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IE Bookshelf

Books written by professionals in the Insurance or Technology Industry
(Some books are available in Paperback, Hardcover, or eBook)

Total Books : 27

 The Trusted Professional: How to Communicate So Clients Come Back

The Trusted Professional: How to Communicate So Clients Come Back

By Richard Dobson

The book teaches you how to take a user-friendly approach, an approach that lays out essential concepts, one at a time, and in a manner your client can understand. Using concise, straightforward language, Dobson presents a blueprint for meeting people where they are and speaking at their level of understanding.

 Living a Life of Significance

Living a Life of Significance

By Joseph W. Jordan

Intrinsic value is not measured by how much money you make, but by the size of the problem you solve. As a financial professional, Joe Jordan believes you are a modern day hero.

 40 Tips for the Under 40 Advisor: Some Thoughts and Laughter for the Next Generation

40 Tips for the Under 40 Advisor: Some Thoughts and Laughter for the Next Generation

By Frank Maselli

Financial advisors are transitioning from sales to a new generation with enhanced skills and values. They will guide investors in the next century, addressing global financial challenges. The modern global financial services profession impacts billions of people, and their performance determines futures for families. This book aims to help advisors avoid pitfalls and mistakes.

 REFERRALS, The Professional Way: 10 Strategies for Networking with Top Clients & Centers of Influence

REFERRALS, The Professional Way: 10 Strategies for Networking with Top Clients & Centers of Influence

By Frank Maselli

The myth that referrals are easy is false. Obtaining referrals from top clients and influence centers can be challenging. Traditional techniques may not work and may send the wrong message. A new process is needed to make referrals a core part of your business, eliminating begging for names and aggressive techniques. Understanding clients will lead to increased success and enjoyment in your business.

 Seminars: The Emotional Dynamic~Advanced Presentation Skills for Financial Professionals

Seminars: The Emotional Dynamic~Advanced Presentation Skills for Financial Professionals

By Frank Maselli

An advanced training guide for financial professionals covering all aspects of investment and financial seminars and presentations. The book gives financial advisors the skills they need to conduct high-impact presentations that lead to business. It\'s filled with hundreds of ideas and action-oriented strategies for making your seminars a success.

 Digital Planet, Human Inhabitants: The Future Was Yesterday

Digital Planet, Human Inhabitants: The Future Was Yesterday

By Kartik Sakthivel

In a world rapidly shaped by the unstoppable wave of digitization, the question arises: Are we ready to adapt? Based on his 2019 TED Talk, in this compelling read, futurist author Kartik Sakthivel unveils an essential truth: to future-proof our careers, we must wholeheartedly embrace technology. From the awe-inspiring possibilities of artificial intelligence to the limitless potential of virtual reality, this book takes you on an exhilarating journey through the age of digitization.

 Authority Positioning for Financial Professionals: How to Use an Authority Positioning Portfolio® to Elevate Credibility & Get New Clients

Authority Positioning for Financial Professionals: How to Use an Authority Positioning Portfolio® to Elevate Credibility & Get New Clients

By Mike Saunders, MBA

Typically Financial Professionals Are INVISIBLE to Affluent Families & Business Owners who are ideal prospects. An Authority Positioning Portfolio® is a done-for-you package of permanent assets on the world’s most powerful platforms which helps you to be seen as a trusted advisor with high credibility so you Get Authority, Get Noticed, and Get Clients.

 When You Think About Quitting, Think About Why You Started

When You Think About Quitting, Think About Why You Started

By Thomas A. Schmidt

Being in any business is hard. There are a lot of obstacles you need to go through. Despite that, you are more than what you think you are. There are a lot of challenges that come with being in business. It can be difficult to keep up with the competition, find and retain employees and customers, while generating profits. Given the challenges and obstacles that get in your way, it is possible for you to succeed.

 Put Your Money to Work: A Woman’s Guide to Financial Confidence

Put Your Money to Work: A Woman’s Guide to Financial Confidence

By Kathleen Owings

In Put Your Money to Work, Kathleen covers critical aspects of financial management. The Financial Confidence Money Map she presents is a simple yet powerful visual representation of the steps to take on that journey. The exercises at the end of each chapter prompt you to apply her guidance to your own situation. Each page is filled with her valuable advice, enriched with her insight, personal observations, and experience as an advisor.

 How Not to Pull Your Family Apart: A Practical Guide to Caregiving and Financial Security

How Not to Pull Your Family Apart: A Practical Guide to Caregiving and Financial Security

By Carroll S. Golden

Who’s going to be the physical, emotional, and financial caregiver in your family (no matter how you define family)? Few of us understand or are prepared for the breadth of lifestyle implications that come with that role. On the flip side, what if it’s you that needs care?

 Make Simplicity Your Superpower!: Communication Hacks Every Financial Advisor Should Know

Make Simplicity Your Superpower!: Communication Hacks Every Financial Advisor Should Know

By Richard Dobson

Increase client satisfaction, convert more prospects, and earn more referrals when you implement these communication hacks that every financial advisor should know.

 Optimized Outcomes: Financial Solutions to Help You Make the Most of Your Future

Optimized Outcomes: Financial Solutions to Help You Make the Most of Your Future

By Vijay Khetarpal

Optimized Outcomes contains fundamental principles of sound financial management for everyone. It contains intelligent solutions for creating, protecting, and preserving your wealth that you might not have heard before.

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