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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Narrated by:
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Allan Robertson
About this listen
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.Listeners also enjoyed...
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-
Story4.5 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
- By Kyle on 03-01-15
By: Rob Knapp
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Conversations That Sell for Financial Advisors
- Communicate. Collaborate. Convert.
- By: Nancy Bleeke Noël
- Narrated by: Nancy Bleeke Noël
- Length: 7 hrs and 7 mins
- Unabridged
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Overall4 out of 5 stars 1
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Performance3 out of 5 stars 1
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Story5 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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The Advisor Breakthrough
- Your Step-By-Step Guide to Building a Million-Dollar Practice
- By: Shawn Sparks
- Narrated by: Sean Pratt
- Length: 7 hrs and 20 mins
- Unabridged
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Overall4.5 out of 5 stars 66
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Performance4.5 out of 5 stars 57
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Story4.5 out of 5 stars 57
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
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The Supernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices
- By: Robert D. Knapp
- Narrated by: Scott Hoke
- Length: 6 hrs and 9 mins
- Unabridged
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Overall5 out of 5 stars 22
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Performance5 out of 5 stars 22
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Story5 out of 5 stars 22
The Supernova Multiplier provides expert guidance to the revolutionary wealth management model that has transformed the lives and businesses of financial professionals worldwide. The innovative Supernova method enables financial advisors to rapidly grow their business, efficiently manage time, and maximize client satisfaction. The Five Stars of the Supernova model - Segmentation, Organization, Planning, Acquisition, and Leadership - provide financial advisors with the tools and knowledge to propel their practices to new heights of performance.
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5 out of 5 stars
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My favorite of the supernova series
- By Monty S on 01-12-25
By: Robert D. Knapp
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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
- By: Claire Akin MBA
- Narrated by: Lynn Brunk
- Length: 4 hrs and 32 mins
- Unabridged
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Overall0 out of 5 stars 0
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Performance0 out of 5 stars 0
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Story0 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.
By: Claire Akin MBA
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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 99
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Performance4.5 out of 5 stars 82
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Story4.5 out of 5 stars 81
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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All About Asset Allocation, Second Edition
- By: Richard A. Ferri
- Narrated by: Bob Johnson
- Length: 10 hrs and 38 mins
- Unabridged
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Overall4 out of 5 stars 14
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Performance4.5 out of 5 stars 11
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Story4 out of 5 stars 11
Trying to outwit the market is a bad gamble. If you're serious about investing for the long run, you have to take a no-nonsense, businesslike approach to your portfolio. In addition to covering all the basics, this new edition of All About Asset Allocation includes timely advice on learning which investments work well together and why, selecting the right mutual funds and ETFs, creating an asset allocation that's right for your needs, knowing how and when to change an allocation, and understanding target-date mutual funds.
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1 out of 5 stars
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worthless without PDFs
- By LB on 10-08-24
By: Richard A. Ferri
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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
- Length: 4 hrs and 3 mins
- Unabridged
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Overall4.5 out of 5 stars 262
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Performance4.5 out of 5 stars 229
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Story4.5 out of 5 stars 228
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
- By Kindle Customer on 02-27-20
By: Carl Richards
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The Only Retirement Planning Book You'll Ever Need
- Your Guide to a Stress-Free Retirement: Achieve Financial Freedom, Make Your Money Last, & Savor Life After Work
- By: Garrett Monroe
- Narrated by: N.W. Edwards
- Length: 4 hrs and 20 mins
- Unabridged
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Overall5 out of 5 stars 37
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Performance5 out of 5 stars 37
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Story5 out of 5 stars 37
Unlock a stress-free retirement and achieve the financial freedom you deserve with this ultimate guide! Imagine possessing a comprehensive resource that breaks down retirement planning into simple, actionable steps, turning complex financial decisions into opportunities for a secure future. Whether you’re starting from scratch, looking to enhance your current retirement plan, or are near retirement without much savings, this book will guide you through every stage of the process and ensure you're fully prepared for the next chapter of your life.
