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Ebook Download , by David J. Mullen Jr.
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, by David J. Mullen Jr.
Ebook Download , by David J. Mullen Jr.
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Product details
File Size: 746 KB
Print Length: 289 pages
Simultaneous Device Usage: Up to 5 simultaneous devices, per publisher limits
Publisher: AMACOM; Special ed. edition (November 2, 2009)
Publication Date: November 2, 2009
Sold by: Amazon Digital Services LLC
Language: English
ASIN: B002UKQ124
Text-to-Speech:
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Amazon Best Sellers Rank:
#128,735 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
The follow on book to David Mullen's "Million Dollar Financial Services Practice". This book focuses on 15 separate advisors, and 13 lessons that can be learned from them. These 13 lessons are specific and actionable, and backstopped with stories and anecdotes from successful advisors with broad geographic and practice areas.The book is a good complement to the original, and there is a motivational component to the book that makes you feel as a reader that the implementation of these strategies is both possible and practical - as well as the fact that these are multi-million dollar producers who actually did it, all over the country and in many different practice areas.The book is well written, easy to read, and has short checklists and summaries at the end of the lessons that will help focus the implementation of the practice development plan laid out in the two books. Definitely worth the read.
Every financial advisor should read this book. Great insights and tips are in here in a very easy to read format.
If you are looking for ways to market yourself and manage clients this is a great book. This book is full of strategies used by successful wealth managers. You will find lots of information to help you develop or enhance your pitch book.This book less on strategies to build or manage wealth and more focused on how to land affluent prospects, manage your clients and get referrals.
I am only on chapter six, but it has been very enlightening. The book has helped me become focused and revisit my business plan so I can start building the practice I have envisioned when I started rather than what it has become. I have built my confidence, raised the bar for the clients I am looking for, and implementing strategies to grow my business to what I dreamed of...This is a must read if you have not yet acheived the success for your practice which you desire. It gives real life guidance as to how you can grow your practice to what you want it to be, not generic information like most books.I see myself reading this multiple times....may update as I implement new strategied from the book.
There are outdated tactics in here. The chapter on Taylor Glover is worth listening to multiple times.
The concepts we intuitively presented and discussed. The book was an amazing and insightful reading experience for me as a young advisor.
Read this book if you want to become a financial planner. This book shows you in details about the psychology and practice of good financial advisory services. Having understand this book, you can also use the knowledge to find a good financial planner for yourself.
Not really what I was looking for. I was expecting more in terms of better guidance to building portfolios for clients. It does give info on what amount of prospecting and networking it takes to build this business.
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