Financial Services

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.

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.

Are you a numbers enthusiast with a knack for organization? 'How to Start a Bookkeeping Business' guides you through transforming your skills into a lucrative business. This comprehensive guide is designed for both newcomers to the field and experienced bookkeepers looking to take their services to the next level. From understanding the core services you can offer to mastering marketing strategies tailored to attract clients, this book covers all essential aspects of launching, managing, and expanding a bookkeeping business.

Do you feel stuck, yearning for more but unsure of where to start? Let me tell you something profound: within you lies the seed of possibility, yearning to be awakened. Unlock the keys to lasting success and discover how ordinary individuals turned extraordinary dreams into reality. In "WHY FINANCIAL SERVICES: Take Ownership of Your Future and Unlock the Success Blueprint to Generational Wealth," best-selling author Elijah Golden takes you on an inspiring journey through ten captivating stories of resilience, ambition, and transformation.

In this powerful resource, wealth strategist Douglas A. C. Eze draws on his personal journey from immigrant to financial expert, extensive experience with wealthy clients, and decades of research to reveal a practical approach that helps every day, ordinary people create lasting financial legacies.

Unaware, we proceed down the highway of life, pursuing financial security with one foot on the brake pedal and the other on the gas. We may eventually make it to our destination, but only after a pretty jerky ride. We wonder why a few others arrived at the station of financial independence sooner, achieving more, with a much smoother ride. This audiobook will teach concepts and give insights that are contrary to popular belief. Now is the time to discover the best way to safely accumulate more money.

In Pumpkin's Pennies, young listeners embark on a heartwarming journey with Pumpkin as she discovers the value of hard work, saving, spending wisely, and sharing. Set in the vibrant world of Springwell Farms, the story follows Pumpkin’s determination to earn her first "horsey coins," save for a warm blanket and eventually use her financial knowledge to lead her community toward prosperity.

In Preserving Generational Wealth, Douglas A. C. Eze masterfully unveils the blueprint for generational wealth—revealing the art of not just acquiring riches but orchestrating a legacy of prosperity. With profound insights, he guides listeners through the intricate steps of receiving, preserving, and passing down wealth.

In the short 15 years of building success for thousands of people who’ve tapped into their platform, Airbnb has rocketed to a billion dollar corporation around the world promoting promise and service to millions of guests and partners. This book will uncover the secret weapons you’ve been looking for to propel you to financial freedoms you never could have imagined before now.

In Think Differently, Wells covers insights for the ambitious financial professional. Can you envision improving your introduction-to-close ratio by 50 percent? Or increasing your case size by 50 percent? Every giant step forward starts with awareness and vision - and thinking differently. As you merely think about the insights, you will see a change in your perspective and a change in your effectiveness.

Juli McNeely chronicles her experiences in two decades as a financial advisor and owner of McNeely Financial Services. McNeely is the only female past president of the prestigious, 126-year-old NAIFA (National Association of Insurance and Financial Investors) organization. Written in her candid, incisive, no-holds-barred style, No Necktie Needed: A Woman’s Guide to Success in Financial Services makes the industry accessible to women in search of a strong work-life balance and who seek to define and measure success by their own standards.

First published as Tracks: Plan of the Professions in 1997, the 15th revised and updated edition is published in 2017. It gives information for over 150 professions, which include pathways in the banking and financial services, catering and hospitality, construction, education, health care, land and sea work, law, government and administration, leisure and tourism, manufacturing crafts, marketing, media, services, and sports and fitness.

This book will guide you to adapt your insurance or financial services agency to reach and serve customers in the ways they want to do business. Troy Korsgaden shares a blueprint for a new business model to set your firm up for success in today’s rapidly changing environment.

In The Ultimate Sales Blueprint, Eric Campbell shares his extensive experience and proven sales strategies to empower listeners to close deals and achieve financial independence. Blending practical advice with personal anecdotes from his sales and real estate journey, Eric outlines a step-by-step guide that can be applied across various industries. This book is designed for salespeople at every level, from beginners to seasoned professionals, providing actionable tactics to build trust, understand clients, and create meaningful connections.

Learn how blockchain and Initial Coin Offerings (“ICOs”), a great evolution in the financial services industry, have the potential to unleash free market capitalism as never before and create global financial inclusion.

A finance book for young adults and recent college grads that should have been taught this in college.

Financial freedom is the dream goal for any person that wants to stop living paycheck to paycheck and live a money worry free life, but the question is how can I make that attainable for myself? No matter who you are, you have the power to make that happen. Having accurate, up to date information, and an actionable plan will help you take immediate steps that will make the difference between you and other investors. This will maximize your return on investment and scale your real estate owning portfolio.

There are 1.3 million lawyers in the United States. Most do not work in private practice. Of those who do, many want to have a thriving law business but don't know how. The space has become more competitive than ever. In the last five years alone, I have seen dozens upon dozens of lawyers going out on their own to try their hand at this game of law. As a law firm consultant, I have worked with many firms who are trying to carve out their own piece of the pie. The thing about law firm growth is that everyone has a different definition of success and what it means to own a successful law firm.

We've been hearing the same advice on managing your money for years - always prepay your mortgage. Always invest in a 401(k). Defer your taxes for as long as possible. What if someone told you that following that advice would be a waste of your money?

I will uncover the secrets that have been locked away in jargon and present you with the entire world of cryptocurrencies. You will not only learn the advantages and long-term benefits, but also the precautions you have to take to avoid the disadvantages. You will be provided with step-by-step instructions and guidance in simple language to never feel overwhelmed with information. In addition, there is an abundance of tricks and tips that you will learn along the way to help you make the best decisions regarding making money.