
Value First Prospecting
The Proven System to Attract Ideal Clients
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
3 months free
Buy for $6.95
No default payment method selected.
We are sorry. We are not allowed to sell this product with the selected payment method
-
Narrated by:
-
Sten Morgan
-
By:
-
Sten Morgan
About this listen
Reject The Average Path! The average path for financial advisors is broken. Prospecting too often becomes sales rather than service. Most advisors don’t last and those that do have a long grind ahead of them. There are two paths advisors can take: the average path or the elite path. You can call a lot of people, have as many meetings as possible, and finally create a successful-enough business after ten or so years. Or you can do something different.
In this book, Sten Morgan breaks down the process that helped him become one of the top 40 advisors in the country under 40 at the age of 30. As an active advisor and a coach to thousands of other advisors, he will share what it takes to reject the average path.
Value First Prospecting will help you get to work applying this process to your business right away. Value First Prospecting isn't just another sales book. It's your roadmap to help you achieve your full potential as a financial advisor, faster.
©2024 Sten Morgan (P)2024 Sten MorganListeners also enjoyed...
-
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
-
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
-
Passive Prospecting
- Dominate Your Market Without Cold Calling, Chasing Clients, or Spending Money on Ads
- By: Levi Lascsak, Travis Plumb
- Narrated by: Levi Lascsak
- Length: 3 hrs and 44 mins
- Unabridged
-
Overall
-
Performance
-
Story
Levi and Travis have sold everything from gym memberships to retirement plans and enjoyed every aspect—except prospecting. In real estate, they saw that outdated tactics such as cold calling and paid advertising were ineffective and time consuming. YouTube gave them everything they needed: exposure, opportunity, and clients who would benefit most from their services. In Passive Prospecting, Levi and Travis lay out the principles of implementing a successful marketing strategy built around YouTube.
-
-
Out standing advice
- By jeff cairns on 05-09-25
By: Levi Lascsak, and others
-
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
-
Conversations That Sell for Financial Advisors
- Communicate. Collaborate. Convert.
- By: Nancy Bleeke Noël
- Narrated by: Nancy Bleeke Noël
- Length: 7 hrs and 7 mins
- Unabridged
-
Overall
-
Performance
-
Story
In the world of financial service sales, the most important component in your success is you. Not the process, not the service or product, not the numbers - YOU! People need your services! And often what stands in the way of making the decision is you, the advisor, who is not equipped to lead the conversation that provides what the prospective client needs to make a decision to get your help.
-
Walking to Destiny
- 11 Actions an Owner Must Take To Rapidly Grow Value & Unlock Wealth
- By: Christopher M Snider, Scott Snider
- Narrated by: Greg Douras
- Length: 8 hrs and 15 mins
- Unabridged
-
Overall
-
Performance
-
Story
While most business thinkers focus on the endgame, Snider demonstrates that your successful exit is based on what you do now to unlock the value trapped in your business. His value acceleration methodology will give you the steps to accomplish the exit planning necessary to make you five to ten times wealthier.
-
-
CEPA program- book contradiction
- By Melissa on 10-28-23
By: Christopher M Snider, and others
-
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
-
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
-
Passive Prospecting
- Dominate Your Market Without Cold Calling, Chasing Clients, or Spending Money on Ads
- By: Levi Lascsak, Travis Plumb
- Narrated by: Levi Lascsak
- Length: 3 hrs and 44 mins
- Unabridged
-
Overall
-
Performance
-
Story
Levi and Travis have sold everything from gym memberships to retirement plans and enjoyed every aspect—except prospecting. In real estate, they saw that outdated tactics such as cold calling and paid advertising were ineffective and time consuming. YouTube gave them everything they needed: exposure, opportunity, and clients who would benefit most from their services. In Passive Prospecting, Levi and Travis lay out the principles of implementing a successful marketing strategy built around YouTube.
-
-
Out standing advice
- By jeff cairns on 05-09-25
By: Levi Lascsak, and others
-
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
-
Conversations That Sell for Financial Advisors
- Communicate. Collaborate. Convert.
- By: Nancy Bleeke Noël
- Narrated by: Nancy Bleeke Noël
- Length: 7 hrs and 7 mins
- Unabridged
-
Overall
-
Performance
-
Story
In the world of financial service sales, the most important component in your success is you. Not the process, not the service or product, not the numbers - YOU! People need your services! And often what stands in the way of making the decision is you, the advisor, who is not equipped to lead the conversation that provides what the prospective client needs to make a decision to get your help.
-
Walking to Destiny
- 11 Actions an Owner Must Take To Rapidly Grow Value & Unlock Wealth
- By: Christopher M Snider, Scott Snider
- Narrated by: Greg Douras
- Length: 8 hrs and 15 mins
- Unabridged
-
Overall
-
Performance
-
Story
While most business thinkers focus on the endgame, Snider demonstrates that your successful exit is based on what you do now to unlock the value trapped in your business. His value acceleration methodology will give you the steps to accomplish the exit planning necessary to make you five to ten times wealthier.
-
-
CEPA program- book contradiction
- By Melissa on 10-28-23
By: Christopher M Snider, and others
-
The Four Conversations
- A New Model for Selling Expertise
- By: Blair Enns
- Narrated by: Blair Enns
- Length: 5 hrs and 13 mins
- Unabridged
-
Overall
-
Performance
-
Story
Sell and Price Like the Expert You Are Your first job is being the expert advisor or practitioner. Your second job is selling that expertise. If you’ve ever felt that these two roles are in conflict then The Four Conversations is the book for you. Amazon best-selling author of The Win Without Pitching Manifesto, Blair Enns, provides a new model for those who have to sell their expertise before they deliver it.
-
-
Sample conversations are truly helpful.
- By JSBA on 02-28-25
By: Blair Enns
-
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 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 Shadow of What Was Lost
- Licanius, Book 1
- By: James Islington
- Narrated by: Michael Kramer
- Length: 25 hrs and 28 mins
- Unabridged
-
Overall
-
Performance
-
Story
It has been 20 years since the end of the war. The dictatorial Augurs, once thought of almost as gods, were overthrown and wiped out during the conflict, their much-feared powers mysteriously failing them. Those who had ruled under them, men and women with a lesser ability known as the Gift, avoided the Augurs' fate only by submitting themselves to the rebellion's Four Tenets.
-
-
Atrocious. Almost abusive.
- By Captain Spanky Of Nazareth on 06-10-20
By: James Islington
-
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
-
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
People who viewed this also viewed...
-
The Pathless Path
- Imagining a New Story for Work and Life
- By: Paul Millerd
- Narrated by: Paul Millerd
- Length: 6 hrs and 6 mins
- Unabridged
-
Overall
-
Performance
-
Story
Paul thought he was on his way. From a small-town Connecticut kid to the most prestigious consulting firm in the world, he had everything he thought he wanted. Yet he decided to walk away and embark on the "real work" of his life—finding the things that matter and daring to create a life to make them happen. This Pathless Path is about finding yourself in the wrong life, and the real work of figuring out how to live.
-
-
A five hour rationalization to why this guy left his job
- By Michael on 01-20-24
By: Paul Millerd
-
Bittersweet
- How Sorrow and Longing Make Us Whole
- By: Susan Cain
- Narrated by: Susan Cain
- Length: 7 hrs and 35 mins
- Unabridged
-
Overall
-
Performance
-
Story
With Quiet, Susan Cain urged our society to cultivate space for the undervalued, indispensable introverts among us, thereby revealing an untapped power hidden in plain sight. Now she employs the same mix of research, storytelling, and memoir to explore why we experience sorrow and longing, and how embracing the bittersweetness at the heart of life is the true path to creativity, connection, and transcendence.
-
-
I REALLY wanted to love this book!
- By Leo B. on 05-02-22
By: Susan Cain
-
Passive Prospecting
- Dominate Your Market Without Cold Calling, Chasing Clients, or Spending Money on Ads
- By: Levi Lascsak, Travis Plumb
- Narrated by: Levi Lascsak
- Length: 3 hrs and 44 mins
- Unabridged
-
Overall
-
Performance
-
Story
Levi and Travis have sold everything from gym memberships to retirement plans and enjoyed every aspect—except prospecting. In real estate, they saw that outdated tactics such as cold calling and paid advertising were ineffective and time consuming. YouTube gave them everything they needed: exposure, opportunity, and clients who would benefit most from their services. In Passive Prospecting, Levi and Travis lay out the principles of implementing a successful marketing strategy built around YouTube.
