Delivering Massive Value
The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
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Delivering Massive Value
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Narrated by:
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Matthew Jarvis
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By:
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Matthew Jarvis
About this listen
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. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams.
You'll find:
- Client scripts your team can use today
- The trials and tribulations of Jarvis' rise to success
- Simple but powerful ways to consistently offer your clients more value (while taking more vacations)
- Everything the "investment gurus" won't tell you about what really works
- Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system.
Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible.
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Story4.5 out of 5 stars 78
Do you have a hobby or passion that has nothing to do with your nine-to-five job? Do you craft vintage jewelry, make handmade furniture, or offer expert negotiating advice to family and friends in your spare time? Then you, too, could join the one-third of Americans who turn their talents into a lucrative side hustle. In What If It Does Work Out? life coach and professional side-hustler Susie Moore offers expert tips and guidance to help you earn an extra source of income by doing something you love.
-
5 out of 5 stars
-
Life changing book for everyone
- By Anonymous User on 12-06-19
By: Susie Moore
-
Good in a Room
- How to Sell Yourself (and Your Ideas) and Win Over Any Audience
- By: Stephanie Palmer
- Narrated by: Judith Brackley
- Length: 6 hrs and 40 mins
- Unabridged
-
Overall4 out of 5 stars 93
-
Performance4 out of 5 stars 72
-
Story4 out of 5 stars 72
Business consultant and former MGM director of creative affairs Stephanie Palmer reveals the techniques used by Hollywood's top writers, producers, and directors to get financing for their projects and explains how you can apply these techniques to be more successful in your own high-stakes meetings.
As Palmer has found, the strategies used to sell yourself and your ideas in Hollywood not only work in other businesses, they often work better.
-
2 out of 5 stars
-
Much Too General to Be Useful
- By Coldmountain on 05-22-15
By: Stephanie Palmer
-
Do It! Marketing
- 77 Instant-Action Ideas to Boost Sales, Maximize Profits, and Crush Your Competition
- By: David Newman
- Narrated by: David Newman
- Length: 8 hrs and 10 mins
- Unabridged
-
Overall4 out of 5 stars 93
-
Performance4 out of 5 stars 81
-
Story4.5 out of 5 stars 80
Small business marketing doesn't have to be a mystery. It's just a series of simple decisions (and the action steps to implement those decisions) that will help you regain the clarity, confidence, and control you need to succeed. Do It! Marketing is an encouraging kick in the pants that will reignite your marketing mojo. The underlying premise is that "only action creates results."
-
3 out of 5 stars
-
GOOD Book. However...
- By ala on 08-03-14
By: David Newman
-
High Trust Selling
- Make More Money in Less Time with Less Stress
- By: Todd Duncan
- Narrated by: Todd Duncan
- Length: 3 hrs and 57 mins
- Unabridged
-
Overall4.5 out of 5 stars 379
-
Performance4.5 out of 5 stars 218
-
Story4.5 out of 5 stars 215
A Wall Street Journal best seller! There is a major difference between being a salesperson in business and being in business as a salesperson. Being successful in sales has a lot to do with what's on the inside of a person, and the person's ability to establish and foster loyal relationships.
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5 out of 5 stars
-
The Core Foundation For Sales Success
- By Joe on 01-28-05
By: Todd Duncan
-
The 25 Sales Skills
- They Don't Teach at Business School
- By: Stephan Schiffman
- Narrated by: Stephan Schiffman
- Length: 1 hr and 42 mins
- Unabridged
-
Overall4.5 out of 5 stars 57
-
Performance4 out of 5 stars 51
-
Story4 out of 5 stars 49
Master the skills you can’t learn in a classroom. You can break into today’s cutting-edge sales force - and become a leader. All it takes is learning Stephan Schiffman’s essential skills. Honed to perfection over decades of experience, his techniques will make you a top sales performer. From the man who’s trained more than a half-million salespeople, these are the secrets you won’t learn in any classroom. Now they’re yours for the taking and will put you on the fast track to career advancement.
