The Million-Dollar Financial Advisor Team

The Million-Dollar Financial Advisor Team

Best Practices from Top Performing Teams

David J. Mullen, Jr.


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Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success.

The book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself.

The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you:

  • how to build and focus on client relationships,
  • have a top advisor mindset,
  • develop a long-term approach and much more.

Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.


David J. Mullen, Jr.:

David J. Mullen, Jr.(Englewood, CO) is the author of The Million-Dollar Financial Advisor and The Million-Dollar Financial Services Practice. He is a 37-year industry veteran and former managing director at Merrill Lynch, where his advisor training program had a consistent success rate of twice the industry average.