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The million-dollar financial advisor : powerful lessons and proven strategies from top producers
Author
Title
The million-dollar financial advisor : powerful lessons and proven strategies from top producers / David J. Mullen, Jr.
ISBN
9780814414736
0814414737
9780814414729
0814414729
Published
New York : American Management Association, ©2010.
Physical Description
1 online resource (276 pages)
Local Notes
Access is available to the Yale community.
Access and use
Access restricted by licensing agreement.
Variant and related titles
O'Reilly Safari. OCLC KB.
Other formats
Print version: Mullen, David J., Jr. Million-dollar financial advisor. New York : American Management Association, ©2010
Format
Books / Online
Language
English
Added to Catalog
January 09, 2020
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.
Genre/Form
Case studies.
Also listed under
Safari Books Online (Firm)
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