The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers
Amacom (Verlag)
978-0-8144-1472-9 (ISBN)
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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.
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.
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
| Erscheint lt. Verlag | 16.12.2009 |
|---|---|
| Sprache | englisch |
| Maße | 63 x 93 mm |
| Gewicht | 1 g |
| Themenwelt | Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung |
| ISBN-10 | 0-8144-1472-9 / 0814414729 |
| ISBN-13 | 978-0-8144-1472-9 / 9780814414729 |
| Zustand | Neuware |
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