Summary of The Million Dollar Financial Advisor
Copyright © 2009 AMACOM, a division of American Management Association
Looking for the book?
We have the summary! Get the key insights in just 10 minutes.
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.
Comment on this summary
By the same author
David J. Mullen Jr.
Contained in Knowledge Pack:
Knowledge PackFinancial ServicesInsiders 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.
Customers who read this summary also read
Helaine Olen and Harold Pollack
Brad Feld and Amy Batchelor
Paul B. Brown