
The Advisor Transformation
The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors
Failed to add items
Add to Cart failed.
Add to Wish List failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed

Get 2 free audiobooks during trial.
Buy for $19.95
No default payment method selected.
We are sorry. We are not allowed to sell this product with the selected payment method
-
Narrated by:
-
Sean Pratt
-
By:
-
Shawn Sparks
About this listen
Do you own your business or does your business own you? After working with the country’s top financial advisors for decades, business development entrepreneur Shawn Sparks, has seen far too many financial advisors whose success has led to less freedom and joy overall.
Raised on the idea that in financial services, production is the name of the game, these founders develop highly productive businesses but unfortunately, they are dependent on them. This leads to burnout, unhappiness, unfulfilled lives and unfulfilled missions. The Advisor Transformation is the light at the end of the tunnel for any financial advisor who is looking to grow a business that is less dependent on them. One that enhances their life instead of becoming it.
The Advisor Transformation shows financial advisors how they can:- Move from the Red Line of Burnout to the Green Line of Significance- Grow a business that increases production but is less dependent on them- Find more joy in their business and life
Are you ready to change your business so that you can change your life? The Advisor Transformation is ready for you!
©2024 Triad Partners (P)2024 Triad PartnersListeners also enjoyed...
-
The Language of Referrals
- The Words & Scripts Financial Professionals Use to Gain More Ideal Clients
- By: Bill Cates
- Narrated by: Bill Cates
- Length: 2 hrs and 54 mins
- Unabridged
-
Overall
-
Performance
-
Story
Bill Cates’ newest book, The Language of Referrals, is your blueprint for finding the right words and phrases to elevate your referability, confidently ask for introductions, address concerns and objections, and turn the willingness to refer into effective connections with your new prospects.
-
-
What I hoped for
- By Terri on 07-15-24
By: Bill Cates
-
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
-
Overall
-
Performance
-
Story
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.
-
-
One of the best books on Sales!
- By Kathleen Fitzpatrick on 09-04-23
By: Jeb Blount, and others
-
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
-
Overall
-
Performance
-
Story
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.
-
-
A must read/listen
- By Dan Curtis on 01-28-23
By: Matthew Jarvis
-
Never Enough
- From Barista to Billionaire
- By: Andrew Wilkinson
- Narrated by: Luke Daniels
- Length: 8 hrs and 45 mins
- Unabridged
-
Overall
-
Performance
-
Story
Once a barista in a small cafe making $6.50 an hour, Andrew Wilkinson built a business valued at over a billion dollars by the time he was 36—and yet, his path to success was anything but a straight line. In Never Enough, Wilkinson pulls back the curtain on the lives of the ultra-rich, sharing insights into building a successful business that has been called a “Berkshire Hathaway, but for internet companies,” and a surprising first-person account of what it's actually like to become a billionaire.
-
-
Fire Your Ghostwriter
- By Leah C. Day on 08-22-24
By: Andrew Wilkinson
-
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
-
Overall
-
Performance
-
Story
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.
-
-
A Good and Simple Financial Book
- By Kindle Customer on 02-27-20
By: Carl Richards
-
Supercommunicators
- How to Unlock the Secret Language of Connection
- By: Charles Duhigg
- Narrated by: Charles Duhigg
- Length: 7 hrs and 28 mins
- Unabridged
-
Overall
-
Performance
-
Story
Come inside a jury room as one juror leads a starkly divided room to consensus. Join a young CIA officer as he recruits a reluctant foreign agent. And sit with an accomplished surgeon as he tries, and fails, to convince yet another cancer patient to opt for the less risky course of treatment. In Supercommunicators, Charles Duhigg blends deep research and his trademark storytelling skills to show how we can all learn to identify and leverage the hidden layers that lurk beneath every conversation.
-
-
Valuable advice and information.
- By Cheryl J. on 03-13-24
By: Charles Duhigg
-
The Language of Referrals
- The Words & Scripts Financial Professionals Use to Gain More Ideal Clients
- By: Bill Cates
- Narrated by: Bill Cates
- Length: 2 hrs and 54 mins
- Unabridged
-
Overall
-
Performance
-
Story
Bill Cates’ newest book, The Language of Referrals, is your blueprint for finding the right words and phrases to elevate your referability, confidently ask for introductions, address concerns and objections, and turn the willingness to refer into effective connections with your new prospects.
-
-
What I hoped for
- By Terri on 07-15-24
By: Bill Cates
-
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
-
Overall
-
Performance
-
Story
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.
-
-
One of the best books on Sales!
- By Kathleen Fitzpatrick on 09-04-23
By: Jeb Blount, and others
-
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
-
Overall
-
Performance
-
Story
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.
