The Advisor Playbook
Regain Liberation and Order in Your Personal and Professional Life
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Narrated by:
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Duncan MacPherson
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Chris Jeppesen
About this listen
Practice management is often misunderstood. The Advisor Playbook will take the mystery away.
Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.
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.
Duncan MacPherson and Pareto Systems have been in the forefront of practice management in the realm of the professional advisor for a quarter-century. Chris Jeppesen of First Trust brings his own decades of professional knowledge to the table. The processes in The Advisor Playbook have grown over those years, through constant refinement and improvement. They'll help you to perform that same refinement and improvement on your business, and regain liberation and order in your personal and professional life.
As you progress through the book, you'll realize that each process is implemented in synergy with every other. Referrals are influenced by your service, which is influenced by your process, which is influenced by your philosophy, which is influenced by your ideal client definition, life and business goals. Nothing exists in a vacuum, and everything is, in the end, focused on a single unwavering goal: To build real, advocate relationships with your ideal clients that will generate both growth through referrals and the capacity for that growth.
The Advisor Playbook will guide you to an actionable plan and process that makes going to work a positive experience, and a positive investment.
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As a salesperson, your pipeline is the key to your success. No matter what changes, that remains the same. Top producers prospect - and they do it all the time. "But how?" you ask, "In the age of the Internet, isn't cold-calling dead?" Now, in his new audiobook, sales expert Mark Hunter shatters costly prospecting myths and eliminates confusion about what works today.
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recycles a lot of common info
- By roland on 04-18-17
By: Mark Hunter CSP
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Combo Prospecting
- The Powerful One-Two Punch That Fills Your Pipeline and Wins Sales
- By: Tony J. Hughes
- Narrated by: Simon Mattacks
- Length: 8 hrs and 6 mins
- Unabridged
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How do you break through to impossible-to-reach executive buyers who are intent on blocking out the noise that confronts them every day? Old-school prospecting tactics or new-school techniques alone won't provide the answers. But Combo Prospecting will...by showing how to combine time-tested sales processes with cutting-edge social media strategies and clever technology hacks.
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Excellent Book
- By Amazon Customer on 04-04-18
By: Tony J. Hughes
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Stop Selling and Start Leading
- How to Make Extraordinary Sales Happen
- By: James M. Kouzes, Barry Z. Posner, Deb Calvert
- Narrated by: Brian Holsopple
- Length: 5 hrs and 17 mins
- Unabridged
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In the Age of the Customer, sales effectiveness depends mightily on the buyer experience. Despite nearly universal agreement on the need for creating value in every step of the buyer’s journey, sellers continue to struggle with how to create that value and connect meaningfully with buyers. New research bridges the gap and reveals the behavioral blueprint for sellers that makes buyers more likely to meet with them - and more likely to buy from them.
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Sales leadership 101
- By Sole Trades on 08-29-20
By: James M. Kouzes, and others
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Agile Selling
- Get Up to Speed Quickly in Today's Ever-Changing Sales World
- By: Jill Konrath
- Narrated by: Joyce Bean
- Length: 5 hrs and 14 mins
- Unabridged
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Powerful strategies for sales proficiency in ever-changing situations. When sales people are promoted, change jobs, or face new business environments, they inevitably need to learn new skills quickly. Their livelihoods depend on getting up to speed quickly; their bosses have no patience for delayed results
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Practical and insightful
- By Locke on 08-27-15
By: Jill Konrath
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The Last Safe Investment
- Spending Now to Increase Your True Wealth Forever
- By: Bryan Franklin, Michael Ellsberg
- Narrated by: Tim Andres Pabon
- Length: 7 hrs and 14 mins
- Unabridged
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Michael Ellsberg and Bryan Franklin think you've been fed a lie: that if you save for decades and invest in 401(k)s, IRAs, and a home, these investments will grow steadily over decades, allowing 20 to 30 years of secure, peaceful retirement. This might have been true at some point in the last century, but it is not true any longer. If you want to get ahead and enjoy a life of prosperity, the authors argue that you must invest in the most powerful source of wealth you'll ever know: your own earning power.
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Great Paradigm Shift For Me...
- By Brad Spencer on 07-01-16
By: Bryan Franklin, and others
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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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better stuff for free on YouTube from
- By milos Vranic on 08-10-17
By: Tom Hopkins
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Sales Leadership
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- By: Keith Rosen MCC
- Narrated by: Keith Rosen MCC
- Length: 11 hrs and 12 mins
- Unabridged
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What if you can successfully coach anyone in 15, five, or even 60 seconds using one question? Sales Leadership makes delivering consistent, high-impact coaching easy. For busy, caring managers, this removes the pressure and misconception that, "Coaching is difficult, doesn't work, and I don't have time to coach." Since most managers don't know how to coach, they become part of the non-stop, problem-solving legion of frustrated Chief Problem Solvers who habitually do other's work, create dependency, and nourish the seed of mediocrity.
