Books

NEW: The Million-Dollar Financial Advisor Team
Best Practices from Top Performing Teams

When exacting clients, high expectations, and the need to grow define your job, you need to be at the top of your game. That’s why more and more financial advisors are pooling resources to meet demand and joining teams in the process.

Yet many advisory teams fail to reach their full potential. Why do some teams soar while others struggle? The Million-Dollar Financial Advisor Team takes you inside some of the highest functioning teams in the industry, uncovering the best practices that fuel success. Start, tweak, or rethink your own team by learning how to:

  • Select the right structure
  • Agree on a team vision and a plan to achieve it
  • Define individual roles and responsibilities
  • Retain top performers through thoughtful, results-based compensation
  • Save time and effort by crafting efficient processes for every key task
  • Catapult revenue with wealth-management offerings that clients will pay a premium for
  • Expand your practice with great marketing

By implementing effective team-building strategies and building a highly functioning team, you’ll gain more affluent clients—and serve them better—than you ever would alone.

 

 


The Million-Dollar Financial Services Practice
A Proven System for Becoming a Top Producer, Second Edition

The second edition is updated throughout and contains new strategies for acquiring affluent clients and assets by providing Wealth Management services, using social media and “Alumni Marketing,” targeting successful realtors as clients, and much more. Using the method he has taught at Merrill Lynch and is famous for in the industry, author David J. Mullen, Jr. shows how anyone – no matter where they are in their career – can get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. Packed with templates, scripts, letters, and tried-and-true Market Action Plans, the book provides readers with the tools and guidance they need to take their financial services practice to the million-dollar level and beyond.

 

 

 

 


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

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.

 

 


So many books…so little time. So how does an advisor decide which book to read? Which book will not only be an engaging read, but provide more than advice? Which book will present practical and relevant content in the form of tactical techniques and tools?

The answer comes not from us, but from a wide variety of industry experts who have reviewed most of the financial services books on the market today and have compiled their own bestseller book lists.

Both The Million Dollar Financial Services Practice: A Proven System for Becoming a Top Producer and The Million Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers authored by David J. Mullen, Jr. consistently appear on the top industry reading lists:

  • AdvisorOne “Top Five Best Books for Advisors”
    • AdvisorOne compiled data from The New York Times business best sellers list, Amazon.com, Barnes & Noble.com and Nielsen BookScan at The Wall Street Journal online.
  • FinancialAdvisorsBooks.com “Top 10 List”
    • #2: The Million Dollar Financial Services Practice
    • #3: The Million Dollar Financial Advisor
  • Financial-Planning Magazine: “Essential Summer Reading List for Financial Advisors”
    • The Million Dollar Financial Advisor is listed on the 2012 Essential Summer Reading List.
  • Accounting Today:
    • It’s a Wonderful Life’s George Bailey wishes for a million dollars, but he’d have been wiser to wish for The Million Dollar Financial Services Practice, since it would show him how to build just that.”
  • Agent’s Sales Journal:
    • “Mullen’s book (The Million Dollar Financial Services Practice) can serve as a helpful resource for financial professionals who have the motivation and desire to build and maintain a solid business model.

Dave’s books have also been featured in:

  • Broker Dealer Journal
  • Research Mag.com
  • Investment News

Reader Quotes:

“… wish I had this book from the beginning of my career. In my opinion this book gives the reader a precise roadmap to follow to build a successful financial services practice. I just hired a 26 year old rep and told him to read this book 4 times a year for the next 5 years, where he can recite it back and he will get very wealthy.

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“… if you only read AND FOLLOW one book in order to take your practice to the next level, THIS IS THE ONE!!! ”

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“…This book by Dave Mullen is in a class of its own. Through the countless books, seminars and weekend training retreats that I have utilized to improve my practice…The Million Dollar Financial Services Practice: A Proven System for Becoming a Top Producer cuts to the heart of the matter and addresses “Doing the right things everyday…providing clarity of vision, process and discipline.” It’s the “Best” I’ve ever read.”

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“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. … 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 too late to change the trajectory that I am on and set a new course in my own career. ”

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5.0 out of 5 stars: A handy guide to becoming a million-dollar money manager, November 15, 2010

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getAbstract recommends this easy to read book… “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. “/p>
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5.0 out of 5 stars: All Meat, No Filler! (Only better resource is a multi-million dollar producer mentoring you all day every day), November 4, 2009

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“If you buy only book ever, this is it! Dave is very specific, gives you the verbiage 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 notice 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.”

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“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).”

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“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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“If you have ever wished you could talk to the top FA’s in our industry and find out how they made it, then the “Million Dollar FA” is for you. The book not only gives you the FA’s best practices but also a step by step system to implement them. The strategies have been very easy to include in my daily activities. I had immediate success with the tactical strategy of getting more assets from existing clients.

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…Dave has taken his years of experience as a FA and Manager and his ability to teach to create a must read book for anyone who wants to take their business to a higher level. ”

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