The Million-Dollar Financial Advisor
Powerful Lessons and Proven Strategies from Top Producers
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The Million-Dollar Financial Advisor
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Narrado por:
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Allan Robertson
Acerca de esta escucha
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.
©2010 David J. Mullen, Jr. (P)2014 Audible, Inc.Los oyentes también disfrutaron...
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Historia4.5 out of 5 stars 86
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
- De JF en 08-06-18
De: Duncan MacPherson, y otros
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The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
- De: Rob Knapp
- Narrado por: Scott Hoke
- Duración: 3 h y 43 m
- Versión completa
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General4.5 out of 5 stars 205
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Narración:4.5 out of 5 stars 167
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Historia4.5 out of 5 stars 168
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
- De Kyle en 03-01-15
De: Rob Knapp
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Conversations That Sell for Financial Advisors
- Communicate. Collaborate. Convert.
- De: Nancy Bleeke Noël
- Narrado por: Nancy Bleeke Noël
- Duración: 7 h y 7 m
- Versión completa
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General4 out of 5 stars 1
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Narración:3 out of 5 stars 1
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Historia5 out of 5 stars 1
In the world of financial service sales, the most important component in your success is you. Not the process, not the service or product, not the numbers - YOU! People need your services! And often what stands in the way of making the decision is you, the advisor, who is not equipped to lead the conversation that provides what the prospective client needs to make a decision to get your help.
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How to Master the Art of Selling Financial Services
- De: Tom Hopkins
- Narrado por: Tom Hopkins
- Duración: 3 h y 48 m
- Versión completa
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General5 out of 5 stars 325
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Narración:5 out of 5 stars 281
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Historia5 out of 5 stars 279
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
- De milos Vranic en 08-10-17
De: Tom Hopkins
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The Marketing Guide for Financial Advisors
- The Complete Reference for Digital Marketing, Niches, Prospecting, and Powerful Ideas to Grow Your Business
- De: Claire Akin MBA
- Narrado por: Lynn Brunk
- Duración: 4 h y 32 m
- Versión completa
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General0 out of 5 stars 0
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Narración:0 out of 5 stars 0
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Historia0 out of 5 stars 0
The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential.
De: Claire Akin MBA
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Fanatical Prospecting
- The Ultimate Guide to Opening Sales Conversations and Filling the Pipeline by Leveraging Social Selling, Telephone, Email and Cold Calling
- De: Jeb Blount, Mike Weinberg - foreword
- Narrado por: Jeb Blount, Jeremy Arthur
- Duración: 8 h y 21 m
- Versión completa
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General5 out of 5 stars 221
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Narración:5 out of 5 stars 197
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Historia4.5 out of 5 stars 197
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. Step by step, Jeb Blount outlines his innovative approach to prospecting that works for real people, in the real world, with real prospects.
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5 out of 5 stars
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One of the best books on Sales!
- De Kathleen Fitzpatrick en 09-04-23
De: Jeb Blount, y otros
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The Advisor Transformation
- The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors
- De: Shawn Sparks
- Narrado por: Sean Pratt
- Duración: 7 h y 12 m
- Versión completa
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General4.5 out of 5 stars 2
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Narración:4.5 out of 5 stars 2
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Historia4 out of 5 stars 2
Do you own your business or does your business own you? After working with the country’s top financial advisors for decades, business development entrepreneur Shawn Sparks, has seen far too many financial advisors whose success has led to less freedom and joy overall. Raised on the idea that in financial services, production is the name of the game, these founders develop highly productive businesses but unfortunately, they are dependent on them. This leads to burnout, unhappiness, unfulfilled lives and unfulfilled missions.
De: Shawn Sparks
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Psychology of Financial Planning
- The Practitioner's Guide to Money and Behavior
- De: Brad Klontz, Charles R. Chaffin, Ted Klontz
- Narrado por: Jamie Renell
- Duración: 9 h y 2 m
- Versión completa
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General4.5 out of 5 stars 11
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Narración:4.5 out of 5 stars 8
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Historia4.5 out of 5 stars 8
In Psychology of Financial Planning: The Practitioner's Guide to Money and Behavior, distinguished authors Drs. Brad Klontz, CFP, Charles Chaffin, and Ted Klontz deliver a comprehensive overview of the psychological factors that impact the financial planning client. Designed for both professional and academic audiences, Psychology of Financial Planning is written for those with thirty years in practice as well as those just beginning their journey.