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Link to collateral mentioned in the book was dead
- By Gina Godsey on 01-22-19
By: Keith Rosen MCC
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Making Ideas Happen
- Overcoming the Obstacles Between Vision and Reality
- By: Scott Belsky
- Narrated by: Don Hagen
- Length: 7 hrs and 3 mins
- Unabridged
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How the world's leading innovators push their ideas to fruition, time and time again. Edison famously said that genius is 1 percent inspiration, 99 percent perspiration. Ideas for new businesses, solutions to the world's problems, and artistic breakthroughs are common, but great execution is rare. According to Scott Belsky, the capacity to make ideas happen can be strengthened by anyone willing to build their organizational habits and harness the forces of community.
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Terrible Narrator
- By Charl on 07-12-12
By: Scott Belsky
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Scale
- Seven Proven Principles to Grow Your Business and Get Your Life Back
- By: Jeff Hoffman, David Finkel
- Narrated by: David Finkel
- Length: 7 hrs and 14 mins
- Unabridged
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Business owners want growth but fear it will take over their lives. Surprisingly, the only way to truly grow your company is to reduce its reliance on you - to scale. Jeff Hoffman and David Finkel offer a blueprint to rapidly grow your business while also gaining more freedom. Based on their own experiences starting, scaling, and effectively exiting from multiple successful companies, they provide seven clear principles that will help you determine the best strategy for growth in your company.
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All stuff no fluff
- By Jonathan Bonanno on 05-25-21
By: Jeff Hoffman, and others
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How Did That Happen?
- Holding People Accountable for Results the Positive, Principled Way
- By: Roger Connors, Tom Smith
- Narrated by: Lloyd James
- Length: 9 hrs and 53 mins
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Drawing on case studies, many from client companies, the authors show how to establish clear expectations and manage the unmet expectations that inevitably occur. And they offer a positive, principled way that engages hearts and minds. This book can help people at every level---from senior executives to front-line workers---enjoy greater productivity, profitability, and job satisfaction.
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HELP - How Can I Get The Lost Hours Back ?
- By Mike on 09-23-09
By: Roger Connors, and others
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The Lost Art of Closing
- Winning the Ten Commitments That Drive Sales
- By: Anthony Iannarino
- Narrated by: Anthony Iannarino
- Length: 5 hrs and 9 mins
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Anthony Iannarino has a different approach to closing geared to the new technological and social realities of our time. In The Lost Art of Closing, he proves that the final commitment can actually be one of the easiest parts of the sales process - if you've set it up properly with other commitments that have to happen long before the close. The key is to lead customers through a series of necessary steps designed to prevent a purchase stall.
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gems buried in fluff
- By Andrey Norin on 04-13-18
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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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Not a lot of new information
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this is for 50+ employee companies, not small ones
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What listeners say about The Advisor Playbook
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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Overall
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Performance
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- JF
- 08-06-18
Great Book
This book really is the playbook advisors need. I got many great ideas, and each idea is actionable, not just a vague notion. My business is in the process of being transformed, and many of the improvements have come directly or indirectly from ideas in this book.
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3 people found this helpful
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- Hemant Sachdev
- 10-12-20
Some great nuggets in here
Having been in the Financial Advisory business for almost 30 years, I am still looking to continually improve myself and my practice.
Thus book reinforced some of the concepts we were already implementing and gave some real nuggets that I have incorporated in my practice already.
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Performance
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- Amazon Customer
- 12-05-24
Sage Advice
Great information on developing systems that a new or experienced advisor could benefit from. Also great insight on what not to do, activities that could hamper production.
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Performance
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- Justin Price
- 12-20-17
Great Material
How could the performance have been better?
The material is phenomenal. The audiobook has portions that literally sound like they were recorded on an iPhone - in a bathroom. Only some sections are that way, though. Once you get past it, the content is great!
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2 people found this helpful
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- Ryan P Forster
- 12-01-20
Every Advisor should read
Great advisors are always moving forward and becoming better. The advisor playbook has so many things we all do or all think we do and reaffirms the importance of fundamental business activities. Then it goes beyond to differentiate and has more sound bites and relevant ways to relate to clients. I picked up a lot from the book and re-read it regularly.
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- MattB5
- 11-02-21
Content is great, sound recording horrible
The content is great if you want to have a top tier financial advising business. Some of it was a little repetitive and probably could have been compressed a little.
But the recording quality was all over the place. It was very distracting. One chapter sounds okay, the next one sounds like it was recorded in a bathroom stall and you can hear pages turning and has edits that weren't edited out. Very unprofessional for such professional subject matter.
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2 people found this helpful
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- William Torgerson
- 01-17-20
Actionable advice presented simply
filled with actionable advice, strategies, and creative ideas. can be used for any entrepreneur or Advisor looking to build or improve their firm.
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