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clickfunnels for financial advisors: The Entrepreneur Evangelist Bryan Dulaney, 2021-09-15 Sometimes you have to die in order to live. Big Brother Night. A fraternity pledge. Hazing. Alcohol overindulgence. Blacking out. A traumatic head injury. These are all the things that led up to Bryan Dulaney being dropped off on the sidewalk at the emergency room, and left for dead by strangers from the fraternity house when he was a minor. At .40 you are dead. Bryan's blood alcohol level that night was .39. The doctors knew Bryan should have been dead, but God had much bigger plans and a purpose for Bryan Dulaney. When you're in the darkness, keep walking and you will get to the light. The author went through the darkest period of his life and transformed it into a brand new life filled with more meaning and a bigger purpose than even he could see at the time. When Bryan Dulaney left the hospital that miraculous day in 2003, he serendipitously saw a sign on the road that read: God has a plan and purpose for your life. That was the sign he needed to completely change his life and start his joinery of total transformation, starting with his mind, body, and spirit. Not only did Bryan's physical body die that night, but many areas of his life as he knew it had to die in order for him to be reborn and become what he was created to be and reach his full potential. What had to die? His relationships His community His geography The unforgiveness he was holding against his father and himself His business His school His lifestyle As everything was dying, Bryan Dulaney was learning how to live anew. Bryan Dulaney changed the direction of his life and began to share his personal story with others as well as help others share their own stories. He did that through his business, The Perfect Funnel System(TM), and became the Top 1% of all marketers and funnels experts in the world according to Tony Robbins, the world's #1 motivational coach on helping people unlock their full potential in seconds instead of years. Bryan didn't do it alone. He turned to God every step of the way so he could stay focused and on purpose. Since then he's been on a mission to help people share their own stories and wisdom so they can increase their impact, influence, and income through is proprietary systems. If you're ready to die to the old and transform your life, to stop living in the safe zone, to let go of what isn't serving you so you can live your God-given purpose instead of one of regret and fear, then click the BUY NOW button and let's take this journey together. |
clickfunnels for financial advisors: The Ultimate Financial Advisor Marketing System Seth Greene, 2019-11-08 Attention Financial Advisors, RIA's, and Insurance Agents: Are you sick of not getting the referrals you deserve from your very own clients? What about from accountants, attorney's, and other professional centers of influence? Are you tired of lackluster seminar results? Decreasing response rates? Fewer show ups, fewer appointments and less production? Are you fed up with not being able to breakthrough to the next level of production? There is a better way and it's in this book!Seth Greene has been helping financial professionals like you break through to new levels of production since 2007. Discover his top 18 secrets of top producing financial service professionals and apply them to your practice today! Seth Greene is the nation's foremost authority on growing your financial services practice with direct response marketing.Seth is the co-host of the Sharkpreneur podcast with Shark Tank's Kevin Harrington, named by Nasdaq as one of the Top 10 Podcasts to listen to in 2019. He is the founder of the direct response marketing firm www.MarketDominationllc.com. Seth is a seven-time best-selling author who has been interviewed on NBC news, CBS news, Forbes, Inc, CBS Money watch and many more. |
clickfunnels for financial advisors: Traffic Secrets Russell Brunson, 2023-07-25 Master the evergreen traffic strategies to fill your website and funnels with your dream customers in this timeless book from the $100M entrepreneur and co-founder of the software company ClickFunnels. The biggest problem that most entrepreneurs have isn't creating an amazing product or service; it's getting their future customers to discover that they even exist. Every year, tens of thousands of businesses start and fail because the entrepreneurs don't understand this one essential skill: the art and science of getting traffic (or people) to find you. And that is a tragedy. Traffic Secrets was written to help you get your message out to the world about your products and services. I strongly believe that entrepreneurs are the only people on earth who can actually change the world. It won't happen in government, and I don't think it will happen in schools. It'll happen because of entrepreneurs like you, who are crazy enough to build products and services that will actually change the world. It'll happen because we are crazy enough to risk everything to try and make that dream become a reality. To all the entrepreneurs who fail in their first year of business, what a tragedy it is when the one thing they risked everything for never fully gets to see the light of day. Waiting for people to come to you is not a strategy. Understanding exactly WHO your dream customer is, discovering where they're congregating, and throwing out the hooks that will grab their attention to pull them into your funnels (where you can tell them a story and make them an offer) is the strategy. That's the big secret. Traffic is just people. This book will help you find YOUR people, so you can focus on changing their world with the products and services that you sell. |
clickfunnels for financial advisors: Achieving Balance Dr Travis G Parry, 2021-03-02 What is Work/Life Balance, and is it even achievable anymore? The old notion of somehow being able to stay balanced in both areas of life all the time creates more workaholics than it does to help them, especially as a financial advisor. I know from personal experience the chaos of running your own schedule and the struggle it is for financial advisors and even more difficult managing your own firm. After a major life-changing event, I gave up on my band-aid time management hacks and discovered a system to keep a healthy balance between building a practice and enjoying life outside of it. After more than a decade of research and experience with clients, I created the Make Time Method(TM) to help other advisors. In this book, we will debunk the 3 Myths of Balance and explain the keys to actually achieving it. |
