Based on interviews with fifteen top financial advisors, each doing several million dollars’ worth of business every year, this priceless tool contains universal principles to guide both veteran and new financial professionals to immediate success. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teach readers how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. The book also features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book’s principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it’s never too late to reinvent yourself. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed– regardless of market conditions.
About the Author
DAVID J. MULLEN JR. (Englewood, CO) is the author of The Million-Dollar Financial Services Practice as well as a 30-year industry veteran and former Managing Director at Merrill Lynch, where he trained more than 500 financial advisors. The success rate of his advisor training programs have been significantly higher than the industry average.
Publisher : AMACOM; Special ed. edition (November 2, 2009)
Language : English
ISBN-10 : 0814414729
ISBN-13 : 978-0814414729
Reading age : 18 years