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The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers | 
 enlarge | Author: David J. Mullen Jr.
Publisher: AMACOM
Category: Book
List Price: $30.00
Buy New: $16.01
You Save: $13.99 (47%)
New (28) Used (14) from $16.01
Rating:  5 reviews
Media: Hardcover
Pages: 288
Number Of Items: 1
Shipping Weight (lbs): 1.2
Dimensions (in): 9.1 x 6.3 x 1.1
ISBN: 0814414729
Dewey Decimal Number: 332.6
EAN: 9780814414729
Publication Date: November 2, 2009
Availability: Usually ships in 1-2 business days
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| Features:
| • | ISBN13: 9780814414729 | | • | Condition: New | | • | Notes: BUY WITH CONFIDENCE, Over one million books sold! 98% Positive feedback. Compare our books, prices and service to the competition. 100% Satisfaction Guaranteed |
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Product 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.
Book Description
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million 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 lessons cover: • Building and focusing on client relationships • Having a top advisor mindset • Developing a long-term approach • Specialization • Marketing • And much more 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 subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.
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| Customer Reviews:
Comes from an author with some 20 years management experience February 21, 2010
Midwest Book Review (Oregon, WI USA)
1 out of 2 found this review helpful
The Million Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers comes from an author with some 20 years management experience who offers all financial advisors the opportunity to learn from best business practices. Extensive interviews with fifteen top advisors who generate between, $2 and, $7 million annually make for a key set of insights into the common bonds in their unique approaches. Any business or investment library will find this stands out in the crowd of achievement guides.
Million Dollar Financial Advisor February 10, 2010
Gary Preston
0 out of 1 found this review helpful
If you have ever wished you could talk to the top FA's in our industry and find out how they made it, then the "Million Dollar FA" is for you. The book not only gives you the FA's best practices but also a step by step system to implement them.
The strategies have been very easy to include in my daily activities. I had immediate success with the tactical strategy of getting more assets from existing clients.
As an FA on a plateau I found the personal example of Henry Camp very inspiring. It not only talks about how he changed his mindset but also the actions he took to go from being an "average performer" to a multi million dollar FA.
Dave has taken his years of experience as a FA and Manager and his ability to teach to create a must read book for anyone who wants to take their business to a higher level.
Need to re-read each year to get on and hopefully stay on track! December 3, 2009
Barbara Endres
1 out of 1 found this review helpful
The book was consuming, and I mean literally because I read it in one afternoon not able to put it down. It is so true that there are too few mentors in this business with the expertise and having the time to share their personal success. They don't have the time because they are too busy creating and living their success. Dave manages to capture their time for you while asking all the questions that you would if you had the chance. It was inspiring to hear the actual steps that people took to create their success. It left me feeling like it is not to late to change the trajectory that I am on and set a new course in my own career. I will read it again and use it as a compass in my own practice. I recommend it to anyone interested in taking their business to a next level.
well-researched November 22, 2009
Edward H. Fetner III (Charleston, SC)
0 out of 1 found this review helpful
A must-read for any financial sales professional who desires to be among the top in his field. Dave Mullen has once again applied his experiences with training successful financial advisors and drawn on his vast network of top achievers to produce a compendium of best practices for this profession. Whether a rookie or seasoned financial advisor, the reader will be encouraged to improve her business by Dave's insights into the habits and strategies of the elite of this industry.
All Meat, No Filler! (Only better resource is a multi-million dollar producer mentoring you all day every day) November 4, 2009
Rainmaker in the Making (Florida)
4 out of 5 found this review helpful
Quick Review: If you buy only book ever, this is it! Dave is very specific, gives you the verbage that you can make you own, gives multiple stories of people who have built their book themselves and from scratch, and gives you the plan. Did you noticed I said "gives" a few times? I can't emphasize it enough, this book is a gift to those aspire to become big producers but just need the guidance
Long Review:
17 months at the firm whose training program is unrivaled on the street and I learned more about the business and how to approach the business by reading 265 pages in this book. I read it once within two days and now I am reading it again. This book truly addresses what few other books do and that is how to build a financial advisory practice from the ground up for people who don't have extraordinary resources. This book truly addresses what no other book does and that is how to build a financial advisory practice from the ground up for people who don't have extraordinary resources (repeated because I can't be there to stare you in the eye and tell you that you are doing yourself a huge disservice if you do not read this book).
One reason this industry chews up and spits out so many aspiring big producing advisors is threefold: 1)People who have made it don't make time to pass on the knowledge, 2)Not all wildly successful advisors are great teachers, 3) Some of them are insecure and are worried you might take business from them. Over the course of my 17 months in the industry I have worked very hard trying to get the pearls of wisdom that are just laid out in this book.
P.S. Don't let mediocre advisors in the industry steal you career. They will try to fill you with doubt and make you second guess yourself. Get this book so you can have the stories, strategies, anecdotes of some of the biggest producers in the industry.
P.S.S Dave-Whatever book you are working on now please get it out ASAP. I could have used this book 17 months ago. Yesterday I had a colleague ask to borrow the book when I was done. My reply was for him to buy his own damn book! (I keep my copy in my briefcase)
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