clickfunnels for financial advisors: The Sales Funnel Book Nathan Williams, 2016-11-01 Coming Soon! |
clickfunnels for financial advisors: Network Marketing Secrets Russell Brunson, 2018-02-14 The Hidden Funnel Strategy... That Easily Attracts The RIGHT People, Who Are SO SUPER INTERESTED In What You're Selling, They Actually Raise Their Hands And Ask You To Sign Them Up!This book will take you behind the scenes of the three funnels that have built 99% of ALL successful network marketing companies, and show you how to replicate them online with simple sales funnels. You'll be able to plug your network marketing opportunity into these funnels within just a few minutes. I'll also tell you the one step that everyone forgets. Miss this step and your funnels will never gain the momentum you need to be a top earner. Ready? Good. Me too! |
clickfunnels for financial advisors: Publish. Promote. Profit. Kosberg, 2018-07-31 In 2008, Rob Kosberg faced the biggest business test of his life. Like many others he had to start over after the financial crisis and build a business in the worst economy of our generation. He did this with his own bestselling book and has gone on to help thousands of other authors to replicate his success. In Publish. Promote. Profit. he tells you exactly how they are doing it. How some clients are earning over $100,000 per month with their books, getting booked on massive stages, getting press and media on demand and becoming the hunted in their industries. Publish. Promote. Profit. explains the current self-publishing environment and covers the ins and outs of what it means to be an author, expert and thought leader in your field. Far beyond how to self publish or book marketing Publish. Promote. Profit. explains how to create compelling content quickly and become a true bestselling author even if you have no list, no following and no platform. It contains many real life examples and case studies of the successful systems his authors are using to attract an endless flow of leads, clients, speaking opportunities and media. Praise for Rob Kosberg and Publish. Promote. Profit. I first met Rob and Best Seller Publishing 3 years ago when I was looking for a publisher and marketing expert for my book anthology series, Put a Shark in your Tank. Rob became a friend, trusted adviser and later a partner with me on our new book series. The strategies and tactics Rob teaches in this book are truly cutting edge and what's working right now with him and his clients, including me. Rob outlines the strategies necessary to not just have great content but to get your content into the hands of your ideal client and build yourself a platform and legacy with it. In this book Rob shows you how to go from hunting for clients to being The Hunted. I am thrilled to see this content get into the hands of those with a message that the world needs to hear. As I was once told I now tell you. It's time to leave the shadows and make an impact with your message. Here's to building your legacy. - KEVIN HARRINGTON Inventor of the Infomercial and original Shark on ABC's Shark Tank Rob has a system that works, he takes a personal interest in his authors and to me it is a one stop shop that was a savings of time, energy and money and also helped move this project forward in a very efficient way. My thanks go out to Rob and BSP because they did help make my book a BEST SELLER. - DELANO LEWIS Former U.S. Ambassador to South Africa, Best Selling Author of It All Begins With Self Section One: Publish S'mores Anyone? (Laying the Foundation of a great book) Lions, Tigers, and Bears? No-Titles, Subtitles, and Contents: Now That's Scary The Problem with Writing Is the Writing Section Two: Promote Rocket Man (or Woman) Book Launch Success The 800-Pound Gorilla Launch Party - How to Launch Your Book to Success Section Three: Profit Fiesta (Birthday) Time - How To Really Make A Profit With Your Book Options, Options, and More Options - Examples of Clients Successes The Power of Speaking - How To Use Your Book To Get Speaking Engagements Media Fame, Shall We? - How To Use Your Book To Get Media The Lifeblood of Business - Generate Leads With Your Book |
clickfunnels for financial advisors: The 10X Rule Grant Cardone, 2011-04-26 Achieve Massive Action results and accomplish your business dreams! While most people operate with only three degrees of action-no action, retreat, or normal action-if you're after big goals, you don't want to settle for the ordinary. To reach the next level, you must understand the coveted 4th degree of action. This 4th degree, also know as the 10 X Rule, is that level of action that guarantees companies and individuals realize their goals and dreams. The 10 X Rule unveils the principle of Massive Action, allowing you to blast through business clichŽs and risk-aversion while taking concrete steps to reach your dreams. It also demonstrates why people get stuck in the first three actions and how to move into making the 10X Rule a discipline. Find out exactly where to start, what to do, and how to follow up each action you take with more action to achieve Massive Action results. Learn the Estimation of Effort calculation to ensure you exceed your targets Make the Fourth Degree a way of life and defy mediocrity Discover the time management myth Get the exact reasons why people fail and others succeed Know the exact formula to solve problems Extreme success is by definition outside the realm of normal action. Instead of behaving like everybody else and settling for average results, take Massive Action with The 10 X Rule, remove luck and chance from your business equation, and lock in massive success. |
clickfunnels for financial advisors: Dotcom Secrets Russell Brunson, 2020-04-07 Master the science of funnel building to grow your company online with sales funnels in this updated edition from the $100M entrepreneur and co-founder of the software company ClickFunnels. DotCom Secrets is not just another how-to book on internet marketing. This book is not about getting more traffic to your website--yet the secrets you'll learn will help you to get exponentially more traffic than ever before. This book is not about increasing your conversions--yet these secrets will increase your conversions more than any headline tweak or split test you could ever hope to make. Low traffic or low conversion rates are symptoms of a much greater problem that's a little harder to see (that's the bad news), but a lot easier to fix (that's the good news). What most businesses really have is a funnel problem. Your funnel is the online process that you take your potential customers through to turn them into actual customers. Everyone has a funnel (even if they don't realize it), and yours is either bringing more customers to you, or repelling them. In this updated edition, Russell Brunson, CEO and co-founder of the multimillion-dollar software company ClickFunnels, reveals his greatest secrets to generating leads and selling products and services after running tens of thousands of his own split tests. Stop repelling potential customers. Implement these processes, funnels, frameworks, and scripts now so you can fix your funnel, turn it into the most profitable member of your team, and grow your company online. |
