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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- Narrated by: Allan Robertson
- Length: 8 hrs and 24 mins
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The Million-Dollar Financial Advisor
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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
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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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.
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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.
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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
- 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
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2 people found this helpful
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Overall5 out of 5 stars
-
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.
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2 people found this helpful
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Overall5 out of 5 stars
-
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.
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2 people found this helpful
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Overall3 out of 5 stars
-
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.
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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
- Rudolph Campos
- 02-06-22
A Secrets Book
I'm thoroughly enjoying this excellent but poorly named book/audio. These guidelines will put ANY service oriented business (this means you) person into a 10x situation.
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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
- 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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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.
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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..
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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
- 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.
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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
- Kindle Customer
- 10-07-21
Million Dollar It Is
Thank you so much for this. It is practical and I am happy. Will be a million dollar advisor soon.
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- 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
-
Overall4.5 out of 5 stars 106
-
Performance4 out of 5 stars 84
-
Story4.5 out of 5 stars 82
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
-
Great Book
- By JF on 08-06-18
By: Duncan MacPherson, and others
-
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 63
-
Performance4.5 out of 5 stars 54
-
Story4.5 out of 5 stars 54
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
-
Financial advisor's detailed roadmap for success
- By ToddM on 12-16-17
By: Shawn Sparks
-
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
-
Overall4.5 out of 5 stars 107
-
Performance4.5 out of 5 stars 81
-
Story4.5 out of 5 stars 79
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
-
Wrong info
- By Blake on 08-17-20
-
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 149
-
Performance4.5 out of 5 stars 123
-
Story4.5 out of 5 stars 121
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
-
Good Producer Book
- By ABR2 on 06-04-16
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Delivering Massive Value
- The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
- By: Matthew Jarvis
- Narrated by: Matthew Jarvis
- Length: 8 hrs and 56 mins
- Unabridged
-
Overall5 out of 5 stars 108
-
Performance5 out of 5 stars 88
-
Story5 out of 5 stars 87
It took Matthew nearly 14-years of soul crushing work to get his RIA practice to a Highly-Profitable, Hyper-Efficient, level, as described by Michael Kitces in 2017. Just 4 years later he's doubled his success. In this audio book you will learn the exact strategies, techniques, tools and scripts Matthew used to build (and then double) his own practice, as well as having coached hundreds of other advisor around the world to do the same.
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5 out of 5 stars
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A must read/listen
- By Anonymous User on 01-28-23
By: Matthew Jarvis
-
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 194
-
Performance4.5 out of 5 stars 157
-
Story4.5 out of 5 stars 158
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
-
Great business ideas for an FA
- By Kyle on 03-01-15
By: Rob Knapp
-
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
-
Overall4.5 out of 5 stars 106
-
Performance4 out of 5 stars 84
-
Story4.5 out of 5 stars 82
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 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 63
-
Performance4.5 out of 5 stars 54
-
Story4.5 out of 5 stars 54
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
-
Financial advisor's detailed roadmap for success
- By ToddM on 12-16-17
By: Shawn Sparks
-
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
-
Overall4.5 out of 5 stars 107
-
Performance4.5 out of 5 stars 81
-
Story4.5 out of 5 stars 79
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.
-
2 out of 5 stars
-
Wrong info
- By Blake on 08-17-20
-
The Supernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices
- By: Robert D. Knapp
- Narrated by: Scott Hoke
- Length: 6 hrs and 9 mins
- Unabridged
-
Overall5 out of 5 stars 20
-
Performance5 out of 5 stars 20
-
Story5 out of 5 stars 20
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
-
Advice That Sticks
- How to Give Financial Advice That People Will Follow
- By: Moira Somers
- Narrated by: Kim Niemi
- Length: 4 hrs and 54 mins
- Unabridged
-
Overall4.5 out of 5 stars 22
-
Performance4.5 out of 5 stars 20
-
Story4.5 out of 5 stars 20
The advice is sound; the client seems eager; and then...nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients' well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice That Sticks takes aim at the problem of financial non-adherence. Authored by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice.
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1 out of 5 stars
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Free for a reason
- By Zach on 10-29-23
By: Moira Somers
-
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
-
Overall4 out of 5 stars 454
-
Performance4.5 out of 5 stars 258
-
Story4.5 out of 5 stars 257
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.