THE MILLION-DOLLAR FINANCIAL ADVISOR TEAM: BEST PRACTICES By Mullen David J. Jr.

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“Book is in Very Good Condition.  Text will be unmarked.  May show some signs of use or wear. Will ...
ISBN-10
0814439209
Publication Name
AMACOM
Type
Hardcover
ISBN
9780814439203

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Product Identifiers

Publisher
Amacom
ISBN-10
0814439209
ISBN-13
9780814439203
eBay Product ID (ePID)
8038639692

Product Key Features

Book Title
Million-Dollar Financial Advisor Team : Best Practices from Top Performing Teams
Number of Pages
304 Pages
Language
English
Topic
Business Communication / General, Finance / General, Finance / Wealth Management, Industries / Financial Services, Workplace Culture
Publication Year
2018
Genre
Business & Economics
Author
David J. Mullen Jr
Format
Hardcover

Dimensions

Item Height
5 in
Item Weight
16.2 Oz
Item Length
9.1 in
Item Width
6.1 in

Additional Product Features

Intended Audience
Trade
LCCN
2018-005008
TitleLeading
The
Number of Volumes
1 vol.
Edition Description
Special
Synopsis
Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions., David Mullen, Jr., whose financial advisor program at Merrill Lynch had a success rate twice the industry average, shows advisors how to effectively offer wealth and financial management services under one roof to better service clients., David Mullen, Jr., whose financial advisor program at Merrill Lynch had a success rate twice the industry average, shows advisors how to effectively offer wealth and financial management services under one roof to better service clients. When exacting clients, high expectations, and the need to grow define your job, you need to be at the top of your game. That's why more and more financial advisors are pooling resources to meet demand and joining teams in the process. Yet many advisory teams fail to reach their full potential. Why do some teams soar while others struggle? The Million-Dollar Financial Advisor Team takes you inside some of the highest functioning teams in the industry, uncovering the best practices that fuel success. Start, tweak, or rethink your own team by learning how to: Select the right structure Agree on a team vision and a plan to achieve it Define individual roles and responsibilities Retain top performers through thoughtful, results-based compensation Save time and effort by crafting efficient processes for every key task Catapult revenue with wealth-management offerings that clients will pay a premium for Expand your practice with great marketing By implementing effective team-building strategies and building a highly functioning team, you'll gain more affluent clients--and serve them better--than you ever would alone.
LC Classification Number
HG179.5.M855 2018

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