clickfunnels for financial advisors: Ecommerce Empire Peter Pru, 2021-12-26 |
clickfunnels for financial advisors: Enough? Paul D Armson, 2016-04-30 How much money do you really need for the rest of your life?Research shows that the majority of people have no idea where they are heading financially, or if they going to run out of money? Or die with too much? What we all need to know is: How much is ENOUGH? This book helps you discover how much is enough - for YOU. |
clickfunnels for financial advisors: Expert Secrets Russell Brunson, 2022-08-09 Master the art of what to say in your funnels to convert your online visitors into lifelong customers in this updated edition from the $100M entrepreneur and co-founder of the software company ClickFunnels. Your business is a calling. You’ve been called to serve a group of people with the products, services, and offers that you’ve created. The impact that the right message can have on someone at the right time in their life is immeasurable. Your message could help to save marriages, repair families, change someone’s health, grow a company, or more. . . . But only if you know how to get it into the hands of the people whose lives you have been called to change. By positioning yourself as an expert and telling your story in a way that gets people to move, you will be able to guide people through your value ladder, offer solutions to their problems, and give them the results they are looking for. This is how you change the lives of your customers, and this is how you grow your company. In this updated edition of Expert Secrets, Russell Brunson, CEO and co-founder of the multimillion-dollar software company ClickFunnels, gives you the step-by-step strategies you need to turn your expertise into a carefully crafted sales message that will attract your dream customers. Don’t hide inside your business. Implement these story selling techniques now so you can find your voice and gain the confidence to become a leader, build a movement of people whose lives you can change, and make this calling a career. |
clickfunnels for financial advisors: Your American Legacy Stan Miller, 2019-05-15 Your legacy is more than your money and property. In this book, you'll discover powerful strategies to leave future generations the knowledge to build a successful life, including family stories, traditions, heirlooms, life lessons, and your own experiences. This book is the vision of a community of individuals who desire to preserve and pass on their legacy, fusing financial, legal, and legacy planning into a movement of positive cultural transformation. |
clickfunnels for financial advisors: Brand New Gestalten, 2021-04-14 How can small businesses make huge impacts? If a picture speaks a thousand words, branding is the tool to shine in a sea of thousands of competitors. This title presents the best branding for small, traditional businesses from the last years. Collecting the best in class examples, it shows how well-curated, holistic branding can take a butchers, bookstore, bakery or even a physiotherapist from one of the pile to one in a million. No matter if you're launching a new venture or giving your business a makeover, creativity is the biggest asset to do more with less and creating an everlasting imprint in the client. Small budgets, sustainable approaches, and hyperlocal inspirations are behind the most successful projects of the last years. This book is your tool to stand out. |
clickfunnels for financial advisors: Multiple Streams of Income Robert G. Allen, 2011-01-19 In Multiple Streams of Income, bestselling author Robert Allen presents ten revolutionary new methods for generating over $100,000 a year—on a part-time basis, working from your home, using little or none of your own money. For this book, Allen researched hundreds of income-producing opportunities and narrowed them down to ten surefire moneymakers anyone can profit from. This revised edition includes a new chapter on a cutting-edge investing technique. |
clickfunnels for financial advisors: Sell Like Crazy Sabri Suby, 2019-01-30 In this groundbreaking book, Sabri Suby, the founder of Australia's #1 fastest growing digital marketing agency, reveals his exclusive step-by-step formula for growing the sales of any business, in any market or niche! The 8 phase 'secret selling system' detailed in this book has been deployed in over 167 industries and is responsible for generating over $400 million dollars in sales. This isn't like any business or marketing book you've ever read. There's no fluff or filler - just battle-hardened tactics that are working right now to rapidly grow sales. Use these timeless principles to rapidly and dramatically grow the sales for your business and crush your competition into a fine powder. |
clickfunnels for financial advisors: Things the Rich Don't Want You to Know: A Guidebook for People Who Are Worth Over $1,000,000 Noah Kagan, 2019-03-18 You found the right place: this book is written for you if you make over $100,000 and want ways to reduce your taxes, save more money in general and make more. It's exactly the book I wish I had a few years ago.When I made my first million dollars, I waited around for an award ceremony that never happened. At that point I started looking around for books, websites, podcasts, or videos to shed light on what do rich people do to reduce their taxable income use their money to make even more, and how to save more money now that I'm earning a lot more.But I was shocked to find that there was nothing around. There were a shit ton of stories about how to start a business, how to make $1,000 a month, seven habits for manifesting money-but what about the guys and girls who actually have a little bit? Stumped, I bent over and paid my taxes like a good citizen.But I knew the super rich understood something I didn't. They had the bible of rich shit you do when you have bookoo bucks. I wanted in.Here are a few examples of what they were doing: - Donald Trump has saved $100 million+ from doing land