Financial Services Business

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.

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

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.

The language of business. In order to understand how your business is performing right now and to evaluate, assess, and devise new strategies to boost future performance, you need information. Financial statements are a critical source of the information you need. In direct and simple terms, Richard A. Lambert, Miller-Sherrerd Professor of Accounting at the Wharton School of the University of Pennsylvania, demystifies financial statements and concepts and shows you how you can apply this information to make better business decisions for long-term profit.

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

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!

Eliminating misconceptions about what is really important for successful project financings, Project Finance for Business Development shows you how to develop, structure, and implement projects successfully by creating competitive advantage. By shedding light on project finance failures, it also helps you avoid failures of your own. Helping listeners develop, structure, and implement projects successfully by creating competitive advantage, this book is a useful tool for project sponsors and developers, helping them structure and implement projects by creating competitive advantage.

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.

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.

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.

As advisors, we want open and honest relationships with our clients. We also want a sense of purpose in our work that comes from serving, not selling. Yet somehow, serving others turns into pushing products that drive profits. Left unchecked, this tension forces us to become salespeople and destroys the trust we’ve built with our clients. There must be a way advisors can do good and do well…right? There is, and in Aloha Financial Advising, Stephen Kagawa shares the better approach to advising you’ve been seeking.

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.

In this up to the minute account of the current financial crisis, Dan Gross goes step by step through the timeline leading up to the October 2008 bail-out and explains what exactly happened. Using information and statistics only weeks old, he offers a thorough and enlightening analysis of where we all go from here.