Financial Services
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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
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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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Good Producer Book
- By ABR2 on 06-04-16
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The Million-Dollar Financial Services Practice
- A Proven System for Becoming a Top Producer
- Narrated by: Kevin Stillwell
- Length: 12 hrs and 29 mins
- Release date: 04-28-14
- Language: English
- 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....
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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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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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better stuff for free on YouTube from
- By milos Vranic on 08-10-17
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How to Master the Art of Selling Financial Services
- Narrated by: Tom Hopkins
- Length: 3 hrs and 48 mins
- Release date: 01-10-17
- Language: English
- 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....
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Creating Generational Wealth
- What the Super Wealthy Know That You Need to Know
- By: Douglas A.C. Eze
- Narrated by: Christopher John
- Length: 2 hrs and 48 mins
- Unabridged
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In this powerful resource, wealth strategist Douglas A. C. Eze draws on his personal journey from immigrant to financial expert, extensive experience with wealthy clients, and decades of research to reveal a practical approach that helps every day, ordinary people create lasting financial legacies.
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Solid Information
- By Hosea on 12-26-18
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Creating Generational Wealth
- What the Super Wealthy Know That You Need to Know
- Narrated by: Christopher John
- Length: 2 hrs and 48 mins
- Release date: 04-23-15
- Language: English
- Only one thing stands between you and the generational wealth you desire to create: developing a proven, time-tested plan based on solid information....
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Inflection Point
- Redefining Your Role in the Insurance and Financial Services Industry When the Existing Model No Longer Works
- By: Troy Korsgaden
- Narrated by: Nick Gallagher
- Length: 2 hrs and 44 mins
- Unabridged
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This book will guide you to adapt your insurance or financial services agency to reach and serve customers in the ways they want to do business. Troy Korsgaden shares a blueprint for a new business model to set your firm up for success in today’s rapidly changing environment.
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Simple but powerful.
- By Michelle Hubert on 05-15-23
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Inflection Point
- Redefining Your Role in the Insurance and Financial Services Industry When the Existing Model No Longer Works
- Narrated by: Nick Gallagher
- Length: 2 hrs and 44 mins
- Release date: 04-06-23
- Language: English
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This book will guide you to adapt your insurance or financial services agency to reach and serve customers in the ways they want to do business. Troy Korsgaden shares a blueprint for a new business model to set your firm up for success in today’s rapidly changing environment....
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Stay the Course
- The Story of Vanguard and the Index Revolution
- By: John C. Bogle
- Narrated by: Henry Strozier
- Length: 11 hrs and 5 mins
- Unabridged
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The story the Vanguard Group as told by its founder, legendary investor John C. Bogle, Stay the Course traces the history of Vanguard - the largest mutual fund organization on Earth. An engaging blend of company history, investment perspective, and personal memoir, this book provides a fascinating look into the mind of an extraordinary man and the company he created.
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Surprisingly well-written, but bad narrator
- By Anonymous User on 09-08-20
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Stay the Course
- The Story of Vanguard and the Index Revolution
- Narrated by: Henry Strozier
- Length: 11 hrs and 5 mins
- Release date: 02-28-19
- Language: English
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The story the Vanguard Group as told by its founder, legendary investor John C. Bogle, Stay the Course traces the history of Vanguard - the largest mutual fund organization on Earth....
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Knock Out Networking for Financial Advisors and Other Sales Producers
- More Prospects, More Referrals, More Business
- By: Michael Goldberg
- Narrated by: David Marantz
- Length: 8 hrs and 12 mins
- Unabridged
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Almost 90 percent of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. This audiobook covers everything you need to know about going to the right places, saying the right things, and meeting the right people - absolutely mandatory for a financial advisor or sales producer that's serious about making more and better connections!
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Knock Out Networking for Financial Advisors and Other Sales Producers
- More Prospects, More Referrals, More Business
- Narrated by: David Marantz
- Length: 8 hrs and 12 mins
- Release date: 06-16-20
- Language: English
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This audiobook covers everything you need to know about going to the right places, saying the right things, and meeting the right people - absolutely mandatory for a financial advisor or sales producer that's serious about making more and better connections....