easements- Most yacht owners expense 50%+ or more from their boat by moving into a charter- Mitt Romney used the IDGT to minimize his $100 million estate taxes.How do they do it? Answering that question became my mission: to uncover what super rich people are doing that us commoners don't know about, so we can take power back for ourselves.But there wasn't a central repository of this knowledge. So many financial advisors were poor; they gave out information, but hardly any of them followed those strategies themselves. Furthermore, when they did give me advice or when I found suggestions in blog posts, it was unclear how these things actually worked.So I kept asking around to find out what others they did, and took notes. I've interviewed lots of millionaires, wealth managers, and tax strategists to figure out what to do with my own money, and here I'm sharing it with you. Everything in this book is a validated strategy for high earners that I've personally used or talked with someone directly who's done it for themself. |
clickfunnels for financial advisors: Copywriting Secrets Jim Edwards, 2023-06-06 What if you could sell anything to anyone? Nobody is born knowing how to sell. But the truth is, you can learn how to sell more . . . a LOT more . . . when you discover the right words that make people buy. Copywriting is selling. Whether online, offline, in video, direct mail, on Facebook, or from the stage, copywriting is how you put words together that make people click, call, or pull out their wallets and buy from you. Whether you're a coach, author, funnel hacker, e-commerce seller, or real estate agent, your ability to create sales copy that drives people to buy determines your paycheck, your lifestyle, and your family's future. In the fast-paced, attention-starved, social media-driven world of business today, two facts about your ability to create sales messages (copywriting) stand out: Fact #1: Great Copywriting = Incredible lifestyle, plenty of money, and freedom! Fact #2: Poor Copywriting = Struggle forever and die poor! Putting The Right Words On Paper And Online Is The Single Most Profitable Skill Everyone Can Learn. This book teaches you street-smart copywriting, which means this book teaches youhow to get results today. (Because we all need to make more sales today . . . not tomorrow, not next week!) If you've tried to write ads, emails, and sales letters for your business before and failed, this book is for you. If you need to make more sales -- no matter what you sell or who you sell it to -- this book is for you. Bottom Line: If you want to make a lot more money, have a lot more time off, and enjoy a lot more freedom, this book is for you . . . especially if you're not making as many sales as you want to right now. |
clickfunnels for financial advisors: No B.S. Guide to Selling Your Company for Top Dollar Dan S. Kennedy, David Melrose, 2025-01-07 Join Dan Kennedy and David Melrose for a no-nonsense dive into building businesses that SELL BIG. In this brand new addition to the No B.S. series, you'll learn how to build a business that you can sell for maximum wealth. Every business owner dreams of pursuing a successful, top-dollar exit that'll get them a 7- to 8- figure payday, but few ever achieve it. Those who do manage to sell their business are often bogged down by ruthless investment firms, BS valuation formulas, or their own poor business practices and systems. These stop business owners from getting the maximum amount of wealth that they can from their businesses. DON'T BE ONE OF THEM! Luckily, business experts and sellers themselves, Dan Kennedy and David Melrose have the antidote. You'll discover: Who the potential buyers are for your business and how to tap into a whole new market primed to buy How to set up a business that is BUILT TO SELL, with your future exit strategy always in mind How to sell Blue Sky and ditch the traditional valuation formula to achieve the biggest payday possible Ways to negotiate with potential buyers and survive the Deal-Killers How to live life and set yourself up for success after the sale Plus, real interviews with company owners who successfully sold their companies to achieve top-dollar exits If you own or are even thinking about starting a business and want to achieve real wealth, then you can't afford not to read this book! |
clickfunnels for financial advisors: The Sticking Point Solution Jay Abraham, 2010-06 Businesses can plateau, stall, OR stagnatewithout the owners or key executives even realizing it. A business might be achieving incremental year-on-year growth and yet still be in a situation of stagnation or stall. Why? Because entrepreneurs and ... |
clickfunnels for financial advisors: Making Websites Win Karl Blanks, Ben Jesson, 2017-10-17 Most websites lose. Almost all of them. Many never make a profit. Others are successful at first, and then get crushed by competitors. This book is about how to buck the trend--to make websites that customers love and that are outrageously profitable. The methodology is based on the authors' award-winning work growing many of the world's biggest web companies--plus hundreds of smaller, market-leading companies in over eighty different industries. In this book, you'll get What successful web businesses do differently (and others get wrong) How to easily identify your website's biggest opportunities A treasure trove of proven solutions for growing businesses Discover how to grow your profits--by making winning websites that people love. |
clickfunnels for financial advisors: Mission One Million Merle Gilley, Steve Burton, 2018-04-24 Americans are in debt; they don't know what to do about it so they continue to spend. Mission One Million is a program to help everyone in America get out of debt and use the surplus cash to create wealth. |
clickfunnels for financial advisors: The Corporate Gardener Paul G. Allman, 2011-02 Mr. Allman has written his book utilizing the power and simplicity of a good story designed to be very informative yet easy to read addressing the following issues: CHANGING WORK DEMOGRAPHICS As the experience of seasoned managers begins to disappear from corporate America, the objective is to provide a useful tool to encourage in-depth exploration of management theories. Written with a market focus of first time managers, this book could also be used as an excellent refresher for more experienced managers struggling with mentoring less experienced staff members. ECONOMY Predictions of our current economy indicate years of continued financial challenges. Corporations will focus more and more on cost-cutting measures, improvement and efficiency efforts reminiscent of the last similar economic cycle beginning in the early 1990's. EFFECTIVE WORK TEAMS Cooperation, timely communication, efficient processes and on-going skill development are key components of successful organizations. The focus of corporations has become how to maximize employee contributions and minimize unnecessary constraints on productivity. |
