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The Million-dollar Financial Advisor Team by Allan Robertson

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The Million-dollar Financial Advisor Team

Best Practices From Top Performing Teams

Allan Robertson, David J. Mullen Jr., Audible Studios

AMACOM · Print & ebook · September 6, 2022

Reading lane: Wealth Management

Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success.

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At a Glance

Who It's For

Good for readers interested in managementGood for readers who enjoy Wealth Management and Financial Services.

Book Details

Authors
Allan Robertson, David J. Mullen Jr., Audible Studios
Publisher
AMACOM
Published
September 6, 2022
Format
Print & ebook
Theme
Wealth Management · Financial Services
Reading lane
Wealth Management

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Publisher Categories

  • Wealth Management

  • Financial Services

About This Book

Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to...

Read full description

Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: - how to build and focus on client relationships, - have a top advisor mindset, - develop a long-term approach, - and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.

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