{ "media_type": "text", "post_content": "Best marketing books/videos for a brand new advisor that is building their book from scratch?", "post_id": "5aa07bc2ac65960013fc506d", "reply_count": 2, "vote_count": 2, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

Best marketing books/videos for a brand new advisor that is building their book from scratch?

like
Posting as :
works at
You are currently posting as works at

Organize tomorrow today: 8 ways to retrain your brain

like

Seven ineffective habits of financial advisors and the disciplines to break them

Related Posts

Best books you read this year that aren’t about sales, marketing or prospecting?

like

My professional life at the moment is far from ideal. I’ve been on quarantine (long story, but a good one) for the last seven years. Royalties from my books don’t pay the bills. My entrepreneurial pursuits remain hampered. For the interim, I’ve been looking for a remote opportunity where I can leverage my skills in marketing, sales, social media, and elsewhere for a decent sum. I have a social media presence which, in recent years, reached millions. There has to be something exciting I can do.

like

Hi folks, I am working with a few friends on a fintech idea. I opted to build the marketing roadmapping strategy for the soft launch/prototype phase as I want to learn about the field. Any guidance where should I start? Any guidance, books, topics will be helpful 😊

like

Hi folks, I am working with a few friends on a fintech idea. I opted to build the marketing roadmapping strategy for the soft launch/prototype phase as I want to learn about the field. Any guidance where should I start? Any guidance, books, topics will be helpful 😊

like

My background isn’t in marketing/branding/PR but I’m being thrown into an engagement for a small organization who has many different sub-brands. I now how to give them high level guidance on how to ensure their branding and message is consistent. Any resources/books you’d recommend I could crash course this on?

like

Someone reached out to me on LinkedIn about becoming an author on the side. Has anyone heard about such a thing?!? The person said she’s worked with 800 consultants writing their books and marketing it for them.

like

Best digital marketing books? Recommendations please 📘📙📗

like

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

Hiya! I was wondering if anyone here has any good recommendations in terms of books or learning material that I can pick up to learn about sales and marketing relevant to the consulting industry?

like

Hey everyone! Could you recommend any good materials/books/courses on IT services, B2B marketing? Thanks! 🙌

like

Any good product marketing related books for those who inspire to become one?

like

Anyone in marketing law? Just started a new job looking for any recommendations (books, blogs) to brush up on.

likehelpful

I’m trying to get my parents into adopting healthier eating habits but nothing is really sticking. Do you have any recommendations or like books I can give them to teach them what’s actually good to eat vs. falling for good marketing/ fads?

like

I’m trying very hard to break into tech within marketing sector. Can anyone help and direct me to the right next steps? I started finishing up couple books about product, and applying to jobs for a year now

like

Does anyone have recommendations on books or courses that do a really good job explaining step-by-step on how to start and run a mid-size business (local marketing agency, self storage real estate business, call center for third parties, etc.)

like

Anyone good marketing books recommendations or online certifications?

like

I currently work in a hybrid sales/marketing role. However, I would love more experience in marketing specifically so I can move in to a marketing specific role. Does anyone have a suggestion of books or articles, podcasts, organizations to follow that will allow me to stay up to date on the latest trends but also help prepare for a marketing centric role? Thank you

like

Can anybody suggest any books or resources to get smart on medical device marketing and/or medical device manufacturing?

like

Fishes, looking for recommendations on growing business development and sales skills. Finding and growing pipelines, establishing marketing materials, closing sales, and similar for services. I have on the job experience within consulting but never any formal training or education. Entering a new role where I'll need to build organizational capabilities from scratch. Any recommendations on programs, certificates, courses, books, or other similar ideas would be greatly appreciated. TIA!

like

I’ve been laid off and, as I embark on my job search, I’d like to keep my marketing skills sharp. Any recommendations on must read books, or resources?

like

Additional Posts

I have 1m marriott points and 300k citi points, if I want to go on a week long honeymoon in July what is the best bet? Open to all ideas

like

I used to think “Go back to your home country” was an insult. Now I actually think it’s good advice. I don’t fit into the bro culture here.

like

Senior strategists...what’s the salary y’all have?

I think I'm at age where I'm tired of flings. Need to settle down. But it's hard to find a main when you travel so much and have sides in different cities. Consulting is a crazy lifestyle. Anyone else feel the same way?

Interviewing at McKinsey from a big 4 consulting firm - currently an engagement manager interviewing for an engagement manager role on the partner track - comp at big 4 is currently $165k base, what’s a reasonable amount to ask for at mck? I got an Ivy League exec mba in 2020 as well, which hasn’t yet been reflected in my big 4 comp (we mostly didn’t do raises because of covid last year). Trying to understand how much higher mck might be willing to go?

likefunny

Made it a year without getting fired, and my reward is google stock vest. What's the best restaurant you've visited in LA in the last year?

like

Anyone heard anything from droga on their internship this summer? Happening? Not? Anyone being interviewed?

like

Interested in transitioning/starting roles at BIG 4 BEHEMOTH DELOITTE? If you have any interest in potential opportunities or have any questions, please feel free to message me!

Post Photo
funnylike

Purchased a basic AA ticket for my wife... those things are rough... very restricted. Only part of my status that benefits her is the priority boarding and I think the gate agent just let us have it..

likehelpful

Do you take the Chief Diversity Officer at your company seriously? Does anyone? Curious about how this role is typically viewed. Please explain your perspective.

funnylike

Frm BOS, regular 8 AM flight w/first class upgrade gets cancelled. On 9 AM flight w/10 people on the upgrade list. Check in & rqst for an upgrade. Bump every1 else down and get upgraded to 1 open seat

like

FCB Chi? I want to interview there for account side. Good move?

like

Anyone who has started independent consultancy or agency after quitting consulting? Challenges? Lessons? Advise please.

like

What perks/benefits do you think are best at your firm? Any big differences between B4?

like

New life goal: easy work from home job, become a foster dog parent

likefunny

How do you travel with your face serums & oils?

like

I’m an immigrant with H1B. Been wanting to get out of my firm so badly but every time I apply outside, I start getting dragged into work at my current firm.I was going through some pretty rigorous interviews (I failed them) and have been in a slump since. Meanwhile my current firm keeps dumping work on me and I can’t find the time to apply outside. Anyone been through something similar? I’m losing hope.The politics is also so toxic, they started screwing me over since my last performance review.

like

Desi ppl , struggling a bit with verbal communication since I moved to US. Sometimes can’t find words during client meeting so do a lot of ‘aaa’s , ‘Kind of’s and ‘sort of’. How can I improve it? I do watch English series a lot and read books but looking for other ideas that may have helped you all . Are there are classes which helps with fluency ?

like

Curious the pay difference. What general pay range (US) can someone with 3-5 years of PMO/functional consulting for SAP S4HANA Cloud & On Prem experience expect at a big 4 firm with an MBA(not that having the MBA matters a ton)?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal