The Million-Dollar Financial Advisor

Powerful Lessons and Proven Strategies from Top Producers

The Million-Dollar Financial Advisor

Author: David J. Mullen
Pub Date: November 2009
Print Edition: $30.00
Print ISBN: 9780814414729
Page Count: 288
Format: Hardback
e-Book ISBN: 9780814414736

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Table of Contents

CONTENTS

Acknowledgments ix

Introduction 1

PART 1: THE LESSONS

1 Lesson #1: The Top Advisor Mindset 23

2 Lesson #2: The “Leverage of Size” Principle 37

3 Lesson #3: Professional Development 50

4 Lesson #4: Specialization 61

5 Lesson #5: Relationship Focus 72

6 Lesson #6: Marketing Best Practices 82

7 Lesson #7: Professional Referral Networks 113

8 Lesson #8: Nonprofit Organization Involvement 131

9 Lesson #9: Long-Term Orientation 144

10 Lesson #10: Creating a Team 154

11 Lesson #11: Wealth Management 167

12 Lesson #12: Commitment to Service 179

13 Lesson #13: Time Management 194

PART 2: PUTTING THE LESSONS INTO PRACTICE

14 Taylor Glover: Lessons from the Very Top 209

15 Henry Camp: Going from Good to Great 227

16 The Asset Challenge -239

Index 267

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