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 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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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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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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A Very Poor Read
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One in five Americans now has medical debt in collections and rising health care costs today threaten every small business in America. Dr Makary, one of the nation's leading health care experts, travels across America and details why health care has become a bubble. Drawing from on-the-ground stories, his research and his own experience, The Price We Pay paints a vivid picture of price-gouging, middlemen and a series of elusive money games in need of a serious shake-up.
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Very important book!
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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