Showing results by publisher "The Oechsli Institute" in All Categories
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Best Practices of Elite Advisors
- By: Matt Oechsli, Stephen Boswell
- Narrated by: David Moran
- Length: 4 hrs
- Unabridged
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The quickest way for a financial advisor to become an elite advisor is to model the Best Practices of Elite Advisors. This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite. In a way, this book will serve as your surrogate role model. Why is this necessary, you might ask? Because top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today.
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Great simple guide
- By Richard Popp on 03-29-17
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Best Practices of Elite Advisors
- Narrated by: David Moran
- Length: 4 hrs
- Release date: 02-19-16
- Language: English
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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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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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great book
- By Curtis May on 05-25-16
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The Indispensable LinkedIn Sales Guide for Financial Advisors
- Narrated by: Mike Norgaard
- Length: 4 hrs and 29 mins
- Release date: 05-05-16
- Language: English
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