-
-
A must read/listen
- By Dan Curtis on 01-28-23
By: Matthew Jarvis
-
Never Enough
- From Barista to Billionaire
- By: Andrew Wilkinson
- Narrated by: Luke Daniels
- Length: 8 hrs and 45 mins
- Unabridged
-
Overall
-
Performance
-
Story
Once a barista in a small cafe making $6.50 an hour, Andrew Wilkinson built a business valued at over a billion dollars by the time he was 36—and yet, his path to success was anything but a straight line. In Never Enough, Wilkinson pulls back the curtain on the lives of the ultra-rich, sharing insights into building a successful business that has been called a “Berkshire Hathaway, but for internet companies,” and a surprising first-person account of what it's actually like to become a billionaire.
-
-
Fire Your Ghostwriter
- By Leah C. Day on 08-22-24
By: Andrew Wilkinson
-
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
-
Overall
-
Performance
-
Story
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.
-
-
A Good and Simple Financial Book
- By Kindle Customer on 02-27-20
By: Carl Richards
-
Supercommunicators
- How to Unlock the Secret Language of Connection
- By: Charles Duhigg
- Narrated by: Charles Duhigg
- Length: 7 hrs and 28 mins
- Unabridged
-
Overall
-
Performance
-
Story
Come inside a jury room as one juror leads a starkly divided room to consensus. Join a young CIA officer as he recruits a reluctant foreign agent. And sit with an accomplished surgeon as he tries, and fails, to convince yet another cancer patient to opt for the less risky course of treatment. In Supercommunicators, Charles Duhigg blends deep research and his trademark storytelling skills to show how we can all learn to identify and leverage the hidden layers that lurk beneath every conversation.
-
-
Valuable advice and information.
- By Cheryl J. on 03-13-24
By: Charles Duhigg
-
The Slight Edge
- Turning Simple Disciplines into Massive Success and Happiness
- By: Jeff Olson
- Narrated by: Shane Hagedorn
- Length: 9 hrs and 47 mins
- Unabridged
-
Overall
-
Performance
-
Story
The Slight Edge is a way of thinking, a way of processing information that enables you to make the daily choices that will lead you to the success and happiness you desire. In this 8th anniversary edition you'll hear not only the life-changing concepts of the original book, but also learn what author Jeff Olson discovered as he continued along the slight edge path: the Secret to Happiness and the Ripple Effect.
-
-
Big start, bottoms out, then big finish
- By Trevor Pierce on 07-15-23
By: Jeff Olson
-
10x Is Easier than 2x
- How World-Class Entrepreneurs Achieve More by Doing Less
- By: Dan Sullivan, Dr. Benjamin Hardy
- Narrated by: Dan Sullivan, Dr. Benjamin Hardy
- Length: 9 hrs and 58 mins
- Unabridged
-
Overall
-
Performance
-
Story
Dan Sullivan, the world's leading coach for highly successful entrepreneurs, wants you to know that achieving 10X growth is exponentially easier than striving for 2X growth. Most find this idea confusing at first because simply imagining 10X growth causes them to think they need to do 10X more work to achieve it. However, being a 10X entrepreneur is nothing like what most people think.
-
-
Best Book of the year for me!!!
- By Trenton on 05-15-23
By: Dan Sullivan, and others
-
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
-
Overall
-
Performance
-
Story
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.
-
-
Fantastic tips and practices
- By SS MacIntyre on 03-10-15
-
The Ultimate Self-Directed IRA
- Using Self-Directed IRAs & Solo 401ks to Invest in Real Estate, Bitcoin, Ethereum, Cryptocurrencies, Gold, Private Businesses, Startups, Exotics & Much More...in Plain English
- By: Jeff Astor
- Narrated by: Ed Bonnyman
- Length: 1 hr and 23 mins
- Unabridged
-
Overall
-
Performance
-
Story
Only a small percent have learned that they can take their retirement dollars out of Wall Street and invest them elsewhere. For instance, they can invest in real estate; in bitcoin and other cryptocurrencies (very hot now); in gold and precious metals; in tax liens; in loans and mortgage notes. Some are even investing in things like Arabian race horses, treasure hunt amusement parks, Hollywood films, etc. An SD IRA opens up an entirely new field of opportunity that most people in the $20 trillion group have no idea exists.
