Mullen gives financial advisors all the tools and guidance they need to: get the appointment; build relationships; convert prospects to client; retain clients;

The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several mill

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

Price Management in Financial Services shows how to incorporate the modern techniques of value based pricing in both product design and pricing. You are given a

Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? This book provides all the answers a