Best Practices of Elite Advisors
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Narrated by:
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David Moran
About this listen
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.
This is a new world. In today's environment, relationship management and relationship marketing are inextricably linked. Elite advisors have discovered that by expanding relationships with their affluent clients, getting more personal with husband and wife, they are able to strengthen these relationships while simultaneously penetrating spheres-of-influence. It's a beautiful process. This type of personal approach is built upon solid business practices. Elite advisors have highly efficient practice management systems, a well-defined wealth management process, and a system for high level personal service. It's hard work, but very rewarding for everyone involved.
From our 35 years of coaching and training, we know that elite advisor status is possible for every financial professional, regardless of background, personality type, or natural sales ability. With the right focus and dedication, big results are possible. Your journey begins today.
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The Little Book of Common Sense Investing
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The Little Book of Common Sense Investing is the classic guide to getting smart about the market. Legendary mutual fund pioneer John C. Bogle reveals his key to getting more out of investing: low-cost index funds. Bogle describes the simplest and most effective investment strategy for building wealth over the long term: buy and hold, at very low cost, a mutual fund that tracks a broad stock market Index such as the S&P 500.
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One star for every point this 5 hour book makes.
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The Millionaire Fastlane: Crack the Code to Wealth and Live Rich for a Lifetime
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Since you were old enough to hold a job, you've been hoodwinked to believe that wealth can be created by blindly trusting in the uncontrollable and unpredictable markets: the housing market, the stock market, and the job market. I call this soul-sucking, dream-stealing dogma "The Slowlane" - an impotent financial gamble that dubiously promises wealth in a wheelchair. For those who don't want a lifetime subscription to "settle-for-less", there is an alternative.
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Excellent!
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The 1-Page Marketing Plan
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To build a successful business, you need to stop doing random acts of marketing and start following a reliable plan for rapid business growth. Traditionally, creating a marketing plan has been a difficult and time-consuming process, which is why it often doesn’t get done.
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You Need to buy Book to get key info
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Six-Figure Side Hustle
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Rachel Rodgers, financial maven and heralded author of We Should All Be Millionaires, has created a groundbreaking new Audible Original series with Six Figure Side Hustle. In this installment of a dynamic three-part audio journey, Rachel unveils the blueprint for turning spare time into a $100,000-per-year side hustle in just three months.
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Not For YOU!
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Million-Dollar Habits
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Rachel Rodgers, personal finance expert and author of the best-selling We Should All Be Millionaires, delivers yet again in her three-part Audible Originals series. In Million Dollar Habits, Rodgers puts forward the habits you would do well to adopt in order to generate wealth. And before she gets to those habits, she first encourages you to raise your financial goals.
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Good foundational information.. ughh
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What listeners say about Best Practices of Elite Advisors
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- Patrick Ferry
- 08-21-19
solid content for non wealth advisor
I'm a business coach for the real estate industry and I found a lot of the tactical advise to be very good, especially when share what to do and not to do to get more referrals from great clients
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- Richard Popp
- 03-29-17
Great simple guide
it allowed me to put a frame work around what I have been trying to qualify for years
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1 person found this helpful