clickfunnels for financial advisors: Seven Figure Firm Erin Botsford, 2024-05-21 Turn Your Financial Services Practice Into a Growing Business New Systems. 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. Proven Strategies. Botsford, an experienced financial advisor and business owner, will show you how to- -Develop Effective Prospecting and Marketing Methods -Create Your Brand -Recruit and Build a Team -Use Systems and Processes to Create Raving Fans -Win Over Clients with Psychology and Personal Discipline Better Mindset. By learning from Botsford's experience and following her in-depth process, you will have a solid path to a successful seven-figure firm. |
clickfunnels for financial advisors: The New Law Business Model Ali Katz, 2021-01-12 You became a lawyer to help people and have a great life. Instead, you're working insane hours, not making the money you had hoped, and are not fulfilled by your life as a lawyer. Ali Katz was struggling with the same issues while also being a single mom who needed control of her calendar. When she saw major flaws in the way lawyers, like herself, were taught to serve families and small business owners, she decided to do something about it. Ali developed a new way to practice law-one that puts relationships before transactions. And while that made her happy, the icing on the cake was that she started generating over $1 million annually in just three years, all while going to her office just three days a week. Now, Ali brings this knowledge and experience to bear in The New Law Business Model. If you're a lawyer, there's no need to abandon your dreams. In this book, Ali shows how to use your most valuable asset-your law degree-for the good of families, small businesses, and most importantly, your well-being. Pulling from her own journey, Ali shares the roadmap she followed and insights she found that made her success possible. The old law business model is broken. It's time to replace it with one that works for you, your family, and your clients. It's time to take back your time, your income, and your humanity. The New Law Business Model was created to guide inspired lawyers like you into a new era. |
clickfunnels for financial advisors: FairPay Richard Reisman, 2016-09-16 Businesses recognize the need to become more customer focused, but struggle to see how. At the same time, our logic and business models for selling digital content and services are broken. Digital relationships enable services at low cost, but we still focus on discrete transactions at prices that consumers see as exploitive. This book explains how a revolutionary approach to pricing can solve these problems. It proposes a new architecture for cooperative service relationships that is personalized and continuously adaptive. FairPay operationalizes a new logic for conducting ongoing business relationships that adaptively seek win-win value propositions in which price reflects value. At a practical level, the author explains how this can be applied to transform a range of industries -- with motivations, and guidelines for implementation in stages -- to enhance loyalty, market share, and profits. At a conceptual level, he explores how novel processes for participative co-pricing can dynamically seek agreement on win-win value propositions -- to approach optimal price discrimination over a series of transactions. FairPay applies modern behavioral economics in choice architectures that enable deep relationship marketing. An online supplement is provided. |
clickfunnels for financial advisors: The Sustainable Edge Ron Carson, Scott Ford, 2016-01-19 NEW YORK TIMES BESTSELLER! The Sustainable Edge: Fifteen Minutes a Week to a Richer Entrepreneurial Life was written for business owners who are seeking a fuller, more rewarding work-life balance. In this easy-to-reference, practical guide authors and entrepreneurs Ron Carson and Scott Ford share personal anecdotes to their own career successes. Each chapter is designed to inspire entrepreneurs to define and sustain a competitive edge in the complex, fast-changing world of business. Relying on insights and proprietary tools based on decades of experience, the authors teach you how to achieve your goals across four key areas: your business, your teams, your clients, and your personal lives. In this book you will learn the authors’ trademarked Business Implementation Quotient (IQ) Grower process that appears in the form of end-of-chapter exercises. These easy-to-perform exercises can be completed in as little as 15 minutes per week to help your company boost its own Business IQ. This work is an important read for entrepreneurs in search of achieving the sustainable edge in their careers and their lives. |
clickfunnels for financial advisors: Live Richer Academy Notebook Tiffany Aliche, 2016-06-07 The LIVE RICHER Academy is a membership site that hosts a series of courses designed to help you take your finances and life to the next level.This is an awesome tool specifically designed to help Dream Builders (Academy members) like you, make the most out of the Academy.The sections of the notebook correspond with the sections of the Academy. I've also included motivational messages throughout the book to help keep you motivated while on your journey.This tool will keep you engaged, organized and inspired. Live richer,Tiffany The Budgetnista Aliche |
