The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

Marketing. If you want to push yourself into the million-dollar bracket, you’ll have to learn how to actively—and successfully—market yourself over the course of your entire career. The success rate of his advisor training programs has been significantly higher than the industry average. Become a Wealth Manager. Cream-of-the-crop advisors take a comprehensive, holistic approach to investment management, taking care of all of their clients’ financial needs, from portfolio management to liability management, asset protection, banking, retirement, and estate planning. But over time, you must winnow your sights down to a particular niche. Focus on Relationship. Become a master relationship builder, communicating, socializing, and gaining access to affluent clients and prospects by developing excellent one-on-one people skills. Dave can be reached through his website, lear

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 best financial advisors are well equipped to succeed regardless of market conditions. 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.. Each is explained step-by step for immediate application by veteran and new financial professionals alike. Based on interviews with fifteen top

Edward J. Barton said Practical and Actionable Advice for the Advisor from Some of the Best. The follow on book to David Mullen's "Million Dollar Financial Services Practice". This book focuses on 15 separate advisors, and 1Practical and Actionable Advice for the Advisor from Some of the Best The follow on book to David Mullen's "Million Dollar Financial Services Practice". This book focuses on 15 separate advisors, and 13 lessons that can be learned from them. These 13 lessons are specific and actionable, and backstopped with stories and anecdotes from successful advisors with broad geographic and practice areas.The book is a good complement to the original, and there is a motivational component to the book that makes you feel as a reader that the implementation of these strategies is both possible and practical - as well as the fact that these are multi-million dollar pr. lessons that can be learned from them. These 1Practical and Actionable Advice for the Advisor from Some of the Best The follow on book to David Mullen's "Million Dollar Financial Services Practice". This book focuses on 15 separate advisors, and 13 lessons that can be learned from them. These 13 lessons are specific and actionable, and backstopped with stories and anecdotes from successful advisors with broad geographic and practice areas.The book is a good complement to the original, and there is a motivational component to the book that makes you feel as a reader that the implementation of these strategies is both possible and practical - as well as the fact that these are multi-million dollar pr. lessons are specific and actionable, and backstopped with stories and anecdotes from successful advisors with broad geographic and practice areas.The book is a good complement to the original, and there is a motivational component to the book that makes you feel as a reader that the implementation of these strategies is both possible and practical - as well as the fact that these are multi-million dollar pr. BF said Highly recommended! Read below. If you are looking for ways to market yourself and manage clients this is a great book. This book is full of strategies used by successful wealth managers. You will find lots of information to help you develop or enhance your pitch book.This book less on strategies to build or manage wealth and more focused on how to land affluent prospects, manage your clients and get referrals.. Practice Changing I am only on chapter six, but it has been very enlightening. The book has helped me become focused and revisit my business plan so I can start building the practice I have envisioned when I started rather than what it has become. I have built my confidence, raised the bar for the clients I am looking for, and implementing strategies to grow my business to what I dreamed ofThis is a must read if you have not yet acheived the success for your practice which you desire. It gives real life guidance as to how you can grow your practice to what you want it to be, not generic information lik

DAVID J. . The success rate of his advisor training programs have been significantly higher than the industry average. (Englewood, CO) is the author of The Million-Dollar Financial Services Practice as well as a 30-year industry veteran and former Managing Director at Merrill Lynch, where he trained more