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The Advisor Breakthrough
In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice.
Based on the lessons Shawn has learned from working with the country’s top financial advisors over the past ten years, you will discover many of the most important top 1 percent advisor lessons. A few highlights include:
Key methods of Marketing so you can attract the right people, and repel the wrong ones
How to gain highly qualified and profitable referrals from your ideal clients
A 6 point sales process that insures you will get the right prospects to become clients
How to build an incredible team to help you scale your business to the highest level
Learn about the Advisor curse and how to overcome it so you can get more done in less time
The Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a business that owns them into a successful, sustainable one they love. Now is the time to run a business that truly supports the lifestyle you desire and allows you to reach your full potential.
Based on the lessons Shawn has learned from working with the country’s top financial advisors over the past ten years, you will discover many of the most important top 1 percent advisor lessons. A few highlights include:
Key methods of Marketing so you can attract the right people, and repel the wrong ones
How to gain highly qualified and profitable referrals from your ideal clients
A 6 point sales process that insures you will get the right prospects to become clients
How to build an incredible team to help you scale your business to the highest level
Learn about the Advisor curse and how to overcome it so you can get more done in less time
The Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a business that owns them into a successful, sustainable one they love. Now is the time to run a business that truly supports the lifestyle you desire and allows you to reach your full potential.
- GenresBusinessNonfiction
328 pages, Hardcover
First published December 6, 2016
103 people are currently reading
62 people want to read
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Displaying 1 - 4 of 4 reviews
December 5, 2018
Great baseline for financial professionals
Simple, realistic, actionable information. Sometimes it feels like it is for successful advisors who want to take it to next level but definitely can benefit new advisors to shoot for goals. Whether independent or anything else it can help you.
Simple, realistic, actionable information. Sometimes it feels like it is for successful advisors who want to take it to next level but definitely can benefit new advisors to shoot for goals. Whether independent or anything else it can help you.
January 29, 2018
A pretty good book about being a financial advisor. I though it had some helpful tips and foundations. A lot if it applies to advisors that aren't employees of a larger firm so YMMV if you're one of my coworkers.
October 25, 2021
Definitely recommend
This book is full of value and contains simple actionable steps to develop your practice. I will definitely recommend it!!!
This book is full of value and contains simple actionable steps to develop your practice. I will definitely recommend it!!!
January 1, 2017
Every financial advisor should read this book. That simple.
Displaying 1 - 4 of 4 reviews