The Million-Dollar Financial Advisor
Powerful Lessons and Proven Strategies from Top Producers
(Sprache: Englisch)
Top financial advisors agree: your ability to succeed depends on how well equipped you are to navigate any market condition. Uncover the thirteen universal lessons for success guaranteed to advance your career.
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Top financial advisors agree: your ability to succeed depends on how well equipped you are to navigate any market condition. Uncover the thirteen universal lessons for success guaranteed to advance your career.
Klappentext zu „The Million-Dollar Financial Advisor “
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.
Inhaltsverzeichnis zu „The Million-Dollar Financial Advisor “
<html> CONTENTS Acknowledgments ix Introduction 1 PART 1: THE LESSONS 1 Lesson #1: The Top Advisor Mindset 23 2 Lesson #2: The "Leverage of Size" Principle 37 3 Lesson #3: Professional Development 50 4 Lesson #4: Specialization 61 5 Lesson #5: Relationship Focus 72 6 Lesson #6: Marketing Best Practices 82 7 Lesson #7: Professional Referral Networks 113 8 Lesson #8: Nonprofit Organization Involvement 131 9 Lesson #9: Long-Term Orientation 144 10 Lesson #10: Creating a Team 154 11 Lesson #11: Wealth Management 167 12 Lesson #12: Commitment to Service 179 13 Lesson #13: Time Management 194 PART 2: PUTTING THE LESSONS INTO PRACTICE 14 Taylor Glover: Lessons from the Very Top 209 15 Henry Camp: Going from Good to Great 227 16 The Asset Challenge -239 Index 267
Autoren-Porträt von David J., Jr. Mullen
Mullen, Jr., David J. David J. Mullen, Jr.(Englewood, CO) is the author of The Million-Dollar Financial Advisor and The Million-Dollar Financial Services Practice. He is a 37-year industry veteran and former managing director at Merrill Lynch, where his advisor training program had a consistent success rate of twice the industry average.
Bibliographische Angaben
- Autor: David J., Jr. Mullen
- 2009, Sonderausgabe, 288 Seiten, Maße: 16,1 x 23,4 cm, Gebunden, Englisch
- Verlag: Amacom
- ISBN-10: 0814414729
- ISBN-13: 9780814414729
- Erscheinungsdatum: 11.11.2009
Sprache:
Englisch
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