O'Reilly logo

The Million-Dollar Financial Advisor by David J. MULLEN

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

16

The Asset Challenge

THE PURPOSE OF this book is to enable you to learn from our top advisors and to implement their best practices, taking your business to a significantly higher level. You should now be familiar with the strategies that define the 13 lessons, and understand how our top advisors implemented them into their own businesses. Their personal examples specifically highlighted many of the tactics that worked for them.

The word tactics comes from a military term used to describe “the steps that need to be taken to execute the strategic plan.” Too often, training in our industry is focused on just the strategy. This chapter will supply you with the information on the necessary tactics that can bring the 13 strategies to life.

The idea ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required