-
The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- Narrated by: Allan Robertson
- Length: 8 hrs and 24 mins
- Unabridged Audiobook
- Categories: Business & Careers, Marketing & Sales
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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.
More from the same
What listeners say about The Million-Dollar Financial Advisor
Average Customer RatingsReviews - Please select the tabs below to change the source of reviews.
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story4 out of 5 stars
- SS MacIntyre
- 03-10-15
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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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Wolf Dad
- 03-21-17
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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Overall5 out of 5 stars
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Performance4 out of 5 stars
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Story5 out of 5 stars
- Nader N
- 03-24-17
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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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- J. Rob
- 08-25-15
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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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- David
- 04-04-19
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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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Hal Coghill
- 03-22-19
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.
1 person found this helpful
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Priya
- 03-18-17
Excellent book
I like book, it's not helpful to financial advisers but also other professionals for self improvement..
1 person found this helpful
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Christopher
- 04-05-15
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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Overall3 out of 5 stars
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Performance3 out of 5 stars
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Story3 out of 5 stars
- Josiah
- 03-30-15
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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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- Vanessa
- 07-15-21
Grear Introduction on what is a F.A.
Great example of what is a Financial Advisor world about! Makes clear that is not an easy game, but is worth 100% if putting the hard work and patience.
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Overall5 out of 5 stars
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Performance5 out of 5 stars
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Story5 out of 5 stars
- 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.
2 people found this helpful