The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

Mullen Jr., David J.

Amacom（2009/12発売）

• 製本 Hardcover:ハードカバー版／ページ数 288 p.
• 言語 ENG
• 商品コード 9780814414729
• DDC分類 332.6

Full Description

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.

Contents

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