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The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers Hardcover – 1 Nov 2009


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Product details

  • Hardcover: 272 pages
  • Publisher: Amacom (1 Nov 2009)
  • Language: English
  • ISBN-10: 9780814414729
  • ISBN-13: 978-0814414729
  • ASIN: 0814414729
  • Product Dimensions: 3.2 x 15.9 x 24.1 cm
  • Average Customer Review: 5.0 out of 5 stars  See all reviews (2 customer reviews)
  • Amazon Bestsellers Rank: 132,230 in Books (See Top 100 in Books)
  • See Complete Table of Contents

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Product Description

From the Back Cover

If you could corner the world’s top financial advisors and convince them to divulge the secrets of their success, it’s fairly obvious what questions you would ask them. You would want to find out what qualities they feel have led to their place among the best, how they set themselves apart from other advisors, what methods they used to get their first—and then, biggest—clients, and whether they had a vision starting out and how their professional game plan may have evolved since then. You would ask them how they structure their time, focus their marketing efforts, and determine their own niche. And then you would try to figure out what these top-of-the-game advisors all had in common.

Based on interviews with 15 mega-successful advisors, each doing millions of dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons, covering topics essential to your own success, such as how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more.

In some cases, these principles may confirm what you are currently doing right; in others, they will identify a gap in your business practice that needs to be developed for you to attain the level of success you know you deserve.

The book lays out specific actions you can take in order to put these lessons into practice for your own business — and features two complete case studies: one of a “best of the best” advisor whose incredible career trajectory showcases the power of all the book’s principles working together; the other of a remarkable and inspiring career turnaround demonstrating that it’s never too late to reinvent yourself.

Brimming with practical advice from author David J. Mullen Jr. and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Praise for David J. Mullen Jr.’s The Million-Dollar Financial Services Practice:

“…information on marketing, prospecting, sales, and time management techniques is presented clearly and in great detail. The book is one advisors will refer to often.” — Research Magazine

“…filled with valuable information from a smart manager who has been there and done that successfully.”` — On Wall Street

“…a helpful resource for financial professionals who have the motivation and desire to build and maintain a solid business model.” — Agent’s Sales Journal

“…providing clear…processes for defining and implementing proven marketing tactics for financial practices to use as a guideline… give[s] new and existing owners some food for thought.”— Broker Dealer Journal

About the Author

David Mullen Jr. is the author of The Million-Dollar Financial Services Practice (9780814480526) as well as a 30-year industry veteran and former Manag ing Direc tor at Merrill Lynch, where he trained more than 500 financial advisors. The success rate of his advisor training programs have been significantly higher than the industry average.

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Most Helpful Customer Reviews

1 of 1 people found the following review helpful By Rolf Dobelli TOP 500 REVIEWER on 15 Nov 2010
Format: Hardcover
Financial advisors who aspire to generate at least $1 million in revenues annually will find solid-gold advice in this motivating, straightforward sales book. Author David J. Mullen Jr. surveyed the 15 "top producers" he got to know during his 30-year tenure in the financial services industry to tease out their secrets to building million-dollar-plus advisory practices. Mullen, who formerly trained financial consultants at Merrill Lynch, breaks down their achievements into 13 "success principles" that define the crème de la crème of personal finance. Getting to that first (or second) million takes hard work, but it is not rocket science. getAbstract recommends this easy to read book to tyro consultants looking to get off the ground and to experienced professionals wanting to zoom their business into the stratosphere.
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Format: Hardcover Verified Purchase
I am very glad with my purchase. I bought this book for my son and he is happy with it.
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Most Helpful Customer Reviews on Amazon.com (beta)