clickfunnels for financial advisors: Invest Diva’s Guide to Making Money in Forex: How to Profit in the World’s Largest Market Kiana Danial, 2013-07-05 Q: Ladies, Do YOU Have What It Takes To Become A Forex Diva? A: Yes, You Do. With this incredible new step-by-step guide, investing pro and TV personality Kiana Danial shows you exactly how to understand and take advantage of foreign currency trading. Years ago, the author discovered that women in Japan were making a fortune trading currencies on the foreign exchange (forex) market. These ladies were not investment professionals or financial wizards; they were ordinary individuals who simply learned how the online currency exchange market works--and mastered it. Now you can do the same. In fact, you're about to see just how easy it can be to trade on the largest and most liquid financial market in the world. Kiana Danial spent years studying the habits of investors and discovered that women frequently make smarter, wiser, and less-risky investment choices than their male counterparts. This is precisely why she founded InvestDiva.com--the woman's guide to smart, safe, and profitable trading. By tapping into women's intuitive knack for multitasking and risk management, the author demonstrates why a woman's natural skill sets make her uniquely equipped to reap the enormous rewards of this extremely lucrative field. Invest Diva will show you: How the global currency market works Why social, political, and cultural events shape trading The smartest short- and long-term strategies Best practices for navigating the economic calendar Plus, you'll learn how to identify investment opportunities and spot trends using the five points of the Invest Diva Diamond: * Technical Analysis * Fundamental Analysis * Sentimental Analysis * Capital Analysis * Overall Analysis From her popular blog to her worldwide TV and web presence, Danial has become famous for making complex topics fun and easy to understand via simple, everyday analogies. With Invest Diva, she shows women everywhere the stress-free way to trade currencies--without ever leaving home. What the Boys of Wall Street don't want you to know . . . After years of studying the principles of the foreign currency exchange market, financial expert and financial correspondent Kiana Danial gets to the bottom of today's most curious investment phenomenon: Why are women suddenly making a fortune trading currencies? The answer is inside this book, along with a roadmap designed to show you how and why forex can work for you. Kiana Danial breaks down a sophisticated foreign exchange market with memorable analogies that can help the most financially illiterate person understand and gain passion in following the markets the way Ms. Danial does. -- FAN YANG, CMT, CEO, FXTimes.com A must-read if you're considering trading any market or need to know more about trading the forex market. Kiana is an experienced market analyst and a gifted communicator whose book confirms what a lot of men are coming to realize--that women have an edge in trading because they understand the value of analyzing and planning before they risk their time and money. -- JAY NORRIS, founder, Trading University, and author of Mastering the Currency Market and Mastering Trade Selection and Management |
clickfunnels for financial advisors: Marketing for Financial Advisors (PB) Eric T. Bradlow, Keith E. Niedermeier, Patti Williams, 2009-03-22 To financial advisors who ask, “Who has the time and money for marketing?” the authors have an important piece of advice: Treat your practice like a small business, or you will be put out of business. In an economy in flux, prospective clients are hesitant to put their financial future in the hands of just anyone. This is where Marketing for Financial Advisors comes in. The definitive marketing book designed specifically for financial advisors, it provides all the basic marketing skills you need to attract high-net-worth clients quicker and in greater numbers than ever. Putting the authors’ proven techniques to use, you can immediately build your client base by: Establishing brand and reputational awareness Developing a differentiated value proposition Creating a “word-of-mouth” army Understanding your clients’ psychology Focusing on a niche segment of clients Building a sophisticated marketing campaign Writing an effective marketing plan Determining the ROI of your marketing spend Faculty members of the Wharton School’s marketing department, the authors base much of their advice on a study of more than 800 financial advisors. Throughout the text, proven marketing approaches are combined with real-world insights from these successful advisors. Marketing for Financial Advisors opens the door to an entirely new perspective on your business. You will begin to view yourself as an entrepreneur and understand that an investment in marketing is an investment in the future of your business. Whether you already run a successful financial advisory firm or plan to start one, you must build customer relationships through marketing if you want to survive and profit for years to come. Take your first steps as a small-business entrepreneur using Marketing for Financial Advisors as your guide. |
clickfunnels for financial advisors: Build an Empire Elena Cardone, 2018-11-06 Why you must envision, create and defend your personal empire.Advise for business, life and love. |
clickfunnels for financial advisors: Growing Your Business! Mark LeBlanc, 2003-12 A book you can read in an hour, and get ideas you can use for a lifetime! The old expression about good things coming in small packages definitely holds true in Growing Your Business!.. Nationally acclaimed small business expert, Mark LeBlanc, offers insights you can put to use immediately if you're serious about making more money in your business. |
clickfunnels for financial advisors: The Retirement Dreammaker Matthew Jackson, 2018-02-02 What you'll get out of the Retirement Dreammaker: Discover how you can make your retirement a personal revolution with a practical path to transform retirement into an evolution of the new you.Financial tools and strategies to give you the security you need not just to survive, but to thrive in pursuing your evolution and passion.Help you to understand why Wall Street is targeting your retirement to fulfill their needs before yours and what to do about it.How to overcome the anxiety and depression commonly experienced by retirees through reinventing a new daily routine which supports greater personal growth.How you can leverage the triangle of success to experience greater fulfillment and security.Empower you to find the right professionals who will help you solidify the financial foundation that will give you the permission to stop worrying about more and start living the dreams you delayed for years.Step-by-step guide & easy actionable plans at the end of every key chapter to help you reflect, develop and execute the evolution of your retirement. |
