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Informationen zum Autor 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. Klappentext The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several mil lion dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike. The book also features two complete case studies. First there is the "best of the best" advi sor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview sub jects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors. Zusammenfassung 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 CONTENTS Acknowledgmentsix Introduction1 PART 1: THE LESSONS 1 Lesson #1: The Top Advisor Mindset23 2 Lesson #2: The "Leverage of Size” Principle37 3 Lesson #3: Professional Development50 4 Lesson #4: Specialization61 5 Lesson #5: Relationship Focus72 6 Lesson #6: Marketing Best Practices82 7 Lesson #7: Professional Referral Networks113 8 Lesson #8: Nonprofit Organization Involvement131 9 Lesson #9: Long-Term Orientation144 10 Lesson #10: Creating a Team154 11 Lesson #11: Wealth Management167 12 Lesson #12: Commitment to Service179 13 Lesson #13: Time Management194 PART 2: PUTTING THE LESSONS INTO PRACTICE 14 Taylor Glover: Lessons from the Very Top209 15 Henry Camp: Going from Good to Great227 16 The Asset Challenge-239 Index267 ...
