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Acknowledgments ix
Introduction 1
Part 1 The Lessons
1 Lesson #1: The Top Advisor Mindset 23
2 Lesson #2: The "Leverage of Size" Principle 37
3 Lesson #3: Professional Development 50
4 Lesson #4: Specialization 61
5 Lesson #5: Relationship Focus 72
4 Lesson #6: Marketing Best Practices 82
7 Lesson #7: Professional Referral Networks 113
8 Lesson #8: Nonprofit Organization Involvement 131
9 Lesson #9: Long-Term Orientation 144
10 Lesson #10: Creating a Team 154
11 Lesson #31: Wealth Management 167
12 Lesson #12: Commitment to Service 179
13 Lesson #13: Time Management 194
part 2 Putting the Lessons into practice
14 Taylor Glover: Lessons from the Very Top 209
15 Henry Camp: Going from Good to Great 227
16 The Asset Challenge 239
Index 267
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
Nicolle Duran
reviewed The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers on December 11, 2019
The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers
Obviously, this book is only going to appeal to members of the financial services community. It is a relatively easy read, and laid out as stories based upon 15 of the top advisers in the south east of United States.
Nothing really new here, in terms of earth shattering, Epiphany laden, silver bullet advice. However, I did and joy reading this book as I feel most other financial advisors would, because the lessons contained in the book are great review material for nearly any financial services practice.
It was good to read something like this at least every 4 to 6 months. The author has written other books of similarly related industries.
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Add The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers, 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 , The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers to the inventory that you are selling on WonderClubX
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Add The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers, 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 , The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers to your collection on WonderClub |