-
5 out of 5 stars
-
Great Sales book!!!
- By NN on 02-27-17
-
Nothing to Lose, Everything to Gain
- How I Went from Gang Member to Multimillionaire Entrepreneur
- By: Ryan Blair, Don Yaeger
- Narrated by: Johnny Heller
- Length: 6 hrs and 59 mins
- Unabridged
-
Overall4.5 out of 5 stars 220
-
Performance4.5 out of 5 stars 193
-
Story4.5 out of 5 stars 190
Ryan Blair knows about building a business from the ground up. Like many entrepreneurs he had no formal business education. But he had great survival instincts, tenacity, and, above all, a "nothing to lose" mindset.Blair's middle-class childhood came to an abrupt end when his abusive father succumbed to drug addiction and abandoned the family. Blair and his mother moved to a bad neighborhood, and soon he was in and out of juvenile detention, joining a gang just to survive. Then his mother fell in love with a successful entrepreneur who took Ryan under his wing.
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3 out of 5 stars
-
I wouldn't read it again
- By Blahhhhhh on 01-07-13
By: Ryan Blair, and others
-
Time, Money, Freedom
- 10 Simple Rules to Redefine What's Possible and Radically Reshape Your Life
- By: Ray Higdon, Jessica Higdon
- Narrated by: Ray Higdon, Jessica Higdon
- Length: 5 hrs and 28 mins
- Unabridged
-
Overall5 out of 5 stars 191
-
Performance5 out of 5 stars 165
-
Story5 out of 5 stars 165
From living on Jess's wages as a makeup counter sales clerk, to achieving dramatic success as network marketing partners, to running a multi-million-dollar coaching and training company today, Ray and Jessica Higdon have built their lives on a shared desire for freedom and balance. With 10 simple rules for redefining what's possible in your life, this book will help you build confidence, shift your mind-set, and learn the tools to take control of your life and start on a path toward your own definition of freedom.
-
5 out of 5 stars
-
INSPIRING‼️‼️
- By Melis03 on 06-10-21
By: Ray Higdon, and others
-
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
-
Overall4.5 out of 5 stars 508
-
Performance4.5 out of 5 stars 426
-
Story4.5 out of 5 stars 421
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.
-
5 out of 5 stars
-
Fantastic tips and practices
- By SS MacIntyre on 03-10-15
-
Overdeliver
- Build a Business for a Lifetime Playing the Long Game in Direct Response Marketing
- By: Brian Kurtz
- Narrated by: Brian Kurtz
- Length: 8 hrs and 43 mins
- Unabridged
-
Overall4.5 out of 5 stars 176
-
Performance4.5 out of 5 stars 154
-
Story5 out of 5 stars 152
Whether you’re new to marketing or a seasoned pro, this book gives you a crystal-clear road map to grow your business, make more money, maximize your impact in your market, and love what you’re doing while you’re doing it. Author Brian Kurtz takes you inside the craft to help you use all the tools at your disposal - from the intricate relationship between lists, offers, and copy, to continuity and creating lifetime value, to the critical importance of multichannel marketing and more - so you can succeed wildly, exceed all your expectations, and overdeliver every time.
-
5 out of 5 stars
-
1 of the best books on marketing - highly recommended
- By Patrick J. Stiles on 12-13-19
By: Brian Kurtz
-
The Accidental Salesperson
- How to Take Control of Your Sales Career and Earn the Respect and Income You Deserve
- By: Chris Lytle
- Narrated by: Gregory Linington
- Length: 5 hrs and 46 mins
- Unabridged
-
Overall4.5 out of 5 stars 272
-
Performance4.5 out of 5 stars 224
-
Story4.5 out of 5 stars 222
Not all salespeople plan on a career in sales. Often, sales chooses them and suddenly they find themselves in a profession they aren't fully prepared for. The Accidental Salesperson is the answer, providing the advice and inspiration they need to master the essentials and hit the ground running. Fully updated to reflect the changes in the marketplace, the second edition provides a much-needed roadmap anyone can use to excel in sales.
