Financial Services Business

Sound interesting? The author thinks so too! Listen to Financial Literacy and learn about the money-making habits that lead to success and abundance.

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.

With record-breaking highs one minute and economy-rocking lows the next, it can seem as if there's no way to feel truly comfortable in the mysterious world of finance. But there is, and it's more accessible than you might think. Financial Literacy: Finding Your Way in the Financial Markets is an essential primer on this domain, from its functions, strengths, and possibilities to its weaknesses and vulnerabilities

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.

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.

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.

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.

This practical audiobook compiles a list of 140 most common financial acronyms and abbreviations you’re likely to encounter, in alphabetical order. Every financial acronym is explained in detail, with clear and concise article-style descriptions and practical examples. It is intended for students and professionals in the field of finance as well as private investors and for those who are interested in browsing through the financial pages of newspapers.

Are you a small-business owner, student, or a senior manager in another discipline who needs to brush up on financial concepts? If so, this audiobook will explain finance simply and with plenty of real-life examples that make it easy to see how to apply the concepts in practice. This audiobook is also concentrated on explaining what the financial figures mean and how to figure out the message they are sending, rather than on how to construct a balance sheet or do an audit.

In Seven Figure Firm, author Erin Botsford gives you a proven, straightforward, and effective method for building a business that grows itself. She teaches you how to rethink how you go about establishing a business.

What's the secret to sales success? If you're like most business leaders, you'd say it's fundamentally about relationships-and you'd be wrong. The best salespeople don't just build relationships with customers. They challenge them. The need to understand what top-performing reps are doing that...

Bloomsbury presents The Art of Small Business Social Media by Peg Fitzpatrick, read by Fiona Orford-Williams. An essential guide for small business owners that Booklist calls "appealing and supremely useful" in a starred review and Guy Kawasaki points out in the foreword, "if you’re an...

In a career that has seen him face coup leaders in his native Ivory Coast and lead some of the most prestigious Western financial institutions, Tidjane Thiam has blazed a trail through African and European politics and business. After a childhood in tumultuous west and north Africa, Thiam broke...

The E-Myth Chief Financial Officer fills this knowledge gap, giving you a complete toolkit for either starting a successful business from scratch or maximizing an existing business' performance. Loaded with practical, powerful advice you can easily use, this one-stop guide helps you realize all...

In this audiobook, Jackson Millan—The Wealth Mentor and founder of the 8-figure Aureus Financial—shares the proven systems, leadership strategies, and operational frameworks that turn chaotic 7-figure service businesses into scalable, profitable 8-figure machines. Jackson scaled his own company while working just 4 days a week and 44 weeks a year, and he’s helped 100+ founders do the same.

The gripping and shocking story of three generations of the Sackler family and their roles in the stories of Valium, OxyContin and the opioid crisis. The inspiration behind the Netflix series Painkiller, starring Uzo Aduba and Matthew Broderick. Read by the author, Patrick Radden Keefe. Winner...

In the high-stakes world of Architecture, Engineering, and Construction (AEC), even the most technically brilliant teams often fail, not due to poor engineering. The failure point stems from inconsistent financial discipline. The AEC Project Controls Playbook, authored by strategic financial leader and retired US Marine Percy M. Williams, offers a battle-tested blueprint to bridge the gap between technical execution and profitable results.

Almost 90 percent of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. This audiobook covers everything you need to know about going to the right places, saying the right things, and meeting the right people - absolutely mandatory for a financial advisor or sales producer that's serious about making more and better connections! 

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.

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.