THE MILLION-DOLLAR FINANCIAL ADVISOR TEAM: BEST PRACTICES FROM TOP PERFORMING TEAMS

Book ID/图书代码： 06001518C00001

English Summary/英文概要： David Mullen, Jr., whose financial advisor program at Merrill Lynch had a success rate twice the industry average, shows advisors how to effectively offer wealth and financial management services under one roof to better service clients.

When exacting clients, high expectations, and the need to grow define your job, you need to be at the top of your game. That’s why more and more financial advisors are pooling resources to meet demand and joining teams in the process.

Yet many advisory teams fail to reach their full potential. Why do some teams soar while others struggle? The Million-Dollar Financial Advisor Team takes you inside some of the highest functioning teams in the industry, uncovering the best practices that fuel success. Start, tweak, or rethink your own team by learning how to:

Select the right structure

Agree on a team vision and a plan to achieve it

Define individual roles and responsibilities

Retain top performers through thoughtful, results-based compensation

Save time and effort by crafting efficient processes for every key task

Catapult revenue with wealth-management offerings that clients will pay a premium for

Expand your practice with great marketing

By implementing effective team-building strategies and building a highly functioning team, you’ll gain more affluent clients--and serve them better--than you ever would alone.

Chinese Summary/中文概要： 戴维·马伦在美林的理财顾问项目的成功率是行业平均水平的两倍。

当苛刻的客户、高期望和增长需求定义了你的工作时，你需要在你的游戏中处于顶端。这就是为什么越来越多的财务顾问正在集中资源以满足需求，并在这个过程中加入团队。

然而，许多咨询团队未能充分发挥其潜力。为什么有些球队高飞而有些球队却在挣扎?《百万美元的财务顾问团队》将带您进入行业中一些最高效的团队，揭示推动成功的最佳实践。通过学习如何开始、调整或重新思考你自己的团队:

选择正确的结构

就团队愿景和实现目标的计划达成一致

定义个人角色和职责

通过深思熟虑的、以结果为基础的薪酬来留住优秀员工

通过为每个关键任务制定有效的流程来节省时间和精力

通过提供客户愿意支付溢价的理财产品来大幅增加收入

扩大你的实践与伟大的营销

通过实施有效的团队建设策略和建立一个高效的团队，你将获得更多富有的客户——并更好地为他们服务——比你一个人做的还要好。（WYL）

Awards/获奖情况：

About the Author/作者介绍： 戴维·马伦(恩格尔伍德市 )是《百万美元金融顾问》和《百万美元金融服务实践》的作者。他有37年的行业经验，曾担任美林董事总经理。在美林，他的顾问培训项目的成功率一直是行业平均水平的两倍。

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.

Format:HARDCOVER

Rights Status/版权销售情况：Simplified Chinese/简体中文：SOLD

Complex/Traditional Chinese/繁体中文：AVAILABLE

Sales in other countries/其他国家销售情况：

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