-
5 out of 5 stars
-
First Day Confidence
- By Leela Vox on 01-12-19
By: Chris Lytle
-
Inbound Selling
- How to Change the Way You Sell to Match How People Buy
- By: Brian Signorelli
- Narrated by: Kevin Stillwell
- Length: 7 hrs and 14 mins
- Unabridged
-
Overall4.5 out of 5 stars 47
-
Performance4.5 out of 5 stars 40
-
Story4.5 out of 5 stars 40
Over the past decade, Inbound Marketing has changed the way companies earn buyers’ trust and build their brands - through meaningful, helpful content. But with that change comes unprecedented access to information in a few quick keystrokes. Enter the age of the empowered buyer, one who no longer has to rely on a sales rep to research their challenges or learn more about how a company’s offering might fit their needs. Now, with more than 60 percent of purchasing decisions made in the absence of a sales rep, the role of the rep itself has been called into question.
-
1 out of 5 stars
-
Should be titled sales and sales management 101
- By James on 12-11-23
By: Brian Signorelli
-
The Art of Non-Conformity
- Set Your Own Rules, Live the Life You Want, and Change the World
- By: Chris Guillebeau
- Narrated by: Dan John Miller
- Length: 5 hrs and 30 mins
- Unabridged
-
Overall4 out of 5 stars 403
-
Performance4.5 out of 5 stars 302
-
Story4 out of 5 stars 299
If you've ever thought, "There must be more to life than this," The Art of Non-Conformity is for you. Based on Chris Guillebeau's popular online manifesto "A Brief Guide to World Domination," The Art of Non-Conformity defies common assumptions about life and work while arming you with the tools to live differently. You'll discover how to live on your own terms by exploring creative self-employment, radical goal-setting, contrarian travel, and embracing life as a constant adventure.
-
1 out of 5 stars
-
Redundant
- By Louis on 03-11-11
By: Chris Guillebeau
-
Be a Direct Selling Superstar
- Achieve Financial Freedom for Yourself and Others as a Direct Sales Leader
- By: Mary Christensen
- Narrated by: Lesley Parkin
- Length: 6 hrs and 43 mins
- Unabridged
-
Overall4.5 out of 5 stars 36
-
Performance4.5 out of 5 stars 31
-
Story4.5 out of 5 stars 31
Direct selling is booming. It's no surprise when you consider the benefits of launching a direct selling business: low startup costs, strong earning potential, and a flexible work schedule. Currently an estimated 15.6 million people are involved in direct selling in the US alone - and more than 100 million worldwide.
-
2 out of 5 stars
-
Too basic for entrepreneurs
- By Alex Gunsberg on 09-22-15
By: Mary Christensen
-
Reality Check
- Outsmarting, Outmanaging, and Outmarketing Your Competition
- By: Guy Kawasaki
- Narrated by: Paul Boehmer
- Length: 14 hrs and 53 mins
- Unabridged
-
Overall3.5 out of 5 stars 128
-
Performance4 out of 5 stars 53
-
Story4 out of 5 stars 55
In Silicon Valley slang, a "bozo explosion" is what causes a lean, mean, fighting machine of a company to slide into mediocrity. As Guy Kawasaki puts it, "If the two most popular words in your company are partner and strategic, and partner has become a verb, and strategic is used to describe decisions and activities that don't make sense"...then it's time for a reality check.
-
3 out of 5 stars
-
The Reality of Reality Check
- By Ben on 08-18-09
By: Guy Kawasaki
-
The Art of the Start 2.0
- The Time-Tested, Battle-Hardened Guide for Anyone Starting Anything
- By: Guy Kawasaki
- Narrated by: Paul Boehmer
- Length: 8 hrs and 43 mins
- Unabridged
-
Overall4.5 out of 5 stars 996
-
Performance4.5 out of 5 stars 870
-
Story4.5 out of 5 stars 867
Whether you're an entrepreneur, an intrapreneur, or a not-for-profit leader, there's no shortage of advice on such topics as writing a business plan, recruiting, raising capital, and branding. In fact there are so many books, articles, and websites that many startups get bogged down to the point of paralysis, or they focus on the wrong priorities and go broke before they discover their mistakes.
