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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
Account Titling, Ownership and Signatories
Account Titling, Ownership and Signatories
RC-C Loan Codes for the Call Report
RC-C Loan Codes for the Call Report
Opening New Commercial Accounts
Opening New Commercial Accounts
BSA Series: 4 Hotspots - Marijuana Businesses, Elder Abuse, Virtual Currency and Model Validation
BSA Series: 4 Hotspots - Marijuana Businesses, Elder Abuse, Virtual Currency and Model Validation
Securities License
Securities License
Handling Loan Applications - Required Training for Loan Originators
Handling Loan Applications - Required Training for Loan Originators
Calculating and Maintaining the Allowance for Loan and Lease Losses/Allowance for Credit Losses
Calculating and Maintaining the Allowance for Loan and Lease Losses/Allowance for Credit Losses
Dealing with Appraisals
Dealing with Appraisals
Opening New Accounts For LLC's
Certified Regulatory Vendor Program Manager
Certified Regulatory Vendor Program Manager
Insurance License
Insurance License
Complying With The New EEOC Criminal Record Guidance
Complying With The New EEOC Criminal Record Guidance
Internal Investigations Certificate Program
Internal Investigations Certificate Program
Opening Trust and Minor Accounts - Documentation and Compliance Requirements
Opening Trust and Minor Accounts - Documentation and Compliance Requirements
How to Analyze a Start-up Business
How to Analyze a Start-up Business
BSA Series: Writing A BSA Policy
BSA Series: Writing A BSA Policy
Licensing
Insurance Licensing Series 11 Exam Prep Series 55 Exam Prep
Securities Licensing Series 24 Exam Prep Series 62 Exam Prep
Series 3 Exam Prep Series 26 Exam Prep Series 63 Exam Prep
Series 4 Exam Prep Series 27 Exam Prep Series 65 Exam Prep
Series 6 Exam Prep Series 28 Exam Prep Series 66 Exam Prep
Series 7 Exam Prep Series 32 Exam Prep Series 79 Training
Series 9 Exam Prep Series 51 Exam Prep Series 82 Training
Series 10 Exam Prep Series 53 Exam Prep Series 99 Training
Designations/Certifications
Accredited Investment Fiduciary (AIF®) Certified Income Specialist (CIS) Chartered Financial Analyst (CFA)
Certified Annuity Specialist (CAS) Certified Senior Advisor (CSA) Chartered Financial Consultant (ChFC)
Certified College Planning Specialist (CCPS) Certified Tax Specialist (CTS) Financial Risk Manager (FRM)
Certified Divorce Specialist (CFDS) CFP Courses for Certification Professional Plan Consultant (PPC)
Certified Estate and Trust Specialist (CES) CFP Review Course Qualified Financial Advisor (QFA)
Certified Financial Planner (CFP) Chartered Advisor for Senior Living (CASL) Steps to Achieve CFP® Certification
Certified Funds Specialist (CFS) Chartered Alternative Investment Analyst® (CAIA®)  
Professional Development
Account Management Training Courses For Bankers Banking Certifications / Designations Safe Deposit Box Training
Bank Compliance Training And Education BSA Training Teller Training
Bank Directories Call Report Training Trusts and Estates Training
Bank Fraud Prevention Estate Planning UDAAP Training Courses
Bank Management Mortgage Lending Training Courses