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The Million-Dollar Financial Advisor
Based on interviews with fifteen top financial advisors, each doing several million dollars’ worth of business every year, this priceless tool contains universal principles to guide both veteran and new financial professionals to immediate success. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teach readers how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. The book also features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed-- regardless of market conditions.
The Million Dollar Financial Services Practice
If you’re an advisor, whether you need a push or not, and regardless if you’re new or old to the business, this guide will help add instant value to your practice. Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and serv...
The Million-Dollar Financial Advisor Team
Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.
Handbook of Financial Intermediation and Banking
The growth of financial intermediation research has yielded a host of questions that have pushed "design" issues to the fore even as the boundary between financial intermediation and corporate finance has blurred. This volume presents review articles on six major topics that are connected by information-theoretic tools and characterized by valuable perspectives and important questions for future research. Touching upon a wide range of issues pertaining to the designs of securities, institutions, trading mechanisms and markets, industry structure, and regulation, this volume will encourage bold new efforts to shape financial intermediaries in the future. - Original review articles offer valuable perspectives on research issues appearing in top journals - Twenty articles are grouped by six major topics, together defining the leading research edge of financial intermediation - Corporate finance researchers will find affinities in the tools, methods, and conclusions featured in these articles
The Chance of Salvation
The Chance of Salvation offers a history of conversions in the United States which shows how religious identity came to be a matter of choice. Shortly after the American Revolution, people in the United States increasingly encountered an expanded array of religious options. Evangelical Protestants began an effort to convert Americans, while developing new practices that emphasized conversion as an immediate choice. Their missionary effort extended to Native American nations such as the Cherokee in the Southeast, who received Christianity on their own terms. Enslaved and newly freed African Americans likewise created a variety of Christian conversion that was centered on religious hope and eschatological expectation. Mormons, drawing on earlier Protestant practices and beliefs, enthusiastically proselytized for a new tradition that emphasized individual choice and free will. By uncovering the way that religious identity is structured as an obligatory decision, this book explains why Americans change their religions so much, and why the United States is both highly religious in terms of religious affiliation and very secular in the sense that no religion is an unquestioned default.--
Advice That Sticks
The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice ...
The Ultimate Financial Advisor
Have you dreamt of becoming the Ultimate Financial Advisor but don't know where to start? This book by Bryan Sweet, Brittany Anderson & Draye Redfern reveals the 12 pillars that are necessary to set you up for success and help you grow your financial advisory business exponentially. Not only will you uncover the strategies, marketing, systems needed to be successful, but you will also learn how to build your dream team along with the step-by-step path to actually implement all of your best ideas into your practice to reach your ultimate goals as a financial advisor.
Riddley Walker
‘Walker is my name and I am the same. Riddley Walker. Walking my riddels where ever theyve took me and walking them now on this paper the same. There aint that many sir prizes in life if you take noatis of every thing. Every time will have its happenings out and every place the same. Thats why I finely come to writing all this down. Thinking on what the idear of us myt be. Thinking on that thing whats in us lorn and loan and oansome.’ Composed in an English which has never been spoken and laced with a storytelling tradition that predates the written word, RIDDLEY WALKER is the world waiting for us at the bitter end of the nuclear road. It is desolate, dangerous and harrowing, and a modern masterpiece.
4 Easy Steps to Successful Investing
To coincide with its PBS broadcast, this informative companion book offers investment strategies for both the novice and the sophisticated investor. Financial planner Jonanthan Pond effectively demystifies the investing process--providing simple, step-by-step guidance for assembling and managing a well-diversified portfolio.