-
-
Out standing advice
- By jeff cairns on 05-09-25
By: Levi Lascsak, 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
-
Culture by Design
- By: David Friedman
- Narrated by: David J. Friedman
- Length: 5 hrs and 39 mins
- Unabridged
-
Overall
-
Performance
-
Story
Culture has become the hottest word in today's organizational lexicon. From boardrooms to locker rooms, everyone's talking about the critical link between culture and extraordinary team performance. Yet, as clear as that link may be, understanding what culture is, and what to do about it, has always been so murky. Until now. In this game-changing audiobook, David Friedman cuts through the fog and provides a simple, clear, and practical roadmap for building a high-performing culture - in any organization.
-
-
where can I find the appendix?
- By Altaybonita on 07-22-20
By: David Friedman
-
Misbehaving
- The Making of Behavioral Economics
- By: Richard H. Thaler
- Narrated by: L. J. Ganser
- Length: 13 hrs and 35 mins
- Unabridged
-
Overall
-
Performance
-
Story
Richard H. Thaler has spent his career studying the radical notion that the central agents in the economy are humans - predictable, error-prone individuals. Misbehaving is his arresting, frequently hilarious account of the struggle to bring an academic discipline back down to earth - and change the way we think about economics, ourselves, and our world.
-
-
Great book if it's your first about Behav. Econ
- By Jay Friedman on 09-30-15
-
The Pathless Path
- Imagining a New Story for Work and Life
- By: Paul Millerd
- Narrated by: Paul Millerd
- Length: 6 hrs and 6 mins
- Unabridged
-
Overall
-
Performance
-
Story
Paul thought he was on his way. From a small-town Connecticut kid to the most prestigious consulting firm in the world, he had everything he thought he wanted. Yet he decided to walk away and embark on the "real work" of his life—finding the things that matter and daring to create a life to make them happen. This Pathless Path is about finding yourself in the wrong life, and the real work of figuring out how to live.
-
-
A five hour rationalization to why this guy left his job
- By Michael on 01-20-24
By: Paul Millerd
-
Bittersweet
- How Sorrow and Longing Make Us Whole
- By: Susan Cain
- Narrated by: Susan Cain
- Length: 7 hrs and 35 mins
- Unabridged
-
Overall
-
Performance
-
Story
With Quiet, Susan Cain urged our society to cultivate space for the undervalued, indispensable introverts among us, thereby revealing an untapped power hidden in plain sight. Now she employs the same mix of research, storytelling, and memoir to explore why we experience sorrow and longing, and how embracing the bittersweetness at the heart of life is the true path to creativity, connection, and transcendence.
-
-
I REALLY wanted to love this book!
- By Leo B. on 05-02-22
By: Susan Cain
-
Passive Prospecting
- Dominate Your Market Without Cold Calling, Chasing Clients, or Spending Money on Ads
- By: Levi Lascsak, Travis Plumb
- Narrated by: Levi Lascsak
- Length: 3 hrs and 44 mins
- Unabridged
-
Overall
-
Performance
-
Story
Levi and Travis have sold everything from gym memberships to retirement plans and enjoyed every aspect—except prospecting. In real estate, they saw that outdated tactics such as cold calling and paid advertising were ineffective and time consuming. YouTube gave them everything they needed: exposure, opportunity, and clients who would benefit most from their services. In Passive Prospecting, Levi and Travis lay out the principles of implementing a successful marketing strategy built around YouTube.
-
-
Out standing advice
- By jeff cairns on 05-09-25
By: Levi Lascsak, 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
-
Culture by Design
- By: David Friedman
- Narrated by: David J. Friedman
- Length: 5 hrs and 39 mins
- Unabridged
-
Overall
-
Performance
-
Story
Culture has become the hottest word in today's organizational lexicon. From boardrooms to locker rooms, everyone's talking about the critical link between culture and extraordinary team performance. Yet, as clear as that link may be, understanding what culture is, and what to do about it, has always been so murky. Until now. In this game-changing audiobook, David Friedman cuts through the fog and provides a simple, clear, and practical roadmap for building a high-performing culture - in any organization.
-
-
where can I find the appendix?
- By Altaybonita on 07-22-20
By: David Friedman
-
Misbehaving
- The Making of Behavioral Economics
- By: Richard H. Thaler
- Narrated by: L. J. Ganser
- Length: 13 hrs and 35 mins
- Unabridged
-
Overall
-
Performance
-
Story
Richard H. Thaler has spent his career studying the radical notion that the central agents in the economy are humans - predictable, error-prone individuals. Misbehaving is his arresting, frequently hilarious account of the struggle to bring an academic discipline back down to earth - and change the way we think about economics, ourselves, and our world.
-
-
Great book if it's your first about Behav. Econ
- By Jay Friedman on 09-30-15