The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

  • Share this:
Share with a friend
Sign into your email account to send this page to a friend:
Outlook or Apple Mail
or other default program
Walmart Gift Card
Put the fun of shopping in their hands with Walmart Gift Cards! Ship to Home or Send via email.
Advertisement
Advertisement

The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

Format:  Hardcover,

276 pages

Publisher: Amacom Books

Publish Date: Nov 2009

ISBN-13: 9780814414729

ISBN-10: 0814414729

Buy from Walmart

Shipping & Pickup
Online
$18.32

In stock for:

  • Store information not available.

Buy from Marketplace

Shipping & Additional Information

Book Information

The following content was provided by the publisher.
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, "The Million-Dollar Financial Advisor" distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: - Building and focusing on client relationships - Having a top advisor mindset - Developing a long-term approach - Specialization - Marketing - And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, "The Million-Dollar Financial Advisor" is a priceless success tool for any and all financial advisors.

Specifications

Author:
Publisher: Amacom Books
Publish Date: Nov 2009
ISBN-13: 9780814414729
ISBN-10: 0814414729
Format: Hardcover
Number of Pages: 276
Shipping Weight (in pounds): 2.0
Product in Inches (L x W x H): 6.32 x 1.09 x 9.22

Chapter outline

Acknowledgments
Introduction
The Lessons
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 #31: Wealth Management
Lesson #12: Commitment to Service
Lesson #13: Time Management
Putting the Lessons into practice
Taylor Glover: Lessons from the Very Top
Henry Camp: Going from Good to Great
The Asset Challenge
Index

Book description

The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover:

• Building and focusing on client relationships

• Having a top advisor mindset

• Developing a long-term approach

• Specialization

• Marketing

• And much more

The book also features two complete case studies. First there is the “best of the best” advisor whose incredible success showcases the power of all the book’s principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it’s never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Customer Product Reviews

 

Gifting Plans

Financing Offers

Enjoy Great Financing!

Make the most of your shopping experience with the Walmart Discover® or Walmart Credit Card.

Save $25 when you open a Walmart® Credit Card and spend $75 today.*

*Offer subject to credit approval

Learn More or Apply Now

No Payments + No Interest if Paid in Full in 6 Months!
Enjoy no payments for 6 months. You'll have 6 months with no payments, and no interest if paid in full within 6 months on orders over $250. Otherwise, interest will be charged from the original date of purchase. Bill Me Later is the quick, easy, secure way to buy online without using your credit card. Simply select Bill Me Later at checkout. Subject to credit approval.

See Terms