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5 out of 5 stars
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Outstanding
- De Joseph en 08-20-24
De: Brad Klontz, y otros
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The Trusted Advisor
- 20th Anniversary Edition
- De: David H. Maister, Robert M. Galford, Charles H. Green
- Narrado por: BJ Harrison
- Duración: 10 h y 38 m
- Versión completa
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General4.5 out of 5 stars 95
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Narración:4.5 out of 5 stars 78
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Historia4.5 out of 5 stars 77
In today's fast-paced networked economy, professionals must work harder than ever to maintain and improve their business skills and knowledge. But technical mastery of one's discipline is not enough, assert professional advisors David H. Maister, Charles H. Green, and Robert M. Galford. The key to professional success, they argue, is the ability to earn the trust and confidence of clients. In this 20th anniversary edition, Maister, Green, and Galford enrich our understanding of today's society and illustrate how to be effective communicators in a digital world.
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4 out of 5 stars
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Where’s the PDF?
- De Ken Fridley en 07-05-21
De: David H. Maister, y otros
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The Book on Rental Property Investing
- How to Create Wealth and Passive Income Through Smart Buy & Hold Real Estate Investing
- De: Brandon Turner
- Narrado por: Brandon Turner
- Duración: 11 h y 38 m
- Versión completa
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General5 out of 5 stars 10,771
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Narración:4.5 out of 5 stars 9,103
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Historia5 out of 5 stars 9,008
Whether you're a beginner or looking for an advanced guide, this valuable book will help you learn how to create an profitable and practical plan, find incredible deals, analyze properties, build a team, finance rentals, and much more—everything you need to start making millions from your investments.
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5 out of 5 stars
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2017 Review
- De Hannah en 08-30-17
De: Brandon Turner
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Unshakeable
- Your Financial Freedom Playbook
- De: Tony Robbins
- Narrado por: Tony Robbins, Jeremy Bobb
- Duración: 7 h y 21 m
- Versión completa
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General4.5 out of 5 stars 9,467
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Narración:4.5 out of 5 stars 8,050
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Historia4.5 out of 5 stars 7,983
After interviewing 50 of the world's greatest financial minds and penning the number-one New York Times best seller Money: Master the Game, Tony Robbins returns with a step-by-step playbook, taking you on a journey to transform your financial life and accelerate your path to financial freedom. No matter your salary, your stage of life, or when you started, this book will provide the tools to help you achieve your financial goals more rapidly than you ever thought possible.
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2 out of 5 stars
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a one sentence summary....
- De Martin en 03-04-17
De: Tony Robbins
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Financial Freedom
- A Proven Path to All the Money You Will Ever Need
- De: Grant Sabatier, Vicki Robin - foreword
- Narrado por: Grant Sabatier, Vicki Robin
- Duración: 10 h y 47 m
- Versión completa
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General4.5 out of 5 stars 980
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Narración:4.5 out of 5 stars 842
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Historia4.5 out of 5 stars 830
Financial Freedom is a step-by-step path to make more money in less time, so you have more time for the things you love. It challenges the accepted narrative of spending decades working a traditional nine-to-five job, pinching pennies, and finally earning the right to retirement at age 65, and instead offers listeners an alternative: Forget everything you've ever learned about money so you can actually live the life you want.
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2 out of 5 stars
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Meh...
- De bobby en 02-10-19
De: Grant Sabatier, y otros
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The Intelligent Investor Rev Ed.
