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Soft Skills

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  1. Past is Prologue: Timeless Techniques for Financial Advisors in the 21st Century

    Past is Prologue: Timeless Techniques for Financial Advisors in the 21st Century

    Starting at: $70.00

    Learn from the best. Norman Levine is an internationally recognized speaker, trainer, and consultant. He radiates the energy of success that has inspired over half a million people from groups of 10 to 15,000 throughout the U.S. and 23 countries to move beyond the ordinary into excellence in both their professional and personal lives.

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  2. Closing the Gap: A Model for Commercial Underwriting

    Closing the Gap: A Model for Commercial Underwriting

    Starting at: $84.00

    This book explains how analyzing gaps during the underwriting process can lead to better coverage, higher profitability, and better managed accounts.

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  3. RainMaker

    RainMaker

    Starting at: $39.95

    The RainMaker introduces a proven way to find and develop lasting relationships with clients. It will help advisors discover the six critical traits of the Elite 1200, those who consistently make a million dollars a year. Learn the secret to sourcing new affluent clients with this detailed, empirically-derived process that has been developed, refined, and perfected in the trenches.

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  4. The Next Step: Successfully Graduating to Life Insurance Advanced Markets

    The Next Step: Successfully Graduating to Life Insurance Advanced Markets

    $70.00

    Finally, a single, easily readable source from soup to nuts telling you why and how to get into advanced markets. Learn in one reading what it would take you years to figure out on your own.

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  5. The Wedge for Financial Advisors

    The Wedge for Financial Advisors

    Starting at: $70.00

    The Wedge for Financial Advisors offers a powerful, proven technique to distinguish you from the incumbent advisor and help you increase your sales and win new business. It begins with a single truth most clients do not want to be sold, they want to buy.

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  6. Consultative Brokerage: A Value Strategy

    Consultative Brokerage: A Value Strategy

    Starting at: $70.00

    Consultative Brokerage®: A Value Strategy is based on real life production success and client retention. Practical, workable, and highly profitable techniques make this book a must have for any producer, sales manager, seasoned broker, or insurance company professional. Learn More
  7. Growing within the Lines

    Growing within the Lines

    Starting at: $70.00

    A recent survey revealed that 81% of investors with $1 million or more in investible assets plan to pull some or all of their money from their current advisor. Today's challenging economic times present ripe opportunities to acquire new clients. Discover effective ways to market your business while avoiding the myriad of advertising pitfalls and common compliance issues.

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  8. Winning by the Rules: Ethics and Success in the Insurance Profession, 2nd Edition

    Winning by the Rules: Ethics and Success in the Insurance Profession, 2nd Edition

    $26.99

    This fast paced, intriguing book reviews the fundamentals insurance was founded upon - Integrity and Trust. Find out why the first edition sold out so quickly. Let Ken Brownlee walk you through ethics in today's business environment.

     

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  9. The Client Connection: How Advisors Can Build Bridges That Last

    The Client Connection: How Advisors Can Build Bridges That Last

    Starting at: $70.00

    Every financial advisor knows the difficulty of working with clients who are struggling with anxieties, conflicts, fantasies, and fears. With wit and insight, The Client Connection explores psychological issues that financial advisors, attorneys, accounting and insurance professionals, and therapists are likely to encounter.

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  10. The Social Advisor: Social Media Secrets of the Financial Industry

    The Social Advisor: Social Media Secrets of the Financial Industry

    Starting at: $24.99

    Financial Social Media expert Amy McIlwain reveals cutting-edge social media secrets that are rapidly changing the marketing landscape as we know it. Discover how the industry’s elite advisors are leveraging this new form of communication and watching their business soar.

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