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
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Performance4.5 out of 5 stars 90
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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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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
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very easy to listen to and understand!
- By Marty Komertz on 04-12-18
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The Indispensable LinkedIn Sales Guide for Financial Advisors
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Performance4.5 out of 5 stars 30
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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
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great book
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The Advisor Playbook
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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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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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Performance4.5 out of 5 stars 131
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5 out of 5 stars
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Great business ideas for an FA
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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 106
-
Performance4.5 out of 5 stars 90
-
Story4.5 out of 5 stars 89
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 B. Raney II 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
-
Overall4.5 out of 5 stars 46
-
Performance4.5 out of 5 stars 39
-
Story4.5 out of 5 stars 39
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
By: Shawn Sparks
-
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 33
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Performance4.5 out of 5 stars 30
-
Story4.5 out of 5 stars 30
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
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great book
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By: Kevin Nichols, and others
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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
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Overall4.5 out of 5 stars 68
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Performance4 out of 5 stars 51
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Story4.5 out of 5 stars 50
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.
-
5 out of 5 stars
-
Great Book
- By JF on 08-06-18
By: Duncan MacPherson, and others
-
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 181
-
Performance4.5 out of 5 stars 150
-
Story4 out of 5 stars 150
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
By: Matt Oechsli
-
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 161
-
Performance4.5 out of 5 stars 131
-
Story4.5 out of 5 stars 132
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
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Great business ideas for an FA
- By Kyle on 03-01-15
By: Rob Knapp
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CFP Audio Crash Course
- Complete Review for the Certified Financial Planner Exam - Top Test Questions!
- By: AudioLearn Content Team
- Narrated by: Adam Riley
- Length: 5 hrs and 30 mins
- Unabridged
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Overall5 out of 5 stars 3
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Performance5 out of 5 stars 3
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Story5 out of 5 stars 3
Developed by experienced professors and professionally narrated for easy listening, this course is a valuable tool when preparing for your Certified Financial Planner Exam. The audio is focused and high-yield, covering the most important topics you need to know to succeed on the Certified Financial Planner Test. The material is accurate, up-to-date, and broken down into bite-sized sections. There are key takeaways following each section to drive home key points and quizzes to review commonly tested questions.
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Getting "Yes" Decisions
- What Insurance Agents and Financial Advisors Can Say to Clients
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- Unabridged
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Overall4.5 out of 5 stars 68
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Performance4.5 out of 5 stars 52
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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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Definitely usable material.
- By Oran Dixson on 11-06-19
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Overall4.5 out of 5 stars 56
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Performance4 out of 5 stars 48
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Story4 out of 5 stars 46
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
- By Patrick Ferry on 08-21-19
By: Matt Oechsli, and others
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The Supernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices
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- Narrated by: Scott Hoke
- Length: 6 hrs and 9 mins
- Unabridged
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Overall5 out of 5 stars 9
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Performance5 out of 5 stars 9
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Story5 out of 5 stars 9
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.
By: Robert D. Knapp
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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 391
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Performance4.5 out of 5 stars 205
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Story4.5 out of 5 stars 204
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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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 188
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Performance5 out of 5 stars 167
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Story5 out of 5 stars 168
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
By: Tom Hopkins
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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
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- Length: 8 hrs and 21 mins
- Unabridged
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Overall4.5 out of 5 stars 4,910
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Performance4.5 out of 5 stars 4,294
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Story4.5 out of 5 stars 4,244
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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By: Jeb Blount
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The Power of Zero, Revised and Updated
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Overall4.5 out of 5 stars 478
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Performance4.5 out of 5 stars 394
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Story4.5 out of 5 stars 391
There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. David McKnight provides a concise, step-by-step roadmap on how to get to the zero percent tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. In this expanded edition, McKnight has updated the book with a new chapter on the "2017 Tax Cuts and Jobs Act", telling listeners how to navigate the new tax law in its first year of being in effect, and how they can extend the life of their retirement savings by taking advantage of it now.
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1 out of 5 stars
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Not a retirement finance book. salespitch for LIRP
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Think Differently
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Overall4.5 out of 5 stars 13
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Performance4.5 out of 5 stars 12
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Story4.5 out of 5 stars 12
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!
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Overall4.5 out of 5 stars 31
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Performance4.5 out of 5 stars 29
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Story4.5 out of 5 stars 27
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
By: Matt Oechsli
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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
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- Unabridged
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Overall4.5 out of 5 stars 23
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Performance4 out of 5 stars 20
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Story4.5 out of 5 stars 19
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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The Intelligent Investor Rev Ed.
- By: Benjamin Graham
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- Unabridged
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Overall4.5 out of 5 stars 4,853
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Performance4.5 out of 5 stars 4,177
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Story4.5 out of 5 stars 4,136
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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2 out of 5 stars
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This book does not belong on audio
- By Craig on 09-12-17
By: Benjamin Graham
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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What listeners say about The Million-Dollar Financial Advisor
Reviews - Please select the tabs below to change the source of reviews.
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story4 out of 5 stars
- 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.
4 people found this 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.
3 people found this 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
2 people found this 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 people found this 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
- 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.
1 person found this 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 person found this 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 person found this 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 people found this 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 people found this 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
- Anonymous User
- 09-17-20
Practical
It’s a must “read” book that which is very practical. It focuses on the framework of a financial advisor’s daily duties. The difference between good and great are on the details. This book is talking about the details.
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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.