-
-
The title should be Politically Correct Investing
- By Thomas J Laseter on 02-07-21
By: Jeff Astor
-
The Soul of Wealth
- 50 Reflections on Money and Meaning
- By: Daniel Crosby
- Narrated by: Laurel Lefkow
- Length: 8 hrs and 27 mins
- Unabridged
-
Overall
-
Performance
-
Story
In The Soul of Wealth, Daniel presents 50 short essays which explore what wealth really is and provides practical suggestions for how to change your thinking and your actions in small, powerful ways, for a wealthier life.
-
-
Filled with bite-sized, digestible insights
- By Anonymous User on 01-05-25
By: Daniel Crosby
-
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
-
Overall
-
Performance
-
Story
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.
-
-
Good Producer Book
- By ABR2 on 06-04-16
-
The Almanack of Naval Ravikant
- A Guide to Wealth and Happiness
- By: Eric Jorgenson, Tim Ferriss
- Narrated by: Vikas Adam
- Length: 4 hrs and 53 mins
- Unabridged
-
Overall
-
Performance
-
Story
Naval Ravikant is an entrepreneur, philosopher, and investor who has captivated the world with his principles for building wealth and creating long-term happiness. The Almanack of Naval Ravikant is a collection of Naval’s wisdom and experience from the last 10 years, shared as a curation of his most insightful interviews and poignant reflections. This isn’t a how-to book, or a step-by-step gimmick. Instead, through Naval’s own words, you will learn how to walk your own unique path toward a happier, wealthier life.
-
-
Narrator sucks
- By Dagarcia718 on 03-25-21
By: Eric Jorgenson, and others
-
Awaken the Giant Within
- By: Anthony Robbins
- Narrated by: Anthony Robbins
- Length: 1 hr and 31 mins
- Abridged
-
Overall
-
Performance
-
Story
Anthony Robbins has already unlocked the personal power inside millions of people worldwide. Now, in this revolutionary new audio production based on his enormously popular Date with Destiny seminars, Robbins unleashes the sleeping giant that lies within all of us, teaching us to harness our untapped abilities, talents and skills.
-
-
Smoke Signals
- By Brett on 12-30-09
By: Anthony Robbins
-
The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
- By: Rob Knapp
- Narrated by: Scott Hoke
- Length: 3 hrs and 43 mins
- Unabridged
-
Overall
-
Performance
-
Story
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.
-
-
Great business ideas for an FA
- By Kyle on 03-01-15
By: Rob Knapp
-
The Power of Zero, Revised and Updated
- How to Get to the 0% Tax Bracket and Transform Your Retirement
- By: David McKnight, Ed Slott - foreword
- Narrated by: Marc Cashman
- Length: 3 hrs and 48 mins
- Unabridged
-
Overall
-
Performance
-
Story
There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. David McKnight provides a concise, step-by-step roadmap on how to get to the zero percent tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. In this expanded edition, McKnight has updated the book with a new chapter on the "2017 Tax Cuts and Jobs Act", telling listeners how to navigate the new tax law in its first year of being in effect, and how they can extend the life of their retirement savings by taking advantage of it now.
-
-
Not a retirement finance book. salespitch for LIRP
- By Linda Mueller on 11-26-18
By: David McKnight, and others
-
The 80/80 Marriage
- A New Model for a Happier, Stronger Relationship
- By: Nate Klemp PhD, Kaley Klemp
- Narrated by: Roger Wayne
- Length: 6 hrs and 28 mins
- Unabridged
-
Overall
-
Performance
-
Story
Nate and Kaley Klemp were both successful in their careers, consulting for high-powered companies around the world. Their work as mindfulness and leadership experts, however, often fell to the wayside when they came home in the evening, only to end up fighting about fairness in their marriage. They believed in a model where each partner contributed equally and fairness ruled, but, in reality, they were finding that balance near impossible to achieve. From this frustration, they developed the idea of the 80/80 marriage, a new model for balancing career, family, and love.
-
-
Magazine article stretched to book length
- By SH on 03-03-21
By: Nate Klemp PhD, and others
-
How to Win Friends and Influence People in the Digital Age
- By: Dale Carnegie & Associates
- Narrated by: Robert Petkoff
- Length: 7 hrs and 6 mins
- Unabridged
-
Overall
-
Performance
-
Story
Celebrating the 75 anniversary of the original landmark bestseller How to Win Friends and Influence People, comes an up-to-the-minute adaptation of Carnegie’s timeless prescriptions for the digital age. Dale Carnegie’s principles have endured for nearly a century. Since its original publication in 1936, his timeless classic How to Win Friends and Influence People has gone on to sell 15 million copies. Now, introducing new listeners to Carnegie’s words of wisdom, comes How to Win Friends and Influence People in the Digital Age, a new guide for a new era.
-
-
As titled, it brings the orig. to the digital age.
- By Klok Fixer on 04-04-12