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THE MILLION-DOLLAR FINANCIAL ADVISOR: POWERFUL LESSONS AND PROVEN


MULLEN JR. D./ STRATEGIES FROM TOP PRODUCERS

wydawnictwo: MCGRAW-HILL , rok wydania 2009, wydanie I

cena netto: 160.00 Twoja cena  152,00 zł + 5% vat - dodaj do koszyka

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" advisor 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 Mullen Jr. is the author of The Million-Dollar Financial Services Practice (9780814480526) as well as a 30-year industry veteran and former Manag ing Direc tor 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.


Table of 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

4 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 #31: 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


276 pages, Hardcover

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