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5 out of 5 stars
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Great information in this audiobook
- By Mercedes Pan on 01-30-25
By: Garrett Monroe
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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 3,555
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Performance5 out of 5 stars 3,345
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Story5 out of 5 stars 3,342
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
- By Jonathan and Hannah on 09-13-23
By: Alex Hormozi
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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
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Overall5 out of 5 stars 237
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Performance5 out of 5 stars 210
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Story4.5 out of 5 stars 210
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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The Tax and Legal Playbook
- Game-Changing Solutions To Your Small Business Questions, 2nd Edition
- By: Mark J. Kohler
- Narrated by: Christopher Grove
- Length: 10 hrs and 9 mins
- Unabridged
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Overall5 out of 5 stars 248
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Performance4.5 out of 5 stars 211
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Story4.5 out of 5 stars 210
Attorney and CPA Mark J. Kohler targets the leading tax and business issues among small business owners, across all stages of business, and delivers a practical guide to the fundamental tax and legal conflicts faced by new and established entrepreneurs. Coached by Kohler, business owners are armed to seek out the right professionals relevant to their concerns, confidently ask the right questions, and ultimately, save time, money, and in many cases, potential heartache.
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3 out of 5 stars
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great info, good luck finding it again.
- By Anonymous User on 01-26-20
By: Mark J. Kohler
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$100M Offers
- How to Make Offers So Good People Feel Stupid Saying No
- By: Alex Hormozi
- Narrated by: Alexander Hormozi
- Length: 3 hrs and 48 mins
- Unabridged
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Overall5 out of 5 stars 21,181
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Performance5 out of 5 stars 19,660
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Story5 out of 5 stars 19,598
The methods contained within this book are so simple, so instantaneous, and so effective, it’s as if they work by magic. If you implement even one tactic in this book, you’ll see the change in your prospects' demeanor. And you’ll know the $100M Offers method worked when you start hearing, “What do I need to do to move forward?” before you even ask for the sale.
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5 out of 5 stars
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Great content littered with filthy language
- By Amazon Customer on 09-29-21
By: Alex Hormozi
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12 Months to $1 Million
- How to Pick a Winning Product, Build a Real Business, and Become a Seven-Figure Entrepreneur
- By: Ryan Daniel Moran
- Narrated by: Ryan Daniel Moran
- Length: 7 hrs and 38 mins
- Unabridged
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Overall5 out of 5 stars 3,942
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Performance5 out of 5 stars 3,408
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Story5 out of 5 stars 3,392
By cutting out the noise and providing a clear and proven plan, this road map helps even brand-new entrepreneurs make decisions quickly, get their product up for sale, and launch it to a crowd that is ready and waiting to buy. This one-year plan will guide you through the three stages to your first $1 million: the Grind (months 0-4), the Growth (months 5-8), and the Gold (months 9-12). If your goal is to be a full-time entrepreneur, get ready for one chaotic, stressful, and rewarding year. If you have the guts to complete it, you will be the proud owner of a million-dollar business.
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4 out of 5 stars
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Good, but a Little Misleading
- By Chris Love on 11-28-20
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Tax-Free Wealth
- How to Build Massive Wealth by Permanently Lowering Your Taxes
- By: Tom Wheelwright CPA, Robert Kiyosaki - foreword
- Narrated by: Tom Wheelwright CPA
- Length: 8 hrs and 50 mins
- Unabridged
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Overall4.5 out of 5 stars 102
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Performance4.5 out of 5 stars 94
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Story4.5 out of 5 stars 94
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
- By Amazon Customer on 09-16-24
By: Tom Wheelwright CPA, and others
I highly recommend to new and experienced advisors.
Fantastic tips and practices
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Financial Advisor? This is a must listen
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High level
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All sound advice
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Excellent book
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Stimulating and encouraging
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Gives perspective on what it takes to be a winner and many examples of good habits and routines.
Great perspective
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Excellent
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Career-Changing
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Great insight
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