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The million-dollar financial advisor : powerful lessons and proven strategies from top producers / David J. Mullen, Jr.
- Format:
- Book
- Author/Creator:
- Mullen, David J., Jr.
- Language:
- English
- Subjects (All):
- Financial planners.
- Financial services industry.
- Investment advisors.
- Financial planners--Case studies.
- Investment advisors--Case studies.
- Physical Description:
- 1 online resource (289 p.)
- Edition:
- 1st edition
- Place of Publication:
- New York : American Management Association, 2009.
- Language Note:
- English
- System Details:
- text file
- Summary:
- Learn from the best in the business.
- Contents:
- Contents; Acknowledgments; Introduction; PART 1: THE LESSONS; 1 Lesson #1: The Top Advisor Mindset; 2 Lesson #2: The "Leverage of Size" Principle; 3 Lesson #3: Professional Development; 4 Lesson #4: Specialization; 5 Lesson #5: Relationship Focus; 6 Lesson #6: Marketing Best Practices; 7 Lesson #7: Professional Referral Networks; 8 Lesson #8: Nonprofit Organization Involvement; 9 Lesson #9: Long-Term Orientation; 10 Lesson #10: Creating a Team; 11 Lesson #11: Wealth Management; 12 Lesson #12: Commitment to Service; 13 Lesson #13: Time Management; PART 2: PUTTING THE LESSONS INTO PRACTICE
- 14 Taylor Glover: Lessons from the Very Top15 Henry Camp: Going from Good to Great; 16 The Asset Challenge; Index; A; B; C; D; E; F; G; H; I; J; K; L; M; N; O; P; Q; R; S; T; V; W
- Notes:
- Includes index.
- Description based on print version record; title from PDF title page, viewed (07/28/2020).
- ISBN:
- 9786612333842
- 9781282333840
- 1282333844
- 9780814414736
- 0814414737
- OCLC:
- 460117588
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