stars
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Story5 out of 5 stars
- Nader N
- 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
1 of 1 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
- 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.
1 of 1 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
- Priya
- 03-18-17
Excellent book
I like book, it's not helpful to financial advisers but also other professionals for self improvement..
1 of 1 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
- Christopher
- 04-05-15
Great resource
Lots of great anecdotal lessons. Could use more facts and figures but valuable none-the-less. I plan on revisiting regularly.
2 of 3 people found this review helpful
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Overall3 out of 5 stars
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Performance3 out of 5 stars
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Story3 out of 5 stars
- Josiah
- 03-30-15
Great information for a perfect world.
Unfortunately some of us don't live there. Not great info for fresh starters who have to pass off affluent clients to senior advisors.
2 of 3 people found this review helpful
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Overall3 out of 5 stars
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Performance2 out of 5 stars
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Story3 out of 5 stars
- L. Oliveira
- Brazil
- 04-10-19
Not suitable for audiobook format
Was left under the impression that this wikis né much more useful as a printed book that I could highlight, scribble, earmark and such. Too action oriented for audio, I guess
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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
- David
- 04-04-19
Informative On Steps to Getting Increased Revenue
This book was insightful and informative. Discusses the steps and areas to focus on. I will use it to help increase my own business on my way to generating one million plus in revenue.
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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
- Matthew Lynch
- 04-06-19
Exceptional.
This book is as current today as it was when it was published in 2009. it is the conclusive blueprint for success in this business in my opinion and reflects many of the strategies I know the most successful firms and advisers use. Whilst there are subtle cultural differences between the USA and the UK, all of the content is just as useful and would be just as effective for the UK market.