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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 : 32

 It’s Raining Clients: Find the Rainmaker Inside You

It’s Raining Clients: Find the Rainmaker Inside You

By Howard Wolkowitz

No matter how great your command of the language is, how great your skills are, how great your knowledge of the law is, and how great your attitude is, it won\'t make a difference if you have no one to tell your story to.

 The Retirement Income Pyramid: Learn about your options for building a solid retirement income stream

The Retirement Income Pyramid: Learn about your options for building a solid retirement income stream

By Brian J Haney

This book will help you feel confident about embracing your retirement future. It was written with one goal in mind: Help you understand your options for paying yourself income when you retire.

 Protecting Your Money from MEDICAID & NURSING HOMES

Protecting Your Money from MEDICAID & NURSING HOMES

By Les Robinson, CLTC

The LesLTC Process℠ will help protect your money from Medicaid, Nursing Homes, and Long Term Care Events. The process will empower you, and your family, to become educated about the risks you face from losing your money to Medicaid and a Nursing Home. Help to remove the fear and worry through a educational system that helps to protects your family, your goals, independence, dignity, and of course, your money and finances.

 DNAI: The AI Management (AIM) Framework

DNAI: The AI Management (AIM) Framework

By Kartik Sakthivel, PHD

Artificial Intelligence (AI) is transforming our world at a pace that has never been seen before. A seminal moment for our species, AI will reshape and recreate entire industries and professions. Sustained success with AI isn’t just about AI adoption - to harness AI’s full potential, incorporating best practices into the very DNA of your organization is of paramount importance.

 How to Retire and Not Die: The 3 Ps That Will Keep You Young

How to Retire and Not Die: The 3 Ps That Will Keep You Young

By Gary Sirak

In How to Retire and Not Die, Gary and Max Sirak walk you step by step through the process of winning that marathon and living your best retired life. Embark on a guided journey of self-discovery and learn to identify your Likes, Loves, and Hates. Understand what you truly need to be happy, and create a clear Plan for meeting those needs.

 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.

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