Financial Services
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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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How to Master the Art of Selling Financial Services
- Narrated by: Tom Hopkins
- Length: 3 hrs and 48 mins
- Release date: 10-01-2017
- 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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Non-member price: $16.99 or 1 Credit
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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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accurate
- By Luke on 06-05-2019
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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: 28-04-2014
- 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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Non-member price: $27.99 or 1 Credit
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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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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: 27-09-2021
- 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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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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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: 02-05-2014
- Language: English
- The best financial advisors are well equipped to succeed regardless of market conditions....
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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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Stay the Course
- The Story of Vanguard and the Index Revolution
- Narrated by: Henry Strozier
- Length: 11 hrs and 5 mins
- Release date: 28-02-2019
- 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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Non-member price: $31.99 or 1 Credit
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Missed Fortune 101
- A Starter Kit to Becoming a Millionaire
- By: Douglas R. Andrew
- Narrated by: Douglas R. Andrew
- Length: 9 hrs and 54 mins
- Unabridged
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Unaware, we proceed down the highway of life, pursuing financial security with one foot on the brake pedal and the other on the gas. We may eventually make it to our destination, but only after a pretty jerky ride. We wonder why a few others arrived at the station of financial independence sooner, achieving more, with a much smoother ride. This audiobook will teach concepts and give insights that are contrary to popular belief. Now is the time to discover the best way to safely accumulate more money.
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Missed Fortune 101
- A Starter Kit to Becoming a Millionaire
- Narrated by: Douglas R. Andrew
- Length: 9 hrs and 54 mins
- Release date: 08-04-2009
- Language: English
- Unaware, we proceed down the highway of life, pursuing financial security with one foot on the brake pedal and the other on the gas....
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Non-member price: $23.99 or 1 Credit
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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: 16-06-2020
- 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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Non-member price: $24.99 or 1 Credit
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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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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: 23-04-2015
- 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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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: 27-03-2017
- 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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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: 14-02-2018
- 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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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: 06-04-2023
- 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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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: 26-06-2018
- 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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AI and the Future of Banking
- Narrated by: Walter Dixon
- Length: 10 hrs and 48 mins
- Release date: 25-08-2020
- 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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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: 23-02-2009
- 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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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: 17-07-2018
- 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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Preserving Generational Wealth
- Why the One Percent Never Start from Scratch and How to Give Your Heirs the Same Edge
- By: Douglas Eze
- Narrated by: Douglas A.C Eze
- Length: 2 hrs and 10 mins
- Unabridged
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In Preserving Generational Wealth, Douglas A. C. Eze masterfully unveils the blueprint for generational wealth—revealing the art of not just acquiring riches but orchestrating a legacy of prosperity. With profound insights, he guides listeners through the intricate steps of receiving, preserving, and passing down wealth.
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Preserving Generational Wealth
- Why the One Percent Never Start from Scratch and How to Give Your Heirs the Same Edge
- Narrated by: Douglas A.C Eze
- Length: 2 hrs and 10 mins
- Release date: 17-07-2024
- Language: English
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In Preserving Generational Wealth, Douglas A. C. Eze masterfully unveils the blueprint for generational wealth—revealing the art of not just acquiring riches but orchestrating a legacy of prosperity.
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Crypto Asset & ICO Governance, Risk Management & Compliance
- Concise Guidebook for Financial and Legal Service Providers to the Emerging Crypto Asset Class
- By: Charles A. Christofilis
- Narrated by: Matt Doyle
- Length: 1 hr and 5 mins
- Unabridged
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Learn how blockchain and Initial Coin Offerings (“ICOs”), a great evolution in the financial services industry, have the potential to unleash free market capitalism as never before and create global financial inclusion.
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Crypto Asset & ICO Governance, Risk Management & Compliance
- Concise Guidebook for Financial and Legal Service Providers to the Emerging Crypto Asset Class
- Narrated by: Matt Doyle
- Length: 1 hr and 5 mins
- Release date: 07-08-2018
- Language: English
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Learn how blockchain and Initial Coin Offerings (“ICOs”), a great evolution in the financial services industry, have the potential to unleash free market capitalism as never before and create global financial inclusion....
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Financial Freedom with Real Estate Investing
- Think Like a Real Estate Agent and Learn About Wholesaling, Property Marketing and Sales for a Beginning Investor
- By: Minerva Publishing Services and Company
- Narrated by: Thaddeus Walster
- Length: 58 mins
- Unabridged
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Financial freedom is the dream goal for any person that wants to stop living paycheck to paycheck and live a money worry free life, but the question is how can I make that attainable for myself? No matter who you are, you have the power to make that happen. Having accurate, up to date information, and an actionable plan will help you take immediate steps that will make the difference between you and other investors. This will maximize your return on investment and scale your real estate owning portfolio.
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Financial Freedom with Real Estate Investing
- Think Like a Real Estate Agent and Learn About Wholesaling, Property Marketing and Sales for a Beginning Investor
- Narrated by: Thaddeus Walster
- Length: 58 mins
- Release date: 30-09-2019
- Language: English
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Financial freedom is the dream goal for any person that wants to stop living paycheck to paycheck and live a money worry free life, but the question is how can I make that attainable for myself? No matter who you are, you have the power to make that happen....
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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: 02-06-2023
- 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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Finance for the Newly Adulted
- A Financial Dictionary for Every Household
- By: Guy Edwards
- Narrated by: Tom Brooks
- Length: 4 hrs and 25 mins
- Unabridged
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A finance book for young adults and recent college grads that should have been taught this in college.
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Finance for the Newly Adulted
- A Financial Dictionary for Every Household
- Narrated by: Tom Brooks
- Length: 4 hrs and 25 mins
- Release date: 06-07-2023
- Language: English
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A finance book for young adults and recent college grads that should have been taught this in college....
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