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Book List


Storyselling for Financial Advisors
How Top Producers Sell
By: Scott West and Mitch Anthony
Publish Date: January 12, 2000
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The Million-Dollar Financial Advisor
Powerful Lessons and Proven Strategies from Top Producers
By: David J. Mullen, Jr.
Publish Date: November 2, 2009
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The Million-Dollar Financial Services Practice
A Proven System for Becoming a Top Producer
By: David J. Mullen and David J. Mullen (Jr.)
Publish Date: September 26, 2007
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Questions Great Financial Advisors Ask... and Investors Need to Know
By: Alan Parisse and David Richman
Publish Date: June 1, 2006
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The Supernova Advisor
Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
By: Robert D. Knapp
Publish Date: December 5, 2007
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The Art of Selling to the Affluent
How to Attract, Service, and Retain Wealthy Customers & Clients for Life
By: Matt Oechsli
Publish Date: December 27, 2004
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Networking With the Affluent
By: Thomas Stanley
Publish Date: August 1, 1997
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Tested in the Trenches
A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice
By: Ron Carson and Steve Sanduski
Publish Date: March 1, 2005
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Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)
A Framework for Avoiding the Mistakes Everyone Else Makes
By: Steve Moore and Gary Brooks
Publish Date: November 15, 2010
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Values-based financial planning
the art of creating an inspiring financial strategy
By: Bill Bachrach
Publish Date: August 1, 2000
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The Thank You Economy
By: Gary Vaynerchuk
Publish Date: March 8, 2011
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Practice Made Perfect
The Discipline of Business Management for Financial Advisers
By: Mark C. Tibergien and Rebecca Pomering
Publish Date: March 1, 2005
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The Social Media Handbook for Financial Advisors
How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business
By: Matthew Halloran and Crystal Thies
Publish Date: July 31, 2012
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The Social Advisor
Social Media Secrets of the Financial Industry
By: Amy McIlwain
Publish Date: August 31, 2012
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The Magic List
For Financial Services Sales People Who Need Clients Fast
By: Brandon Gadoci
Publish Date: August 1, 2011
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The Financial Insider's Annuity Guide
Understanding Annuities and Your Financial Portfolio
By: James Matthew Edwards
Publish Date: June 19, 2013
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Socialnomics
How Social Media Transforms the Way We Live and Do Business
By: Erik Qualman
Publish Date: October 25, 2010
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The Zen of Social Media Marketing
An Easier Way to Build Credibility, Generate Buzz, and Increase Revenue
By: Shama Hyder Kabani and Chris Brogan
Publish Date: March 6, 2012
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Content Rules
How to Create Killer Blogs, Podcasts, Videos, Ebooks, Webinars (and More) That Engage Customers and Ignite Your Business
By: Ann Handley and C. C. Chapman
Publish Date: May 22, 2012
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So You Want to Be an Insurance Agent
A Step-by-step Approach to a Successful Insurance Agency
By: Jeff Hastings
Publish Date: January 30, 2009
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Secrets of Question-Based Selling
How the Most Powerful Tool in Business Can Double Your Sales Results
By: Thomas A. Freese
Publish Date: November 1, 2000
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Zig Ziglar's Secrets of Closing the Sale
By: Zig Ziglar
Publish Date: June 19, 1984
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The Wedge for Financial Services
How to Stop Selling and Start Winning
By: Randy Schwantz
Publish Date: January 16, 2008
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Breaking Through
Building a World-Class Wealth Management Business
By: John J Bowen, Jr. CFP and Patricia J. Abram and Jonathan Powell
Publish Date: June 18, 2008
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Questions Great Financial Advisors Ask... and Investors Need to Know
By: Alan Parisse and David Richman
Publish Date: June 1, 2006
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