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Are you generating 1 million dollars or more in annual revenue? If you are, would you like to keep growing to maybe $2M or more?
Or do you aspire to become a million dollar financial advisor? If either is true for you, then you’re going to love this episode of Top Advisor Podcast.
In this episode, Referral Coach Bill Cates interviews Dave Mullen, a veteran in developing top financial advisors, for an engaging discussion. With over 44 years of experience, Dave provides insights backed by his bestselling books, The Million-Dollar Financial Practice, and The Million Dollar Financial Advisor Team.
Bill & Dave Discuss:
- (05:40) Seven traits of successful advisors, from optimism to time management.
- (09:31) The importance of client segmentation and how it increases productivity.
- (15:42) Transitioning from client service to creating a client experience that builds trust, loyalty, and referrals.
- (19:32) The first 90 days! Crafting a remarkable onboarding process for new clients.
- (24:30) Mastering the art of gaining referrals through a structured, strategic approach. A powerful mindset shift.
- …And more!
Related: Mastering Value Conversations: The Key to Stronger Client Relationships