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.
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Fantastic tips and practices
- SS MacIntyre
I can't believe Financial Advising is an actual job. It's not financial advising, it's schmoozing.
The book was well put together. It was amazing to me just how much schmoozing there is in the financial services industry. The content is not at all about the markets, but instead it's about connecting with people and making them think you know what you're talking about, whether you do or not.