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Multipliers, Revised and Updated
- How the Best Leaders Make Everyone Smarter
- By: Liz Wiseman, Stephen Covey - foreword
- Narrated by: Liz Wiseman, John Meagher
- Length: 11 hrs and 24 mins
- Unabridged
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We've all had experiences with two dramatically different types of leaders. The first type drain intelligence, energy, and capability from the people around them and always need to be the smartest people in the room. These are the idea killers, the energy sappers, the diminishers of talent and commitment. On the other side of the spectrum are leaders who use their intelligence to amplify the smarts and capabilities of the people around them.
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Good points, but highly repetitive
- By 9a7ner on 02-27-19
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Multipliers, Revised and Updated
- How the Best Leaders Make Everyone Smarter
- Narrated by: Liz Wiseman, John Meagher
- Length: 11 hrs and 24 mins
- Release date: 05-16-17
- Language: English
- We've all had experiences with two dramatically different types of leaders. The first type drains intelligence, energy, and capability from the people around them....
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AI and the Future of Banking
- By: Tony Boobier
- Narrated by: Walter Dixon
- Length: 10 hrs and 48 mins
- Unabridged
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An industry-specific guide to the applications of advanced analytics and AI to the banking industry.
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Loved it
- By Alfredo F. on 12-27-23
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AI and the Future of Banking
- Narrated by: Walter Dixon
- Length: 10 hrs and 48 mins
- Release date: 08-25-20
- Language: English
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An industry-specific guide to the applications of advanced analytics and AI to the banking industry....
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I Will Teach You to Be Rich
- No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works (Second Edition)
- By: Ramit Sethi
- Narrated by: Ramit Sethi
- Length: 12 hrs and 8 mins
- Unabridged
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Buy as many lattes as you want. Spend extravagantly on the things you love. Live your rich life instead of tracking every last expense with Ramit Sethi’s simple, powerful, and effective six-week program for gaining control over your finances. This isn’t typical advice from a money expert. In this completely updated second edition, Ramit teaches you how to choose long-term investments and the right bank accounts. With his characteristic no-BS perspective, he shows how to squeeze every hidden benefit out of your credit cards.
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Repetitive - should be retitled.
- By Truth on 06-20-19
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I Will Teach You to Be Rich
- No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works (Second Edition)
- Narrated by: Ramit Sethi
- Length: 12 hrs and 8 mins
- Release date: 05-14-19
- Language: English
- Money expert Ramit Sethi offers no-holds-barred advice for managing your finances in this effective six-week program.
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HOW JULIA FOUND HAPPINESS AND FINANCIAL SUCCESS
- YOUR GUIDE TO MAKING MONEY IN A SERVICE BUSINESS
- By: Michael Colburn
- Narrated by: Virtual Voice
- Length: 1 hr and 37 mins
- Unabridged
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Julia's life as a successful designer is interrupted in an instant when she is suddenly widowed. Devastated, she abandons her career and escapes to France to heal. She returns to start her own service business but realizes she does not know how to turn talent into financial success. She is coached by a friend who leads her to develop new financial strategies and habits.Julia is guided through a series of key financial lessons about managing employees, time and services that take her business from financial starvation to thriving success. What she learns can be your guide to making money in ...
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HOW JULIA FOUND HAPPINESS AND FINANCIAL SUCCESS
- YOUR GUIDE TO MAKING MONEY IN A SERVICE BUSINESS
- Narrated by: Virtual Voice
- Length: 1 hr and 37 mins
- Release date: 03-22-24
- Language: English
- Julia's life as a successful designer is interrupted in an instant when she is suddenly widowed. Devastated, she abandons her career and escapes to...
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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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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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Best sales/customer interaction book I've heard!!
- By Conrad V. on 02-21-18
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Think Differently
- Elevate and Grow Your Financial Services Practice
- Narrated by: George Wells
- Length: 3 hrs and 58 mins
- Release date: 02-14-18
- Language: English
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Effectivity insights - See fewer people and do more business. Keep 90 percent of what is working well and 10x your financial advisory business with these powerful insights....