-
2 out of 5 stars
-
Like a collection of about.com articles
- By Lee on 06-15-15
By: Guy Kawasaki
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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
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The Advisor Playbook
- Regain Liberation and Order in Your Personal and Professional Life
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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
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By: Duncan MacPherson, and others
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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
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Overall4.5 out of 5 stars 203
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Story4.5 out of 5 stars 166
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
- By Kyle on 03-01-15
By: Rob Knapp
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The Advisor Transformation
- The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors
- By: Shawn Sparks
- Narrated by: Sean Pratt
- Length: 7 hrs and 12 mins
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Overall4 out of 5 stars 1
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Performance4 out of 5 stars 1
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Story4 out of 5 stars 1
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.
By: Shawn Sparks
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The One-Page Financial Plan
- A Simple Way to Be Smart About Your Money
- By: Carl Richards
- Narrated by: Carl Richards
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Overall4.5 out of 5 stars 259
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Performance4.5 out of 5 stars 226
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Story4.5 out of 5 stars 225
Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once they've begged, "Just tell me what to do." It's no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don't have time to make sense of all the information available.
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4 out of 5 stars
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A Good and Simple Financial Book
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Advice That Sticks
- How to Give Financial Advice That People Will Follow
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Overall4.5 out of 5 stars 25
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Performance4.5 out of 5 stars 22
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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
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The Million-Dollar Financial Advisor
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Overall4.5 out of 5 stars 508
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Performance4.5 out of 5 stars 426
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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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5 out of 5 stars
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Fantastic tips and practices
- By SS MacIntyre on 03-10-15
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The Advisor Playbook
- Regain Liberation and Order in Your Personal and Professional Life
- By: Duncan MacPherson, Chris Jeppesen
- Narrated by: Duncan MacPherson, Chris Jeppesen
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Overall4.5 out of 5 stars 107
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Performance4 out of 5 stars 85
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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
- By JF on 08-06-18
By: Duncan MacPherson, and others
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The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
- By: Rob Knapp
- Narrated by: Scott Hoke
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Overall4.5 out of 5 stars 203
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5 out of 5 stars
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Great business ideas for an FA
- By Kyle on 03-01-15
By: Rob Knapp
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The Advisor Transformation
- The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors
- By: Shawn Sparks
- Narrated by: Sean Pratt
- Length: 7 hrs and 12 mins
- Unabridged
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Overall4 out of 5 stars 1
-
Performance4 out of 5 stars 1
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Story4 out of 5 stars 1
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.
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Performance4.5 out of 5 stars 226
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Story4.5 out of 5 stars 225
Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once they've begged, "Just tell me what to do." It's no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don't have time to make sense of all the information available.
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Overall4.5 out of 5 stars 25
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Performance4.5 out of 5 stars 22
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Story4.5 out of 5 stars 22
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1 out of 5 stars
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Free for a reason
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The Advisor Breakthrough
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Overall4.5 out of 5 stars 65
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Performance4.5 out of 5 stars 56
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Story4.5 out of 5 stars 56
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
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Financial advisor's detailed roadmap for success
- By ToddM on 12-16-17
By: Shawn Sparks
-
The Million-Dollar Financial Services Practice
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- Narrated by: Kevin Stillwell
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- Unabridged
-
Overall4.5 out of 5 stars 156
-
Performance4.5 out of 5 stars 129
-
Story4.5 out of 5 stars 127
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.
