Skip to Content
The Million-Dollar Financial Advisor
book

The Million-Dollar Financial Advisor

by David J. MULLEN
November 2009
Beginner
272 pages
6h 24m
English
AMACOM
Content preview from The Million-Dollar Financial Advisor

10

LESSON TEN

Creating a Team

THE PROLIFERATION of teams in the financial services business has been a fairly recent phenomenon, gaining traction in the 1990s. With one exception, none of our top advisors had the opportunity to be a junior partner, because team opportunities simply didn’t exist when most of them started. In many cases they were pioneers in the formation of teams in our industry. Yet every one of the top advisors told me that working with a team has given them the opportunity to spend more time doing what they do best: meeting with affluent clients and prospects. The team approach has universally made a positive difference in the success of their practices.

Today, every one of our top advisors is the leader of a vertical team ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

Read now

Unlock full access

More than 5,000 organizations count on O’Reilly

AirBnbBlueOriginElectronic ArtsHomeDepotNasdaqRakutenTata Consultancy Services

QuotationMarkO’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.
Julian F.
Head of Cybersecurity
QuotationMarkI wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.
Addison B.
Field Engineer
QuotationMarkI’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.
Amir M.
Data Platform Tech Lead
QuotationMarkI'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
Mark W.
Embedded Software Engineer

You might also like

Financial Management

Financial Management

Jack Alexander

Publisher Resources

ISBN: 9780814414729