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The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- By: David J. Mullen Jr.
- Narrated by: Allan Robertson
- Length: 8 hrs and 24 mins
- Unabridged
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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.
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Fantastic tips and practices
- By SS MacIntyre on 03-10-15
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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
- Release date: 05-02-14
- Language: English
- The best financial advisors are well equipped to succeed regardless of market conditions....
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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: 9 hrs and 6 mins
- Unabridged
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If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm.
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A must read/listen
- By Dan Curtis on 01-28-23
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Delivering Massive Value
- The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
- Narrated by: Matthew Jarvis
- Length: 9 hrs and 6 mins
- Release date: 09-27-21
- Language: English
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Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine....
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Blown
- By: Mark Haskell Smith
- Narrated by: Peter Berkrot
- Length: 6 hrs and 31 mins
- Unabridged
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Bryan LeBlanc worked his way up into a plum position on Wall Street as the boy genius of the foreign exchange desk. Surrounded by "the few, the proud, the completely full of themselves", he decides to give Wall Street a taste of its own medicine and hatches an intricate plan to disappear permanently with just enough misappropriated money - and sailing classes - to spend his golden years cruising the Caribbean. Bryan quickly learns that being a criminal, even a really smart one, is more complicated than he thought. He finds himself on the run in the Cayman Islands, wanted for murder.
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fantastic!
- By Eric on 01-30-19
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Blown
- Narrated by: Peter Berkrot
- Length: 6 hrs and 31 mins
- Release date: 06-12-18
- Language: English
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Bryan LeBlanc worked his way up into a plum position on Wall Street as the boy genius of the foreign exchange desk. Surrounded by "the few, the proud, the completely full of themselves", he decides to give Wall Street a taste of its own medicine....
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Compliant by Design
- The Guide for Regulatory Compliance in Financial Services
- By: Tim Heaton
- Narrated by: Virtual Voice
- Length: 2 hrs and 9 mins
- Unabridged
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With its structured approach and in-depth exploration, this book aims to equip readers with the knowledge and tools necessary to navigate the complexities of data governance in financial services, ensuring not only regulatory compliance but also operational excellence and strategic advantage.
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Compliant by Design
- The Guide for Regulatory Compliance in Financial Services
- Narrated by: Virtual Voice
- Length: 2 hrs and 9 mins
- Release date: 04-01-24
- Language: English
- With its structured approach and in-depth exploration, this book aims to equip readers with the knowledge and tools necessary to navigate the ...
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How to Become a Profitable Money Broker
- Make $100,000 per year assisting clients in finding low interest rate loans to start a business, buy a new home, or make major, life-changing purchases.
- By: Gerry Marrs
- Narrated by: Virtual Voice
- Length: 2 hrs and 16 mins
- Unabridged
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Unleash the Profit Potential of Money Brokering! Are you ready to embark on a highly lucrative career that offers unlimited earning potential? Imagine making $100,000 per year or more, while helping clients secure low-interest rate loans to fulfill their dreams of starting a business, purchasing a new home, or making significant life-changing purchases. With "How to Become a Profitable Money Broker," you can turn this exciting vision into a reality! Master the Secrets of the Money Broker Industry: This comprehensive guide unveils the secrets to becoming a highly successful money broker. We ...
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How to Become a Profitable Money Broker
- Make $100,000 per year assisting clients in finding low interest rate loans to start a business, buy a new home, or make major, life-changing purchases.
- Narrated by: Virtual Voice
- Length: 2 hrs and 16 mins
- Release date: 01-12-24
- Language: English
- Unleash the Profit Potential of Money Brokering! Are you ready to embark on a highly lucrative career that offers unlimited earning potential? ...
