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The million-dollar financial advisor : powerful lessons and proven strategies from top producers / David J. Mullen, Jr.

By: Mullen, David J., Jr.
Publisher: New York : American Management Association, c2010Description: 276 p. ; 24 cm.ISBN: 0814414729 (hbk.); 9780814414729 (hbk.).Subject(s): Financial planners | Financial services industry | Investment advisors | Financial planners -- Case studies | Investment advisors -- Case studiesDDC classification: 332.6
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.
Item type Current location Shelf location Call number Copy number Status Notes Date due Barcode
Main Collection Taylor's Library-TU

Floor 3, Shelf 6 , Side 1, TierNo 4, BayNo 2

 332.6 MUL 2010 (Browse shelf) 1 Available TBSxx,28000,03,CL 5000104604

Includes index.

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.