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The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers [Kindle Edition]

David J. Mullen Jr.
4.6 out of 5 stars  See all reviews (19 customer reviews)

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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 mil lion 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 book also features two complete case studies. First there is the "best of the best" advi sor 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 sub jects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.


Editorial Reviews

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.

From the Inside Flap

During David J. Mullen Jr.’s decades-long career successfully training top financial advisors, he was privileged to meet some of the very best and brightest in the financial services industry. While recruiting, hiring, and working with over 100 individuals who either were or, under his guidance, became “million plus” financial advisors, he was able to observe the best practices of these top financial advisors …and now, in this book, he picks the brains of 15 of the very, very best, asking them how they got to be at the top of their game, how they stay there…and how you can do the same.

Organized into 13 distinct lessons derived from the principles each and every one of these highly successful advisors has followed to amazing results on their own personal and professional journeys, The Million-Dollar Financial Advisor illuminates the essence of these superstar advisors’ thoughts on topics crucial to your own advancement in the industry, including:

Developing the Proper Mindset. Top advisors are confident and competitive, always providing an aura of being at the top of their game. This book shows you through specific examples how the best of the best remain focused and goal-oriented throughout their careers, always aspiring to do better, and consistently able to articulate their specific goals immediately and succinctly. Learn how to develop high energy, an incredible work ethic, and an overall vision that will see you through any challenges you may face.

Professional Development. Whether it’s through professional designations, ongoing education, or searching for better and more efficient business practices, you need to devote the proper time and resources to set yourself apart from the competition. This book provides you with field-tested techniques for doing so, as well as methods for ensuring that you never quit learning.

Determining Your Area of Specialization. Typically, financial advisors start out as generalists, casting a wide net to find whatever clients they can find. But over time, you must winnow your sights down to a particular niche. Find out how to identify your own area of expertise…and then corner the market.

Become a Wealth Manager. Cream-of-the-crop advisors take a comprehensive, holistic approach to investment management, taking care of all of their clients’ financial needs, from portfolio management to liability management, asset protection, banking, retirement, and estate planning. This book reveals long-term, practical techniques for earning trust and expanding your advisory roles for your best clients.

Marketing. If you want to push yourself into the million-dollar bracket, you’ll have to learn how to actively—and successfully—market yourself over the course of your entire career. Discover the practices top practitioners use involving client referrals, professional referral networks, client events, nonprofit leadership, niche marketing, and more.

Focus on Relationship. Become a master relationship builder, communicating, socializing, and gaining access to affluent clients and prospects by developing excellent one-on-one people skills. Discover how to become an active listener, constantly and immediately attuned to the needs of affluent investors.

The lessons presented in this uniquely revealing book have withstood the test of time no matter what the state of the economy, because the principles of good business always stay the same. The Million-Dollar Financial Advisor provides you a rare glimpse into the minds of the industry’s top professionals, showing you a clear way to the top of your own greatest ambitions.

DAVID J. MULLEN JR. is the author of The Million-Dollar Financial Services Practice as well as a 30-year industry veteran and former Managing Director at Merrill Lynch, where he trained more than 500 financial advisors. The success rate of his advisor training programs has been significantly higher than the industry average. Dave can be reached through his website, www.learntactix.com. He lives in Englewood, Colorado.


Product Details

  • File Size: 1895 KB
  • Print Length: 288 pages
  • Publisher: AMACOM (November 2, 2009)
  • Language: English
  • ASIN: B002UKQ124
  • Text-to-Speech: Enabled
  • X-Ray:
  • Lending: Not Enabled
  • Amazon Best Sellers Rank: #103,637 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
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Customer Reviews

Most Helpful Customer Reviews
11 of 12 people found the following review helpful
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.
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10 of 11 people found the following review helpful
5.0 out of 5 stars Great Advice December 13, 2010
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.
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6 of 6 people found the following review helpful
5.0 out of 5 stars A handy guide to becoming a million-dollar money manager November 15, 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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18 of 23 people found the following review helpful
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.
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2 of 2 people found the following review helpful
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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4 of 5 people found the following review helpful
5.0 out of 5 stars well-researched November 22, 2009
Format:Hardcover|Verified Purchase
A must-read for any financial sales professional who desires to be among the top in his field. Dave Mullen has once again applied his experiences with training successful financial advisors and drawn on his vast network of top achievers to produce a compendium of best practices for this profession. Whether a rookie or seasoned financial advisor, the reader will be encouraged to improve her business by Dave's insights into the habits and strategies of the elite of this industry.
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Most Recent Customer Reviews
4.0 out of 5 stars Relevant and logical
I think this is relevant to many professional fields but basically the book affirms the following. The million dollar financial advisors are 1 good at what they do 2 put their... Read more
Published 1 month ago by Mharper06
5.0 out of 5 stars If you are serious about earning seven figures and beyond as an...
If you are serious about hitting a level in FInancial Advisory that few do which is the seven figure earning level, then you understand the power of modelling strategy and learning... Read more
Published 4 months ago by Gerard I. Ezinwoke
5.0 out of 5 stars Book that will show you how the best remain successful
Dave Mullen give examples of advisors who are the best in the industry. His ability to synthesize their thoughts and actions provide you with a roadmap for success.
Published 4 months ago by Kevin Wallace
5.0 out of 5 stars Easy to read
This is a really good for the new Financial Advisor. The book has excellent ideas for attracting and maintaining clients as well as how to grow your business.
Published 5 months ago by Lewis M. Rosenblatt
5.0 out of 5 stars Must read for everyone in a client based business!
This book is packed full of priceless information. You do not have to be an advisor to gain great insight from this book.
Published 9 months ago by @tad_davis
5.0 out of 5 stars Great book
I think the author nailed it. Mentioned several things already part of my business but so much more that I can start implementing.
Published 10 months ago by Jessica Cook
5.0 out of 5 stars Excellent book
This is an all time great book for professional financial advisors. It is most likely that by the time you reach half the book, your income and impact soars. Read more
Published 15 months ago by Wilbert R. Mutoko
2.0 out of 5 stars First book was more useful
I gained more from the first book than this one. However, I believe this will be more powerful later in my career.
Published 16 months ago by SherwoodSchmidt
5.0 out of 5 stars Practice Changing
I am only on chapter six, but it has been very enlightening. The book has helped me become focused and revisit my business plan so I can start building the practice I have... Read more
Published 21 months ago by ddries
4.0 out of 5 stars I liked it!
As someone who is looking to get into the industry I found many of the topics very insightful and hopefully helpful when I finally make the leap!
Published 22 months ago by Jeremy
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More About the Author

David J. Mullen Jr. (Englewood, CO) is the author of The Million-Dollar Financial Services Practice as well as a 30-year industry veteran and former Managing Director 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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