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The Million Dollar Financial Advisor
Book

The Million Dollar Financial Advisor

Powerful Lessons and Proven Strategies from Top Producers

David J. Mullen Jr.
AMACOM, 2009

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Editorial Rating

8

Qualities

  • Applicable

Recommendation

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.

Take-Aways

  • Only 1% of those who start out as financial advisors become million-dollar producers.
  • Thirteen “success principles” inform the daily activities of these “top advisors”:
  • Top advisors maintain a professional “mind-set” and “leverage” fewer but richer clients for greater profitability.

About the Author

David J. Mullen Jr. is a 30-year financial industry veteran and former managing director at Merrill Lynch, where he trained more than 500 financial advisors.

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