The million-dollar financial advisor : powerful lessons and proven strategies from top producers /
Learn from the best in the business.
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Main Author: | |
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Format: | eBook |
Language: | English |
Published: |
New York :
AMACOM, American Management Association,
[2010]
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Subjects: | |
Online Access: | CONNECT CONNECT CONNECT CONNECT |
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100 | 1 | |a Mullen, David J., |c Jr., |e author. | |
245 | 1 | 4 | |a The million-dollar financial advisor : |b powerful lessons and proven strategies from top producers / |c David J. Mullen, Jr. |
264 | 1 | |a New York : |b AMACOM, American Management Association, |c [2010] | |
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500 | |a Includes index. | ||
505 | 0 | |a 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. | |
588 | |a Description based on print version record; title from PDF title page, viewed (07/28/2020). | ||
520 | |a Learn from the best in the business. | ||
590 | |a O'Reilly Online Learning Platform: Academic Edition (SAML SSO Access) | ||
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650 | 0 | |a Financial planners. | |
650 | 0 | |a Financial services industry. | |
650 | 0 | |a Investment advisors. | |
650 | 0 | |a Financial planners |v Case studies. | |
650 | 0 | |a Investment advisors |v Case studies. | |
655 | 7 | |a Case studies. |2 fast |0 (OCoLC)fst01423765 | |
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