Amazon.com: 30 reviews
14 of 15 people found the following review helpful
Need to re-read each year to get on and hopefully stay on track! 3 Dec 2009
By Barbara Endres - Published on Amazon.com
Format: Hardcover Verified Purchase
The book was consuming, and I mean literally because I read it in one afternoon not able to put it down. It is so true that there are too few mentors in this business with the expertise and having the time to share their personal success. They don't have the time because they are too busy creating and living their success. Dave manages to capture their time for you while asking all the questions that you would if you had the chance. It was inspiring to hear the actual steps that people took to create their success. It left me feeling like it is not to late to change the trajectory that I am on and set a new course in my own career. I will read it again and use it as a compass in my own practice. I recommend it to anyone interested in taking their business to a next level.
11 of 12 people found the following review helpful
Great Advice 13 Dec 2010
By V. Magyar - Published on Amazon.com
Format: Hardcover Verified Purchase
I found this book really easy to read, the author was straight and to the point with a lot of great advice. The chapters are divided by characteristics that top earning advisors share and even though the advice may seem "touchy-feely" on the surface, it resonated with me and gave a great perspective on what success looks like for financial advisors. I'd recommend it to anyone starting out in the field or to someone looking for a fresh perspective and a boost in confidence.
6 of 6 people found the following review helpful
A handy guide to becoming a million-dollar money manager 15 Nov 2010
By Rolf Dobelli - Published on Amazon.com
Format: Hardcover
Financial advisors who aspire to generate at least $1 million in revenues annually will find solid-gold advice in this motivating, straightforward sales book. Author David J. Mullen Jr. surveyed the 15 "top producers" he got to know during his 30-year tenure in the financial services industry to tease out their secrets to building million-dollar-plus advisory practices. Mullen, who formerly trained financial consultants at Merrill Lynch, breaks down their achievements into 13 "success principles" that define the crème de la crème of personal finance. Getting to that first (or second) million takes hard work, but it is not rocket science. getAbstract recommends this easy to read book to tyro consultants looking to get off the ground and to experienced professionals wanting to zoom their business into the stratosphere.
19 of 24 people found the following review helpful
All Meat, No Filler! (Only better resource is a multi-million dollar producer mentoring you all day every day) 4 Nov 2009
By Rainmaker in the Making - Published on Amazon.com
Format: Hardcover Verified Purchase
Quick Review: If you buy only book ever, this is it! Dave is very specific, gives you the verbage that you can make you own, gives multiple stories of people who have built their book themselves and from scratch, and gives you the plan. Did you noticed I said "gives" a few times? I can't emphasize it enough, this book is a gift to those aspire to become big producers but just need the guidance

Long Review:

17 months at the firm whose training program is unrivaled on the street and I learned more about the business and how to approach the business by reading 265 pages in this book. I read it once within two days and now I am reading it again. This book truly addresses what few other books do and that is how to build a financial advisory practice from the ground up for people who don't have extraordinary resources. This book truly addresses what no other book does and that is how to build a financial advisory practice from the ground up for people who don't have extraordinary resources (repeated because I can't be there to stare you in the eye and tell you that you are doing yourself a huge disservice if you do not read this book).

One reason this industry chews up and spits out so many aspiring big producing advisors is threefold: 1)People who have made it don't make time to pass on the knowledge, 2)Not all wildly successful advisors are great teachers, 3) Some of them are insecure and are worried you might take business from them. Over the course of my 17 months in the industry I have worked very hard trying to get the pearls of wisdom that are just laid out in this book.

P.S. Don't let mediocre advisors in the industry steal you career. They will try to fill you with doubt and make you second guess yourself. Get this book so you can have the stories, strategies, anecdotes of some of the biggest producers in the industry.

P.S.S Dave-Whatever book you are working on now please get it out ASAP. I could have used this book 17 months ago. Yesterday I had a colleague ask to borrow the book when I was done. My reply was for him to buy his own damn book! (I keep my copy in my briefcase)
2 of 2 people found the following review helpful
Practical and Actionable Advice for the Advisor from Some of the Best 7 Aug 2012
By Edward J. Barton - Published on Amazon.com
Format: Hardcover Verified Purchase
The follow on book to David Mullen's "Million Dollar Financial Services Practice". This book focuses on 15 separate advisors, and 13 lessons that can be learned from them. These 13 lessons are specific and actionable, and backstopped with stories and anecdotes from successful advisors with broad geographic and practice areas.

The book is a good complement to the original, and there is a motivational component to the book that makes you feel as a reader that the implementation of these strategies is both possible and practical - as well as the fact that these are multi-million dollar producers who actually did it, all over the country and in many different practice areas.

The book is well written, easy to read, and has short checklists and summaries at the end of the lessons that will help focus the implementation of the practice development plan laid out in the two books. Definitely worth the read.
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