The million-dollar financial advisor : powerful lessons and proven strategies from top producers / David J. Mullen, Jr.
Material type: TextPublication details: New York : American Management Association, c2010.Description: 276 p. ; 24 cmISBN:- 9780814414729
- 0814414729
- 332.6 22
- HG179.5 .M848 2010
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HF5734.5.L46 2004 Death by meeting : | HG177.5.U6 2009 The only grant-writing book you'll ever need / | HG179 2005 Your financial future : | HG179.5.M848 2010 The million-dollar financial advisor : | HG179.51.LB2337 2004 501 ways for adult students to pay for college / | HG179.51.LB2337 2011 Paying for college without going broke / | HG179.K59 2009 Get a financial life : |
Includes index.
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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