The million-dollar financial advisor : powerful lessons and proven strategies from top producers /

The million-dollar financial advisor : powerful lessons and proven strategies from top producers / David J. Mullen, Jr.

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Bibliographic Details
Online Access: Full Text (via O'Reilly/Safari)
Main Author: Mullen, David J., Jr (Author)
Format: eBook
Language:English
Published: New York : AMACOM, American Management Association, [2010]
Subjects:
Financial planners.
Financial services industry.
Investment advisors.
Financial planners > Case studies.
Investment advisors > Case studies.
Financial planners
Financial services industry
Investment advisors
Case studies
Table of Contents:
  • Lesson #1 : the top advisor mindset
  • Lesson #2 : the "leverage of size" principle
  • Lesson #3 : professional development
  • Lesson #4 : specialization
  • Lesson #5 : relationship focus
  • Lesson #6 : marketing best practices
  • Lesson #7 : professional referral networks
  • Lesson #8 : nonprofit organization involvement
  • Lesson #9 : long-term orientation
  • Lesson #10 : creating a team
  • Lesson #11 : wealth management
  • Lesson #12 : commitment to service
  • Lesson #13 : time management
  • Taylor Glover : lessons from the very top
  • Henry Camp : going from good to great
  • The asset challenge.

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