Title The million-dollar financial advisor : powerful lessons and proven strategies from top producers / David J. Mullen, Jr. [O'Reilly electronic resource]

Publication Info.

New York : AMACOM, American Management Association, [2010]

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Available on O’Reilly for Public Libraries

Bookmark link: https://library.naperville-lib.org:444/record=b3152302~S1

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Description	1 online resource
Note	Includes index.
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.
Summary	Learn from the best in the business.
Subject	Financial planners.
	Financial services industry.
	Investment advisors.
	Financial planners -- Case studies.
	Investment advisors -- Case studies.
	Planificateurs financiers.
	Services financiers.
	Conseillers en placements.
	Planificateurs financiers -- Études de cas.
	Conseillers en placements -- Études de cas.
	investment counsels.
	Financial planners.
	Financial services industry.
	Investment advisors.
	Financial planners -- Case studies.
	Investment advisors -- Case studies.
	Financial planners
	Financial services industry
	Investment advisors
Genre	Electronic books.
	Case studies
Other Form:	Print version: Million-dollar financial advisor. New York : AAMACOM, merican Management Association, [2010] 9780814414729 (DLC) 2009025149
ISBN	9780814414736 (eBook)
	0814414737
	1282333844
	9781282333840
Music No.	MWT11647705

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