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Mullen, David J., Jr.

The million-dollar financial advisor : powerful lessons and proven strategies from top producers / David J. Mullen, Jr. - New York : American Management Association, c2010. - 276 p. ; 24 cm.

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.

ISBN: 9780814414729 0814414729

LCCN: 2009025149

Subjects--Topical Terms:
Financial planners.
Financial services industry.
Investment advisors.
Financial planners--Case studies.
Investment advisors--Case studies.

LC Class. No.: HG179.5 / .M848 2010

Dewey Class. No.: 332.6