Summary of The Million Dollar Financial Advisor

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The Million Dollar Financial Advisor book summary


8 Overall

8 Applicability

7 Innovation

8 Style


Financial advisors who aspire to generate at least $1 million in revenues annually will find solid-gold advice in this motivating, straightforward sales book. Author David J. Mullen Jr. surveyed the 15 “top producers” he got to know during his 30-year tenure in the financial services industry to tease out their secrets to building million-dollar-plus advisory practices. Mullen, who formerly trained financial consultants at Merrill Lynch, breaks down their achievements into 13 “success principles” that define the crème de la crème of personal finance. Getting to that first (or second) million takes hard work, but it is not rocket science. getAbstract recommends this easy to read book to tyro consultants looking to get off the ground and to experienced professionals wanting to zoom their business into the stratosphere.

In this summary, you will learn

  • What 13 methods top financial advisors use to build $1 million practices and
  • How to implement these proven techniques.

About the Author

David J. Mullen Jr. is a 30-year financial industry veteran and former managing director at Merrill Lynch, where he trained more than 500 financial advisors.



Reaching the Summit
Becoming a million-dollar-a-year financial advisor is an achievement that only 1% of those who start out in the industry attain. “Top producers” don’t follow a blueprint; they build their practices in different ways. However, the 15 top money managers interviewed in...

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    Insiders know that financial service firms need their own business models and marketing packages. After all, they're just like other service companies, only smarter about money.

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