clickfunnels for financial advisors: Investing in Cryptocurrency For Dummies Kiana Danial, 2023-08-29 Unlock the mysteries of cryptocurrency investing Investing In Cryptocurrency For Dummies gives you detailed information and the expert advice you need to successfully add cryptocurrency to your investment portfolio. If you’re interested in making money in the unregulated cryptocurrency markets, this is the guide for you. You’ll learn how to buy and sell digital currencies, profiting from price fluctuations regardless of the market environment. You’ll also gain the knowledge you need to make smart long-term investments in crypto. Real-world examples show you how to maximize your profit potential and avoid common pitfalls. Figure out what cryptocurrency is and learn the ins and outs of the crypto market Learn how to buy and sell digital currencies Understand cryptocurrency wallets and why you need one Make smart trades for the long and medium term Incorporate cryptocurrency into a broader strategy for a diversified portfolio Investing In Cryptocurrency For Dummies is a great resource, whether you’re a curious newbie who has countless crypto questions or an experienced investor who wants to expand their crypto strategy. |
clickfunnels for financial advisors: If You Can William J. Bernstein, 2014-07-16 William J. Bernstein promises to lay out an investment strategy that any seven year old could understand and will take just 15 minutes of work per year. He also promises it will beat 90% of finance professionals in the long run, but still make you a millionaire over time. Bernstein is addressing young Americans just embarking on their working careers. Bernstein advocates saving 15% of one's salary starting no later than age 25 into tax-sheltered savings plans (IRA or 401(k) in the U.S., RRSPs or Registered Pension Plans in Canada), and divvying up the money into just three mutual funds: a U.S. total stock market index fund, an international stock market index fund and a U.S. total bond market index fund. For millennials, saving 15% of salary is the financial equivalent of dying, which is why Bernstein titles his document 'IF you can.' |
clickfunnels for financial advisors: The One Week Budget Tiffany Aliche, 2011-01-12 Hate paying bills? So do I, and that's why I stopped! What if I told you that I haven't paid a bill in almost six years! Do you want to know how I did it? With the help of Bella the Budgetnista, featured in this book, we will teach you what I took years to learn. The One Week Budget is for anyone that wants to manage their day-to-day money without the day-to-day trouble. Does this sound like you? What are you waiting for? Read the book! Tiffany The Budgetnista Aliche |
clickfunnels for financial advisors: Bitcoin for Everyone Jordan Fried, 2022-03-22 Learn How to Go From a Bitcoin Skeptic to a BlockchainMillionaire Written by Multi-Billion Dollar Crypto Founder and Serial Entrepreneur Jordan Fried, current CEO of Immutable Holdings! Jordan Fried, who has built some of the most valuable crypto companies in the world today and helped thousands of people get exposure to blockchain assets, pulls back the curtain to help you build wealth quickly and securely. In this book you will learn how to not only take advantage of the wealth-building opportunities afforded by Bitcoin and blockchain technology, but also implement a long-term financial strategy to secure your future for yourself and your family. In these pages, written in plain English and dressed up with exciting entrepreneurial stories, you will discover... - How to build Bitcoin into your investment portfolio in a way that is easy to understand - Strategies from the world's most successful crypto founders and investors that you can model right away - How a simple process of investing regularly over time can yield outsize returns - The most common objections to investing in Bitcoin, and how you can profit while others worry - ...and so much more No matter where you're starting, how your financial picture looks today, or what your educational background, Bitcoin For Everyone will faithfully guide you into the profitable world of blockchain technology. |
clickfunnels for financial advisors: A Life with Health Aimee Tariq, 2017-09 |
clickfunnels for financial advisors: Brave Thinking Mary Morrissey, 2015-01-20 BRAVE THINKING is the culmination of more than 40 years of study, and 30 years of teaching this technology of transformation. People struggle with relationships. They struggle with money. They struggle with health. I’ve been coaching first as a minister, then for the last decade as a trainer outside the church world. But teaching, studying, and working in this laboratory called life. I’ve been both a student, and I’ve been a trainer in this laboratory, helping people unlock what it is they would love to have, be, do, give in their life. And helping them understand their capacity to do this. To use brave thinking and tap into the field of infinite possibility, potentiality, and work with a particular dream vision for their lives, so they can begin to see the pattern. Because once you see the pattern of how thoughts become things and how you can take what looks like very little and translate it into something much more – it’s as different as moving from simple addition to squaring in math. When you are working with simple addition, the only way to get to 25 is you must amass 25 ones. When you learn to multiply you find that you only need two 5’s to get to that same result. It takes way less effort and you have way more results. And when you move up the ladder of awareness a little bit further, you see you only need one 5. Brave Thinking will help people recognize that they have everything they need to live a life they love living, and a life that really has meaning and purpose and substance and significance. And I know how to do that. I know how to help them. BRAVE THINKING provides the code to a very different kind of thinking. Either one opens the doors to a potential that is something we are in love with, or something we fear. The purpose of this book is to provide very concrete direct clear simple understandings. Such as the world was flat or other kinds of commonplace thinking and help them recognize how much of that has governed their lives or the lives of people they know. It will show examples of people who dared to think beyond the boundaries of ordinary thinking and who dared to learn a new system of thinking. Rather than being condition based in a way of living life, they began to live a life that is vision-driven. And they came from a vision rather than living from circumstance. Most people think that when the circumstances change, ¡§then I can make a new decision, “then I can have something” “then I can be something,” “then I can do something.” What if it’s just the opposite? When you watch your television, and there are other common examples we’ll use, when you turn on a TV, the picture you are seeing comes from the frequency that your tuner is tuned to. And when you go to a movie theater, the dancing images on the screen are simply reflections of the light passing through the film that’s held before the projector. |
