Financial Services Business
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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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Great book
- By Kindle Customer on 31-10-21
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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: 28-04-14
- 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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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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Exceptional.
- By Matthew Lynch on 06-04-19
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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: 02-05-14
- Language: English
- The best financial advisors are well equipped to succeed regardless of market conditions....
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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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Probably not one for the UK audience
- By mr n. on 21-09-19
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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: 10-01-17
- 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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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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Awful
- By Matt on 25-07-19
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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: 28-02-19
- 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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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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Great book got a few gems
- By juanita on 11-09-22
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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: 23-04-15
- 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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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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Scottish IFA
- By Joe on 27-08-24
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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: 27-09-21
- 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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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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Book is exceptionally great
- By Amazon Customer on 28-06-21
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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: 16-06-20
- 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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Dumb Money
- How Our Greatest Financial Minds Bankrupted the Nation
- By: Daniel Gross
- Narrated by: Jesse Boggs
- Length: 3 hrs and 50 mins
- Unabridged
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In this up to the minute account of the current financial crisis, Dan Gross goes step by step through the timeline leading up to the October 2008 bail-out and explains what exactly happened. Using information and statistics only weeks old, he offers a thorough and enlightening analysis of where we all go from here.
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Dumb Money
- How Our Greatest Financial Minds Bankrupted the Nation
- Narrated by: Jesse Boggs
- Length: 3 hrs and 50 mins
- Release date: 23-02-09
- Language: English
- In this up to the minute account of the current financial crisis, Dan Gross goes step by step through the timeline leading up to the October 2008 bail-out and explains what exactly happened....
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Tracks Directory 1: Financial Services
- Law, Government & Administration
- By: Nicholas James, Janet Barber
- Narrated by: Damien Connolly
- Length: 42 mins
- Unabridged
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First published as Tracks: Plan of the Professions in 1997, the 15th revised and updated edition is published in 2017. It gives information for over 150 professions, which include pathways in the banking and financial services, catering and hospitality, construction, education, health care, land and sea work, law, government and administration, leisure and tourism, manufacturing crafts, marketing, media, services, and sports and fitness.
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Tracks Directory 1: Financial Services
- Law, Government & Administration
- Narrated by: Damien Connolly
- Length: 42 mins
- Release date: 27-03-17
- Language: English
- First published as Tracks: Plan of the Professions in 1997, the 15th revised and updated edition is published in 2017....
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Job Interview Guide: Customer Service Representative, Financial Analyst, Lab Technician, Operations Manager
- By: Anthony Roots
- Narrated by: Robert Meyer Narrations
- Length: 23 mins
- Unabridged
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Tips on interviewing for positions as a customer service representative, financial analyst, lab technician, and operations manager.
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Job Interview Guide: Customer Service Representative, Financial Analyst, Lab Technician, Operations Manager
- Narrated by: Robert Meyer Narrations
- Length: 23 mins
- Release date: 17-07-18
- Language: English
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Tips on interviewing for positions as a customer service representative, financial analyst, lab technician, and operations manager....
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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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Think Differently
- Elevate and Grow Your Financial Services Practice
- Narrated by: George Wells
- Length: 3 hrs and 58 mins
- Release date: 14-02-18
- 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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No Necktie Needed
- A Woman's Guide to Success in Financial Services
- By: Juli McNeely
- Narrated by: Michelle Murillo
- Length: 3 hrs and 29 mins
- Unabridged
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Juli McNeely chronicles her experiences in two decades as a financial advisor and owner of McNeely Financial Services. McNeely is the only female past president of the prestigious, 126-year-old NAIFA (National Association of Insurance and Financial Investors) organization. Written in her candid, incisive, no-holds-barred style, No Necktie Needed: A Woman’s Guide to Success in Financial Services makes the industry accessible to women in search of a strong work-life balance and who seek to define and measure success by their own standards.
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No Necktie Needed
- A Woman's Guide to Success in Financial Services
- Narrated by: Michelle Murillo
- Length: 3 hrs and 29 mins
- Release date: 26-06-18
- Language: English
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Juli McNeely chronicles her experiences in two decades as a financial advisor and owner of McNeely Financial Services. Written in her candid, incisive, no-holds-barred style, this audiobook makes the industry accessible to women in search of a strong work-life balance....
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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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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: 06-04-23
- 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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Unleash the Power
- The Road to Becoming a Leader
- By: Jeremiah Stakes
- Narrated by: John D. Lattimore
- Length: 1 hr and 5 mins
- Unabridged
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Unleash the power within yourself and, become a positive influence to all your peers. Learn to lead while staying productive. This book is for everybody who wants more in life, whether you're shy, confident, a master of skills, a CEO, or just a "regular Joe" this book can help you be great inside and out! Unleash the power and learn how to be a good and productive leader in your life. Others will notice there is something different about you, and they will want what you have. Unlock your potential, and be great.
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Unleash the Power
- The Road to Becoming a Leader
- Narrated by: John D. Lattimore
- Length: 1 hr and 5 mins
- Release date: 07-12-16
- Language: English
- Unleash the power within yourself and, become a positive influence to all your peers. Learn to lead while staying productive....
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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: 18-04-24
- 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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Aloha Financial Advising
- Doing Good to Do Better for Your Clients and Yourself
- By: Stephen Kagawa
- Narrated by: Stephen Kagawa
- Length: 5 hrs and 25 mins
- Unabridged
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As advisors, we want open and honest relationships with our clients. We also want a sense of purpose in our work that comes from serving, not selling. Yet somehow, serving others turns into pushing products that drive profits. Left unchecked, this tension forces us to become salespeople and destroys the trust we’ve built with our clients. There must be a way advisors can do good and do well…right? There is, and in Aloha Financial Advising, Stephen Kagawa shares the better approach to advising you’ve been seeking.
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Aloha Financial Advising
- Doing Good to Do Better for Your Clients and Yourself
- Narrated by: Stephen Kagawa
- Length: 5 hrs and 25 mins
- Release date: 02-06-23
- Language: English
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Stephen Kagawa shares the better approach to advising you’ve been seeking. Drawing on personal experience, Stephen shows you how to shift your focus away from products and services and back to those you serve....
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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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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: 28-07-20
- 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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