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Watchdog
- How Protecting Consumers Can Save Our Families, Our Economy, and Our Democracy
- By: Richard Cordray, Elizabeth Warren - foreword
- Narrated by: Rick Adamson
- Length: 10 hrs and 16 mins
- Unabridged
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Every day across America, consumers face issues with credit cards, mortgages, car loans, and student loans. When they are cheated or mistreated, all too often they hit a brick wall against the financial companies. People are fed up with being run over by big corporations, and few have the resources or expertise to fight back on their own. It is no wonder consumers feel powerless: they are outgunned every step of the way. Since 1970, the financial industry has doubled in size. It is the biggest source of campaign contributions....
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Fighting for Rest of Us
- By Fancy Cat on 07-26-22
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Watchdog
- How Protecting Consumers Can Save Our Families, Our Economy, and Our Democracy
- Narrated by: Rick Adamson
- Length: 10 hrs and 16 mins
- Release date: 07-28-20
- Language: English
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Every day across America, consumers face issues with credit cards, mortgages, car loans, and student loans. When they are cheated or mistreated, all too often they hit a brick wall against the financial companies....
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Certified Financial Planner: The Complete CFP Exam Study Guide
- By: Philip Martin McCaulay
- Narrated by: Virtual Voice
- Length: 6 hrs and 23 mins
- Unabridged
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Prepare yourself thoroughly for success on the Certified Financial Planner (CFP) exam with our comprehensive study guide. The author has meticulously crafted the study guide to assist you in mastering the essential concepts and strategies vital for excelling in the dynamic field of financial planning. Whether you're a seasoned professional seeking to enhance your knowledge or someone preparing to embark on a career in financial services, our guide serves as your indispensable companion for conquering the rigorous CFP exam. Dive deep into every facet of the CFP exam, delving into crucial ...
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Certified Financial Planner: The Complete CFP Exam Study Guide
- Narrated by: Virtual Voice
- Length: 6 hrs and 23 mins
- Release date: 03-06-24
- Language: English
- Prepare yourself thoroughly for success on the Certified Financial Planner (CFP) exam with our comprehensive study guide. The author has ...
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Get Your Paint On
- A Beginner's Guide to Starting Your Own Painting Business
- By: Barrett Williams, ChatGPT ChatGPT
- Narrated by: Virtual Voice
- Length: 1 hr and 26 mins
- Unabridged
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Introducing "Get Your Paint On" - the ultimate guide to launching, managing, and scaling your very own residential interior painting business! Whether you're a novice, a skilled hobbyist, or a seasoned professional, this engaging and comprehensive eBook will equip you with everything you need to succeed in this dynamic industry. Step by step, "Get Your Paint On" walks you through the process of identifying your niche, understanding the basics of painting and material selection, and creating a bulletproof business plan. From there, it guides you through the legal requirements, branding, ...
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Get Your Paint On
- A Beginner's Guide to Starting Your Own Painting Business
- Narrated by: Virtual Voice
- Length: 1 hr and 26 mins
- Release date: 04-21-24
- Language: English
- Introducing "Get Your Paint On" - the ultimate guide to launching, managing, and scaling your very own residential interior painting business! ...
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The King of Growth
- Unleash the Power of Your Law Firm for Personal and Financial Freedom
- By: Luis Raul Scott Jr.
- Narrated by: Adam Kordecki
- Length: 6 hrs and 56 mins
- Unabridged
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There are 1.3 million lawyers in the United States. Most do not work in private practice. Of those who do, many want to have a thriving law business but don't know how. The space has become more competitive than ever. In the last five years alone, I have seen dozens upon dozens of lawyers going out on their own to try their hand at this game of law. As a law firm consultant, I have worked with many firms who are trying to carve out their own piece of the pie. The thing about law firm growth is that everyone has a different definition of success and what it means to own a successful law firm.
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The King of Growth
- Unleash the Power of Your Law Firm for Personal and Financial Freedom
- Narrated by: Adam Kordecki
- Length: 6 hrs and 56 mins
- Release date: 04-18-24
- Language: English
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There are 1.3 million lawyers in the United States. Most do not work in private practice. Of those who do, many want to have a thriving law business but don't know how.
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