- De: Benjamin Graham
- Narrado por: Luke Daniels
- Duración: 17 h y 48 m
- Versión completa
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General4.5 out of 5 stars 7,220
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Narración:4.5 out of 5 stars 5,951
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Historia4.5 out of 5 stars 5,897
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
- De Craig en 09-12-17
De: Benjamin Graham
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Exactly What to Say
- The Magic Words for Influence and Impact
- De: Phil M. Jones
- Narrado por: Phil M. Jones
- Duración: 1 h y 14 m
- Versión completa
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General4.5 out of 5 stars 11,694
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Narración:4.5 out of 5 stars 9,817
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Historia4.5 out of 5 stars 9,725
Often the decision between a customer choosing you over someone like you is your ability to know exactly what to say, when to say it, and how to make it count. Phil M. Jones has trained more than two million people across five continents and over 50 countries in the lost art of spoken communication. In Exactly What to Say, he delivers the tactics you need to get more of what you want.
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4 out of 5 stars
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Handful of Good Scripts
- De A. Yoshida en 05-28-18
De: Phil M. Jones
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Tax-Free Wealth
- How to Build Massive Wealth by Permanently Lowering Your Taxes
- De: Tom Wheelwright CPA, Robert Kiyosaki - foreword
- Narrado por: Tom Wheelwright CPA
- Duración: 8 h y 50 m
- Versión completa
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General4.5 out of 5 stars 87
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Narración:4.5 out of 5 stars 80
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Historia4.5 out of 5 stars 80
Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes (Third Edition) by Tom Wheelwright® is a comprehensive guide that unveils strategic approaches to minimizing tax liabilities and accumulating significant wealth. As an acclaimed CPA and World-Renowned Expert on Tax, Wheelwright revisits and updates his groundbreaking work where readers are introduced to a wealth-building philosophy that revolves around using the tax code as a roadmap to building wealth in a way that makes taxes fun, easy, and understandable.
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1 out of 5 stars
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Basically the message is own a business. Thanks
- De Amazon Customer en 09-16-24
De: Tom Wheelwright CPA, y otros
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$100M Leads
- How to Get Strangers to Want to Buy Your Stuff
- De: Alex Hormozi
- Narrado por: Alex Hormozi
- Duración: 6 h
- Versión completa
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General5 out of 5 stars 3,420
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Narración:5 out of 5 stars 3,218
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Historia5 out of 5 stars 3,215
This audiobook contains the playbooks that took me from sleeping on my gym floor to owning a portfolio of companies that generate $200,000,000 per year in under a decade. Wanna know the biggest difference between those two time periods? How many leads I was getting.
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5 out of 5 stars
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Better than $100M Offers, But Read Both in Order
- De Jonathan and Hannah en 09-13-23
De: Alex Hormozi
Lo que los oyentes dicen sobre The Million-Dollar Financial Advisor
Con calificación alta para:
Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia4 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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esto le resultó útil a 4 personas
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Total5 out of 5 stars
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Ejecución4 out of 5 stars
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Historia5 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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esto le resultó útil a 2 personas
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Eduardo
- 03-16-25
High level
The most important thing is to acquire new strategies because this profession is very different than other professions
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Total4 out of 5 stars
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Ejecución4 out of 5 stars
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Historia4 out of 5 stars
- Sean
- 02-03-22
All sound advice
As good as this book was, and as much as I learned from it, I feel like the lessons are all common sense. Particularly if you read a lot of self help books already.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 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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esto le resultó útil a 1 persona
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Kent McClelland
- 06-20-21
Stimulating and encouraging
The book was read well and is stimulating. The book has a positive encouraging tone and seems realistic.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Anonymous User
- 12-08-22
Great perspective
Step by step process to success as an FA!!
Gives perspective on what it takes to be a winner and many examples of good habits and routines.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Anonymous User
- 02-07-19
Excellent
Great book and very well read. I recommend it for people who want to succeed in this career
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Anonymous User
- 10-05-19
Career-Changing
The lessons in this book are indeed powerful, and highly practical. I found the book highly motivational; it really made me excited about the possibilities in the financial advisory business.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Anonymous User
- 10-27-23
Great insight
I appreciate everything that was offered within this book. Great insight along with ways I can gain and maintain my current practice.
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