-
4 out of 5 stars
-
Good Producer Book
- By ABR2 on 06-04-16
-
Ask: How to Relate to Anyone
- By: Daniel R. Solin
- Narrated by: Drew Birdseye
- Length: 3 hrs and 46 mins
- Unabridged
-
Overall4 out of 5 stars 13
-
Performance4.5 out of 5 stars 11
-
Story4.5 out of 5 stars 10
Do you want a tried and tested way to engage anyone? Do you want to learn how to turn an argument into an opportunity? Do you want more meaningful relationships with your colleagues, your clients, your spouse, your children, and your friends? In his meticulously researched book, based on fascinating and compelling studies in the fields of psychology and neuroscience, New York Times best-selling author Dan Solin shows you exactly how to make deeper connections with anyone.
By: Daniel R. Solin
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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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Overall4.5 out of 5 stars 66
-
Performance4.5 out of 5 stars 57
-
Story4.5 out of 5 stars 55
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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5 out of 5 stars
-
Great simple guide
- By Richard Popp on 03-29-17
By: Matt Oechsli, and others
-
The Blue Square Method
- The Mindset and Best-Practices of Top Fee-For-Service Professionals
- By: Duncan MacPherson, Chris Jeppesen
- Narrated by: Duncan MacPherson
- Length: 12 hrs and 39 mins
- Unabridged
-
Overall5 out of 5 stars 4
-
Performance4.5 out of 5 stars 3
-
Story4.5 out of 5 stars 3
The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to grow on their own terms. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.
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4 out of 5 stars
-
Not a lot of new information
- By Phil Jasso on 06-02-24
By: Duncan MacPherson, and others
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Psychology of Financial Planning
- The Practitioner's Guide to Money and Behavior
- By: Brad Klontz, Charles R. Chaffin, Ted Klontz
- Narrated by: Jamie Renell
- Length: 9 hrs and 2 mins
- Unabridged
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Overall4.5 out of 5 stars 9
-
Performance4.5 out of 5 stars 6
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Story4 out of 5 stars 6
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
-
Outstanding
- By Joseph on 08-20-24
By: Brad Klontz, and others
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The Behavioral Investor
- By: Daniel Crosby
- Narrated by: Matthew R. Doyle
- Length: 8 hrs and 23 mins
- Unabridged
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Overall4.5 out of 5 stars 181
-
Performance4.5 out of 5 stars 151
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Story4.5 out of 5 stars 151
In The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological, and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Listeners will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness, and constraining the fatal flaws to which most investors are prone.
-
5 out of 5 stars
-
Great listen
- By Michael Bigi on 05-28-21
By: Daniel Crosby
-
The Indispensable LinkedIn Sales Guide for Financial Advisors
- By: Kevin Nichols, Matt Oechsli
- Narrated by: Mike Norgaard
- Length: 4 hrs and 29 mins
- Unabridged
-
Overall4 out of 5 stars 39
-
Performance4.5 out of 5 stars 35
-
Story4.5 out of 5 stars 35
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.
-
5 out of 5 stars
-
great book
- By Curtis May on 05-25-16
By: Kevin Nichols, and others
-
The Trusted Advisor
- 20th Anniversary Edition
- By: David H. Maister, Robert M. Galford, Charles H. Green
- Narrated by: BJ Harrison
- Length: 10 hrs and 38 mins
- Unabridged
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Overall4.5 out of 5 stars 85
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Performance4.5 out of 5 stars 70
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Story4.5 out of 5 stars 69
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?
- By Ken Fridley on 07-05-21
By: David H. Maister, and others
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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
- By: Jeb Blount, Mike Weinberg - foreword
- Narrated by: Jeb Blount, Jeremy Arthur
- Length: 8 hrs and 21 mins
- Unabridged
-
Overall5 out of 5 stars 170
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Performance5 out of 5 stars 152
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Story4.5 out of 5 stars 152
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!
