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The Million-Dollar Financial Advisor: Powerful Lessons And Proven Strategies From Top Producers Hardcover – Special Edition, 27 Jun 2019

4.4 out of 5 stars 52 customer reviews

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From the Inside Flap

During David J. Mullen Jr.’s decades-long career successfully training top financial advisors, he was privileged to meet some of the very best and brightest in the financial services industry. While recruiting, hiring, and working with over 100 individuals who either were or, under his guidance, became “million plus” financial advisors, he was able to observe the best practices of these top financial advisors …and now, in this book, he picks the brains of 15 of the very, very best, asking them how they got to be at the top of their game, how they stay there…and how you can do the same.

Organized into 13 distinct lessons derived from the principles each and every one of these highly successful advisors has followed to amazing results on their own personal and professional journeys, The Million-Dollar Financial Advisor illuminates the essence of these superstar advisors’ thoughts on topics crucial to your own advancement in the industry, including:

Developing the Proper Mindset. Top advisors are confident and competitive, always providing an aura of being at the top of their game. This book shows you through specific examples how the best of the best remain focused and goal-oriented throughout their careers, always aspiring to do better, and consistently able to articulate their specific goals immediately and succinctly. Learn how to develop high energy, an incredible work ethic, and an overall vision that will see you through any challenges you may face.

Professional Development. Whether it’s through professional designations, ongoing education, or searching for better and more efficient business practices, you need to devote the proper time and resources to set yourself apart from the competition. This book provides you with field-tested techniques for doing so, as well as methods for ensuring that you never quit learning.

Determining Your Area of Specialization. Typically, financial advisors start out as generalists, casting a wide net to find whatever clients they can find. But over time, you must winnow your sights down to a particular niche. Find out how to identify your own area of expertise…and then corner the market.

Become a Wealth Manager. Cream-of-the-crop advisors take a comprehensive, holistic approach to investment management, taking care of all of their clients’ financial needs, from portfolio management to liability management, asset protection, banking, retirement, and estate planning. This book reveals long-term, practical techniques for earning trust and expanding your advisory roles for your best clients.

Marketing. If you want to push yourself into the million-dollar bracket, you’ll have to learn how to actively—and successfully—market yourself over the course of your entire career. Discover the practices top practitioners use involving client referrals, professional referral networks, client events, nonprofit leadership, niche marketing, and more.

Focus on Relationship. Become a master relationship builder, communicating, socializing, and gaining access to affluent clients and prospects by developing excellent one-on-one people skills. Discover how to become an active listener, constantly and immediately attuned to the needs of affluent investors.

The lessons presented in this uniquely revealing book have withstood the test of time no matter what the state of the economy, because the principles of good business always stay the same. The Million-Dollar Financial Advisor provides you a rare glimpse into the minds of the industry’s top professionals, showing you a clear way to the top of your own greatest ambitions.

DAVID J. MULLEN JR. is the author of The Million-Dollar Financial Services Practice as well as a 30-year industry veteran and former Managing Director at Merrill Lynch, where he trained more than 500 financial advisors. The success rate of his advisor training programs has been significantly higher than the industry average. Dave can be reached through his website, www.learntactix.com. He lives in Englewood, Colorado.

From the Back Cover

If you could corner the world’s top financial advisors and convince them to divulge the secrets of their success, it’s fairly obvious what questions you would ask them. You would want to find out what qualities they feel have led to their place among the best, how they set themselves apart from other advisors, what methods they used to get their first—and then, biggest—clients, and whether they had a vision starting out and how their professional game plan may have evolved since then. You would ask them how they structure their time, focus their marketing efforts, and determine their own niche. And then you would try to figure out what these top-of-the-game advisors all had in common.

Based on interviews with 15 mega-successful advisors, each doing millions of dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons, covering topics essential to your own success, such as how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more.

In some cases, these principles may confirm what you are currently doing right; in others, they will identify a gap in your business practice that needs to be developed for you to attain the level of success you know you deserve.

The book lays out specific actions you can take in order to put these lessons into practice for your own business — and features two complete case studies: one of a “best of the best” advisor whose incredible career trajectory showcases the power of all the book’s principles working together; the other of a remarkable and inspiring career turnaround demonstrating that it’s never too late to reinvent yourself.

Brimming with practical advice from author David J. Mullen Jr. and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Praise for David J. Mullen Jr.’s The Million-Dollar Financial Services Practice:

“…information on marketing, prospecting, sales, and time management techniques is presented clearly and in great detail. The book is one advisors will refer to often.” — Research Magazine

“…filled with valuable information from a smart manager who has been there and done that successfully.”` — On Wall Street

“…a helpful resource for financial professionals who have the motivation and desire to build and maintain a solid business model.” — Agent’s Sales Journal

“…providing clear…processes for defining and implementing proven marketing tactics for financial practices to use as a guideline… give[s] new and existing owners some food for thought.” — Broker Dealer Journal

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Amazon.com: 4.4 out of 5 stars 52 reviews
Edward J. Barton
4.0 out of 5 starsPractical and Actionable Advice for the Advisor from Some of the Best
8 August 2012 - Published on Amazon.com
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4 people found this helpful
Steven Hughes
5.0 out of 5 starsOne of the best
12 March 2019 - Published on Amazon.com
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One person found this helpful
Ned Ryerson
5.0 out of 5 starsGreat book
31 December 2017 - Published on Amazon.com
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5.0 out of 5 starsHighly recommended! Read below..
6 March 2015 - Published on Amazon.com
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3 people found this helpful
5.0 out of 5 starsPractice Changing
30 June 2012 - Published on Amazon.com
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One person found this helpful