The Million-Dollar Financial Advisor Team: Best Practices from Top Performing Teams
Autor David J. Mullen, Jr.en Limba Engleză Paperback – 5 sep 2022
This book 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.
The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you:
- how to build and focus on client relationships,
- have a top advisor mindset,
- develop a long-term approach,
- and much more.
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Specificații
ISBN-13: 9781400242740
ISBN-10: 1400242746
Pagini: 304
Dimensiuni: 152 x 229 x 22 mm
Greutate: 0.32 kg
Editura: Amacom
Colecția Amacom
Locul publicării:Nashville, United States
ISBN-10: 1400242746
Pagini: 304
Dimensiuni: 152 x 229 x 22 mm
Greutate: 0.32 kg
Editura: Amacom
Colecția Amacom
Locul publicării:Nashville, United States
Descriere
Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success.
This book 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.
The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you:
This book 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.
The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you:
- how to build and focus on client relationships,
- have a top advisor mindset,
- develop a long-term approach,
- and much more.
Notă biografică
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.