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


David J. Mullen Jr. - 2009
    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.

Overcoming the Five Dysfunctions of a Team: A Field Guide for Leaders, Managers, and Facilitators


Patrick Lencioni - 2002
    In Overcoming the Five Dysfunctions of a Team, Lencioni offers more specific, practical guidance for overcoming the Five Dysfunctions--using tools, exercises, assessments, and real-world examples. He examines questions that all teams must ask themselves: Are we really a team? How are we currently performing? Are we prepared to invest the time and energy required to be a great team? Written concisely and to the point, this guide gives leaders, line managers, and consultants alike the tools they need to get their teams up and running quickly and effectively.