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

By: Material type: TextTextPublication details: New York : American Management Association, c2010.Description: 276 p. ; 24 cmISBN:
  • 9780814414729
  • 0814414729
Subject(s): DDC classification:
  • 332.6 22
LOC classification:
  • HG179.5 .M848 2010
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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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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