About this product

Product Identifiers

PublisherAmacom

ISBN-100814439209

ISBN-139780814439203

eBay Product ID (ePID)8038639692

Product Key Features

Book TitleMillion-Dollar Financial Advisor Team : Best Practices from Top Performing Teams

Number of Pages304 Pages

LanguageEnglish

TopicBusiness Communication / General, Finance / General, Finance / Wealth Management, Industries / Financial Services, Workplace Culture

Publication Year2018

GenreBusiness & Economics

AuthorDavid J. Mullen Jr

FormatHardcover

Dimensions

Item Height5 in

Item Weight16.2 Oz

Item Length9.1 in

Item Width6.1 in

Additional Product Features

Intended AudienceTrade

LCCN2018-005008

TitleLeadingThe

Number of Volumes1 vol.

Edition DescriptionSpecial

SynopsisBased 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 NumberHG179.5.M855 2018