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" The million-dollar financial advisor : "


Document Type : BL
Record Number : 1009442
Doc. No : b763812
Main Entry : Mullen, David J.,Jr.
Title & Author : The million-dollar financial advisor : : powerful lessons and proven strategies from top producers /\ David J. Mullen, Jr.
Publication Statement : New York :: AMACOM, American Management Association,, [2010]
Page. NO : 1 online resource
ISBN : 0814414737
: : 1282333844
: : 9780814414736
: : 9781282333840
: 0814414729
: 9780814414729
Notes : Includes index.
Contents : Lesson #1 : the top advisor mindset -- Lesson #2 : the "leverage of size" principle -- Lesson #3 : professional development -- Lesson #4 : specialization -- Lesson #5 : relationship focus -- Lesson #6 : marketing best practices -- Lesson #7 : professional referral networks -- Lesson #8 : nonprofit organization involvement -- Lesson #9 : long-term orientation -- Lesson #10 : creating a team -- Lesson #11 : wealth management -- Lesson #12 : commitment to service -- Lesson #13 : time management -- Taylor Glover : lessons from the very top -- Henry Camp : going from good to great -- The asset challenge.
Abstract : Learn from the best in the business.
Subject : Financial planners, Case studies.
Subject : Financial planners.
Subject : Financial services industry.
Subject : Investment advisors, Case studies.
Subject : Investment advisors.
Subject : BUSINESS ECONOMICS-- Investments Securities-- General.
Subject : Financial planners-- Case studies.
Subject : Financial planners.
Subject : Financial planners.
Subject : Financial services industry.
Subject : Financial services industry.
Subject : Investment advisors-- Case studies.
Subject : Investment advisors.
Subject : Investment advisors.
Dewey Classification : ‭332.6‬
LC Classification : ‭HG179.5‬
copyhttps://lib.clisel.com/site/catalogue/1009442
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