clickfunnels for financial advisors: Turn-Key Secrets Andrea K Bullard, 2020-10 In Turn-Key Secrets, the author Andrea Bullard divulges the 4 essential Pillars to building a multi-million dollar Wealth Management practice. She shares strategies to substantially reduce work hours and related stress and at the same time significantly increase net income.The difference between success and failure of a Wealth Management firm can be distilled down to the effectiveness of the business model. Andrea will reveal why certain business models are more stressful and at the same time less effective while others will enable you to earn more in far less time. Andrea has an extensive track record of helping thousands of Financial Advisors work smarter. One of her innovations is how to create a Prospecting Concierge Team that generates prospects while providing high level customer service. In Turn-Key Secrets Andrea brings to light the significant elements of a business Vision; building your A team; the Turn-Key Systems that provide repeatable business processes; and how to provide inspirational leadership to increase productivity and create ownership of the team goals. In sum, Turn-Key Secrets is a must-read for every Wealth Manager that aspires to transform their practice into a multi-million dollar enterprise while delivering concierge service to each and every client. |
The ClickFunnels Dream Cheat Sheet Shortcut To Success
Day 1: Setting up your Clickfunnels account. STEP 1: If you haven’t already started your 14-day free trial of Clickfunnels, you should do so, this will be what we use on a day-to-day basis to …
Top client event ideas for financial advisors - Putnam …
Consider these top client seminar ideas to help financial advisors accumulate new assets and retain current clients. Just as physicians utilize “telemedicine” to see patients, advisors can …
Financial Services Practice - McKinsey & Company
Pioneering banks and wealth manage-ment firms around the world are taking a novel, centralized approach that offers high-quality personal financial advice for clients without a local advisor or …
Les stratégies marketing de ClickFunnels - Vie de Dingue
Ensemble, ils créèrent Clickfunnels, une entreprise qui deviendrait un succès retentissant. Nous allons découvrir dans la suite de ce document, comment ces trois hommes ont réussi à créer …
Client Questionnaire - The Financial Advisors
The Financial Advisors, LLC Client Questionnaire 2 Financial Information: To effectively advise you on financial decisions and make the best use of meeting time, we will need complete …
GUIDE TO THE 7-STEP FINANCIAL PLANNING PROCESS - CFP …
CFP Board developed this Guide to the Practice Standards for the Financial Planning Process to illustrate how a CFP® professional might provide financial planning to a Client in accordance …
Financial Planning Questionnaire - Morgan Stanley
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Forbes Best in State Advisor List - LPL Financial
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client …
Top Questions for a Financial Advisor Client Survey - eMoney …
Financial professionals can choose from the lists of questions below to develop a survey that will help you gain valuable client feedback to inform your client experience. These questions …
Clickfunnels For Financial Advisors - origin-biomed.waters
clickfunnels for financial advisors: Traffic Secrets Russell Brunson, 2023-07-25 Master the evergreen traffic strategies to fill your website and funnels with your dream customers in this …
FINANCIAL ADVISERS ACT (CAP. 110) - FPAS
EXEMPT FINANCIAL ADVISERS 1 INTRODUCTION 1.1 In the course of MAS’ supervision of financial advisers [“FAs”], we observed that most FAs have taken active steps to put in place …
Working with Ameriprise Financial
When you choose to work with your Ameriprise financial advisor and Ameriprise Financial Services, LLC, our goal is to help you plan for a confident financial future. We are proud to …
Key Financial Literacy Definitions - The Financial Awareness …
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Dimensional Fund Advisors LP Client Relationship Summary, …
Dimensional Fund Advisors LP (“Dimensional”) primarily manages securities and other assets for institutional investors. Dimensional also manages securities and other assets for high-net …
The Impact of Robo Advising on Individuals’ Savings and
⎯Can robo-advisors help improve individuals’ financial decisions ? ⎯Accountable procedures, real time and tailored recommendation ⎯Fine understanding of clients preferences, limiting …
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Abstract— In recent years, the financial advisory landscape has undergone significant transformation with the advent of robo-advisors. This comparative analysis examines the …
EFFECTIVE FINANCIAL ADVISOR COMPENSATION - Raymond …
Advisor compensation plans in financial institutions generally calculate the current month’s compensation in one of two ways: yearly (annual lookback plans) or monthly (monthly lookback …
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Financial Advisor Comparison Tool, created by the National Association of Personal Financial Advisors (NAPFA) is a thorough questionnaire you can use to evaluate a financial advisor. …
THE LPL FINANCIAL FOUNDATION
LPL Financial Foundation is to advance the economic well-being of underserved populations where we live and work, with an emphasis on encouraging professional readiness and …
Fees and charges - Ameriprise Financial
Your Ameriprise financial advisor will provide investment advisory services. The Bank provides oversight of the investment advisory services and is responsible for the administration of the trust.
The ClickFunnels Dream Cheat Sheet Shortcut To S…
Day 1: Setting up your Clickfunnels account. STEP 1: If you haven’t already started your 14-day free trial of Clickfunnels, you should do so, this …
Top client event ideas for financial advisors - Putna…
Consider these top client seminar ideas to help financial advisors accumulate new assets and retain current clients. Just as physicians utilize …
Financial Services Practice - McKinsey & Company
Pioneering banks and wealth manage-ment firms around the world are taking a novel, centralized approach that offers high-quality personal financial …
Les stratégies marketing de ClickFunnels - Vie de Dingue
Ensemble, ils créèrent Clickfunnels, une entreprise qui deviendrait un succès retentissant. Nous allons découvrir dans la suite de ce document, …
Client Questionnaire - The Financial Advisors
The Financial Advisors, LLC Client Questionnaire 2 Financial Information: To effectively advise you on financial decisions and make the best use of …