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Welcome to our bookstore! Either select from the items below or use the search box where you can find best-selling books and audio CDs.

New & Best-Sellers
Building Your Multi-Million-Dollar Practice

Grow your business through "no-sell" selling by using proven strategies from the industry’s leading consultants and coaches.

Building Your Multi-Million-Dollar Practice outlines proven techniques so that you can enjoy a highly-productive, lucrative financial services practice with less stress.

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The Complete Guide to Becoming a Successful Mortgage Broker: Insider Secrets You Need to Know

This book will provide you with a road map to financial success. You will learn how NOT to make the big mistakes most new brokers make, how to put a loan package together, how to find borrowers, how and what to charge, how to guarantee your fee, how to make buyers and sellers happy, and how to quickly and easily locate the best deals for your customers.

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Building the Ultimate Bank Advisor

You could easily find yourself with all the referrals you want...in front of your ideal prospect (not just any bank customer that can fog a mirror)... sitting in front of all the money that you would ever need to go anywhere you wanted to go in the world of investment sales.

This book will teach you how to make this a reality!

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Get More Referrals Now!

Selling in today's business environment is more challenging than ever. But the secret to success isn't longer hours and more phone calls; it's getting better referrals.

Sales expert Bill Cates's system of referral-based marketing turns every business contact into a relationship - and every relationship into a sales success. These practical strategies will give you more referrals than you ever thought possible.

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Don't Keep Me A Secret!

This new book from Bill Cates will give you over 100 ideas and tactics you can use to stimulate more referrals – including real-world examples and best practices. It includes a section on powerful social prospecting methods.

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401k Service Solution™ Handbook

The 401k Service Solution™ Handbook details a simple process to guide plan sponsors and fiduciaries through successful plan setup, management, and review.

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High-Net-Worth Psychology: Finding, Winning and Keeping Affluent Investors

High-Net-Worth Psychology quantitatively reveals the techniques and practices used by elite financial advisors, then converts the research into a clear, systematic model that can be learned and used by anyone committed to improving their advisory business.

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Estate Planning to Die For - An Insider's Guide For Financial Professionals

Whether you are an investment advisor, financial planner, accountant, charitable development advisor or trust officer, this book will help teach you how to become a leading financial professional in the rapidly growing estate planning field.

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The Keys To High Level Production

Over 50,000 Copies Sold!

This book outlines the successful strategies advisors need to move to the top in their field.

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Red Zone Marketing: A Playbook for Winning All The Business You Want

In this idea-filled book, Maribeth Kuzmeski explains through proven marketing strategies how to move your sales and marketing team into the Red Zone - the final 20 yards before the goal line, or in your case, the unmarked territory where you either win or lose a client - and how to SCORE once you get there.

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Successful Seminars Kit

Seminars are one of the best marketing tools available for today’s financial professional. If you are holding seminars for prospects and client, this book will show you how to become a Million Dollar Producer.

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Making the Client Connection - Maximizing the Power of Your Personality, Presentations, and Presence

In Making the Client Connection: Maximizing the Power of Your Personality, Presentations and Presence, seasoned sales pros Mitch Anthony and Gary DeMoss give readers the tools they need to build trusting relationships.

Using research from communications experts at such prestigious institutions as Yale and the University of Pennsylvania, as well as personal examples based on their own extensive experience, Anthony and DeMoss make the case for forging emotional and relational connections with clients.

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Questions Great Financial Advisors Ask (And Investors Need to Know)

Whether you're a new advisor seeking guidance or an industry veteran who wants to return to the basics and reinvent your business, this book will provide information, practical scenarios, and in-depth insights to help you strengthen your business!

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Feature Items
Securities License
Accredited Investment Fiduciary (AIF)
RESPA & TILA Training: The New Rules Defined
RESPA & TILA Training: The New Rules Defined
Insurance License
Teller Training DVD
Certified Annuity Specialist (CAS)
Certified Annuity Specialist (CAS)
Power of Attorney & Living Trust Documents
Power of Attorney & Living Trust Documents
Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)
Board Certified in Estate Planning (BCE)
Board Certified in Estate Planning (BCE)
Certified Reverse Mortgage Advisor Designation
Certified Reverse Mortgage Advisor Designation
Certified College Planning Specialist CCPS
CSA Certified Senior Advisor
Annuity Sales Excellence
Cracking New Accounts - High Payoff Prospecting
Cracking New Accounts - High Payoff Prospecting
Licensing/Designations
Insurance Licensing Series 53 Exam Prep Certified IRA Services Professional (CISP)
Securities Licensing Series 55 Exam Prep Certified Lender Business Banker (CLBB)
Series 3 Exam Prep Series 62 Exam Prep Certified Mortgage Professional (CMP)
Series 4 Exam Prep Series 63 Exam Prep Certified Personal Banker (CPB)
Series 6 Exam Prep Series 65 Exam Prep Certified Retirement Services Professional (CRSP)
Series 7 Exam Prep Series 66 Exam Prep Certified Reverse Mortgage Advisor™ (CRMA)
Series 9 Exam Prep Accredited Investment Fiduciary (AIF®) Certified Securities Operations Professional (CSOP)
Series 10 Exam Prep AIB Bank Teller Certificate Certified Tax Specialist (CTS)
Series 11 Exam Prep AIB Customer Service Representative Certificate Certified Trust and Financial Advisor (CTFA)
Series 24 Exam Prep AIB Personal Banking Diploma CFP Courses for Certification
Series 26 Exam Prep Board Certified in Estate Planning (BCE) CFP Review Course
Series 27 Exam Prep Certified Annuity Specialist (CAS) Chartered Advisor for Senior Living (CASL)
Series 28 Exam Prep Certified Bank Teller (CBT) Chartered Financial Analyst (CFA)
Series 30 Exam Prep Certified Corporate Trust Specialist (CCTS) Chartered Financial Consultant (ChFC)
Series 31 Exam Prep Certified Customer Service Representative (CCSR) Professional Plan Consultant (PPC)
Series 32 Exam Prep Certified Financial Marketing Professional (CFMP) Qualified Financial Advisor (QFA)
Series 37 Exam Prep Certified Financial Planner (CFP) Certified Income Specialist (CIS)
Series 38 Exam Prep Certified Financial Services Security Professional (CFSSP) Steps to Achieve CFP® Certification
Series 51 Exam Prep Certified Funds Specialist (CFS)  
Professional Development
Bank Compliance Training And Education Continuing Education Courses Loan Officer Training For VA Mortgages
Bank Fraud Prevention Estate Planning Mortgage Broker Training
Bank Management Loan Officer Training Mortgage Loan Processor Training
Bank Teller Training Loan Officer Training For Conventional Mortgages Trusts and Estates Training
Banking Certifications / Designations Loan Officer Training For FHA Mortgages