- By Kathleen Fitzpatrick on 09-04-23
By: Jeb Blount, and others
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Million Dollar Weekend
- The Surprisingly Simple Way to Launch a 7-Figure Business in 48 Hours
- By: Noah Kagan, Tahl Raz - contributor
- Narrated by: Noah Kagan
- Length: 4 hrs and 33 mins
- Unabridged
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Overall5 out of 5 stars 1,151
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Performance5 out of 5 stars 1,072
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Story5 out of 5 stars 1,072
The founder and CEO of AppSumo.com, Noah Kagan, knows how to launch a seven-figure business in a single weekend—and he’s done it seven times. Million Dollar Weekend will show you how. By Monday, you’ll have a market-tested, scalable business idea and you’ll be a entrepreneur on the path to seven figures. Million Dollar Weekend is the path to creating your dream life and attaining financial freedom.
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5 out of 5 stars
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Barely started, & I'm SUPER excited and motivated!
- By Anonymous User on 04-01-24
By: Noah Kagan, and others
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$100M Leads
- How to Get Strangers to Want to Buy Your Stuff
- By: Alex Hormozi
- Narrated by: Alex Hormozi
- Length: 6 hrs
- Unabridged
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Overall5 out of 5 stars 3,044
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Performance5 out of 5 stars 2,868
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Story5 out of 5 stars 2,865
This book contains the playbooks that took me from sleeping on my gym floor to owning a portfolio of companies that generate $200 million per year in less than a decade. Want to 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
- By Jonathan and Hannah on 09-13-23
By: Alex Hormozi
What listeners say about Delivering Massive Value
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Overall5 out of 5 stars
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- Erik r Gomez
- 06-01-22
A must read
This book is a game changer! If you are an advisor, do yourself the favor and get this book.
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Overall5 out of 5 stars
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- Sean C. Wood
- 07-05-22
Best book for Financial Advisors
I have read many similar books and this one stands alone. Matthew's own story and advice motivated me to make long overdue changes and put my firm on the road to delivering massive value. READ THIS!
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Overall5 out of 5 stars
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- Benjamin
- 10-10-21
Massive Value promised, Massive Value delivered!
Matthew & company continue to raise the bar on financial advisor content.
If you liked the book, check out the podcast: The Perfect RIA.
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Overall5 out of 5 stars
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- S. Pirtle
- 12-04-22
Wow!
Such a great book. Full of actionable items. Can’t wait to listen again. No gimmicks, no sales pitches, just simple advice that encourages you to do the hard work.
Great for those who are more organizationally minded, but also for those who want to streamline their practice.
Will most certainly be putting a ton of this advice to good use.
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Overall5 out of 5 stars
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- Halvar
- 03-22-23
A masterpiece
Extraordinary content, honesty and delivery. One of the shining lights in our industry. Essential reading for all clients-focused advisors.
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Overall5 out of 5 stars
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- JP
- 08-25-22
Excellent Book & Resource
I am a top 1% financial advisor who does not need to grow my practice but am still in the game of always getting better. As such, I have consumed countless books from our industry. This book and the concepts within standout as one of my very top reads. I put this on the must read list for any advisor regardless of their level of success in the industry. Well done!
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Overall5 out of 5 stars
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- Jeff
- 06-14-24
Actionable advice
Years ago I was apart of Mathew’s coaching program and this completely modern, fresh and immediate actionable book has inspired me to again reengage his updated program.
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Overall5 out of 5 stars
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- Ikewashere
- 06-22-24
Great Actionable Effective Tips
So many effective and actionable steps. I’ll definitely be buying a physical copy to refer to as I grow in my advisor career. Strong personality but lots of gold in this book.
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Overall5 out of 5 stars
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- Amazon Customer
- 03-23-22
Excellent book!
Loved it! Mr. Jarvis reading it himself really adds a lot to the material as well. I hope to meet the author someday, he has helped me a great deal. This is a must read for any financial advisor.
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Overall5 out of 5 stars
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- Landen L Lunsway
- 08-01-22
I got the value!
Rock solid, practical insights to deliver more value in your client practice while creating more efficient processes!
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