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

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

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

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

Synopsis

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 insightsfrom his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Excerpt

I have always had an insatiable curiosity about the methods successful people use to reach the pinnacle of their industry. I am particularly interested in the financial services field, because this is where I have made my career. When I started in the business back in 1980, my goal was to create my own million-dollar practice, but I had absolutely no idea how to do it. I read all the literature at the time about how to be successful, but there didn’t seem to be any blueprint for me to follow. Even though I was motivated to succeed, I knew that the odds were against me: Only one percent of those who start in this business ever reach the million-dollar business level.

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