The Million-Dollar Financial Advisor

Powerful Lessons and Proven Strategies from Top Producers
Narrated by: Allan Robertson
Length: 8 hrs and 24 mins
4.5 out of 5 stars (307 ratings)

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Publisher's Summary

The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with 15 top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into 13 distinct lessons. Each is explained step-by-step for immediate application by veteran and new financial professionals alike. 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 turnaround 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.

©2010 David J. Mullen, Jr. (P)2014 Audible, Inc.

What listeners say about The Million-Dollar Financial Advisor

Average Customer Ratings
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Fantastic tips and practices

Great book that both encourages and inspired one to the next level of performance.

I highly recommend to new and experienced advisors.

4 people found this helpful

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All the Practices I've been Using & So Much More

All in a beautifully outlined format, with excellent stories and references to go with each. This is the Bible for an FA.

3 people found this helpful

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Financial Advisor? This is a must listen

Where was this book when I started my career? The information is priceless. Time very well spent

2 people found this helpful

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Great For New Advisors

Amazing book. Having it as audio is perfect for me to listen to on work lunch breaks and commuting to and from work.

2 people found this helpful

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Informative On Steps to Getting Increased Revenue

This book was insightful and informative. Discusses the steps and areas to focus on. I will use it to help increase my own business on my way to generating one million plus in revenue.

1 person found this helpful

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Great Practical Advice

I thought this was excellent practical tips and advice. Even though I am relatively new to the business, I found it valuable and engaging.

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Excellent book

I like book, it's not helpful to financial advisers but also other professionals for self improvement..

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Great resource

Lots of great anecdotal lessons. Could use more facts and figures but valuable none-the-less. I plan on revisiting regularly.

2 people found this helpful

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Great information for a perfect world.

Unfortunately some of us don't live there. Not great info for fresh starters who have to pass off affluent clients to senior advisors.

2 people found this helpful

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Practical

It’s a must “read” book that which is very practical. It focuses on the framework of a financial advisor’s daily duties. The difference between good and great are on the details. This book is talking about the details.

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  • Matthew Lynch
  • 04-06-19

Exceptional.

This book is as current today as it was when it was published in 2009. it is the conclusive blueprint for success in this business in my opinion and reflects many of the strategies I know the most successful firms and advisers use. Whilst there are subtle cultural differences between the USA and the UK, all of the content is just as useful and would be just as effective for the UK market.