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Soft Skills

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  1. Growing within the Lines

    Growing within the Lines

    Starting at: $64.00

    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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  2. 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
  3. The Wedge for Financial Advisors

    The Wedge for Financial Advisors

    Starting at: $64.00

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

    The Next Step: Successfully Graduating to Life Insurance Advanced Markets

    $64.00

    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. 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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  6. 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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  7. 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: $64.00

    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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  8. Ethics & The Sale, 2nd Edition

    Ethics & The Sale, 2nd Edition

    $50.00

    Ethics and The Sale is a guide that leads you through difficult ethical and compliance issues in a conversational style, interspersing humorous reference and quotations from famous authors.  There is a discussion of these issues at each stage of the sales process, including prospecting, recommending a policy to the client, rebating and replacement, and self-disclosure. 

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  9. From Worksite Marketing to Website Marketing

    From Worksite Marketing to Website Marketing

    $55.00

    Capitalize from modern marketing methods proven to penetrate, influence, and win the shifting voluntary benefits market.  Learn dozens of proven approaches that help capture your share of this vastly underserved, growing market. 

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  10. Service First!

    Service First!

    $73.00

    Service First! offers proven tips on enhancing the skills of insurance service personnel.  Leading expert Karen Flaherty charts a clear path to improved service and success by addressing the most common issues face today.

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