The Million-Dollar Financial Advisor Team

Best Practices from Top Performing Teams

Business & Finance, Personal Finance, Money Management
Cover of the book The Million-Dollar Financial Advisor Team by David J. Mullen, Jr., AMACOM
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: David J. Mullen, Jr. ISBN: 9780814439210
Publisher: AMACOM Publication: August 21, 2018
Imprint: AMACOM Language: English
Author: David J. Mullen, Jr.
ISBN: 9780814439210
Publisher: AMACOM
Publication: August 21, 2018
Imprint: AMACOM
Language: English

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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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:

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.

More books from AMACOM

Cover of the book Rental-Property Profits by David J. Mullen, Jr.
Cover of the book Conflict 101 by David J. Mullen, Jr.
Cover of the book Clean Energy Nation by David J. Mullen, Jr.
Cover of the book Building Project-Management Centers of Excellence by David J. Mullen, Jr.
Cover of the book Succeeding in the Project Management Jungle by David J. Mullen, Jr.
Cover of the book Fitness After 40 by David J. Mullen, Jr.
Cover of the book Mergers and Acquisitions from A to Z by David J. Mullen, Jr.
Cover of the book The Power of Business Process Improvement by David J. Mullen, Jr.
Cover of the book Transforming Performance Measurement by David J. Mullen, Jr.
Cover of the book The Art of War for Small Business by David J. Mullen, Jr.
Cover of the book Kanban Made Simple by David J. Mullen, Jr.
Cover of the book Think Agile by David J. Mullen, Jr.
Cover of the book The Board of Directors and Audit Committee Guide to Fiduciary Responsibilities by David J. Mullen, Jr.
Cover of the book Preparing for Leadership by David J. Mullen, Jr.
Cover of the book Stronger by David J. Mullen, Jr.
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy