
The Million-Dollar Financial Services Practice
A Proven System for Becoming a Top Producer
Failed to add items
Add to Cart failed.
Add to Wish List failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
$0.99/mo for the first 3 months

Buy for $24.95
No default payment method selected.
We are sorry. We are not allowed to sell this product with the selected payment method
-
Narrated by:
-
Kevin Stillwell
About this listen
In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr., reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time-management techniques into a system that will help listeners build a successful and lucrative practice. Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows listeners how to take their financial services practice to the million-dollar level and beyond.
Download the accompanying reference guide.©2013 David J. Mullen, Jr. (P)2014 Audible, Inc.Listeners also enjoyed...
-
The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- By: David J. Mullen Jr.
- Narrated by: Allan Robertson
- Length: 8 hrs and 24 mins
- Unabridged
-
Overall
-
Performance
-
Story
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.
-
-
Fantastic tips and practices
- By SS MacIntyre on 03-10-15
-
Delivering Massive Value
- The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
- By: Matthew Jarvis
- Narrated by: Matthew Jarvis
- Length: 9 hrs and 6 mins
- Unabridged
-
Overall
-
Performance
-
Story
If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm.
-
-
A must read/listen
- By Dan Curtis on 01-28-23
By: Matthew Jarvis
-
The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
- By: Rob Knapp
- Narrated by: Scott Hoke
- Length: 3 hrs and 43 mins
- Unabridged
-
Overall
-
Performance
-
Story
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch - under the leadership of author Rob Knapp - it has grown increasingly popular within the financial services industry.
-
-
Great business ideas for an FA
- By Kyle on 03-01-15
By: Rob Knapp
-
The Advisor Playbook
- Regain Liberation and Order in Your Personal and Professional Life
- By: Duncan MacPherson, Chris Jeppesen
- Narrated by: Duncan MacPherson, Chris Jeppesen
- Length: 9 hrs and 32 mins
- Unabridged
-
Overall
-
Performance
-
Story
Practice management is often misunderstood. The Advisor Playbook will take the mystery away. Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable, and ensuring the owner runs the business and not the other way around.
-
-
Great Book
- By JF on 08-06-18
By: Duncan MacPherson, and others
-
The Advisor Breakthrough
- Your Step-By-Step Guide to Building a Million-Dollar Practice
- By: Shawn Sparks
- Narrated by: Sean Pratt
- Length: 7 hrs and 20 mins
- Unabridged
-
Overall
-
Performance
-
Story
In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice. Based on the lessons Shawn has learned from working with the country's top financial advisors over the past 10 years, you will discover many of the most important top one-percent advisor lessons. The Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a successful, sustainable business.
-
-
Financial advisor's detailed roadmap for success
- By ToddM on 12-16-17
By: Shawn Sparks
-
$100M Leads
- How to Get Strangers to Want to Buy Your Stuff
- By: Alex Hormozi
- Narrated by: Alex Hormozi
- Length: 6 hrs
- Unabridged
-
Overall
-
Performance
-
Story
This audiobook contains the playbooks that took me from sleeping on my gym floor to owning a portfolio of companies that generate $200,000,000 per year in under a decade. Wanna know the biggest difference between those two time periods? How many leads I was getting.
-
-
Better than $100M Offers, But Read Both in Order
- By Jonathan and Hannah on 09-13-23
By: Alex Hormozi
-
The Million-Dollar Financial Advisor
- Powerful Lessons and Proven Strategies from Top Producers
- By: David J. Mullen Jr.
- Narrated by: Allan Robertson
- Length: 8 hrs and 24 mins
- Unabridged
-
Overall
-
Performance
-
Story
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.
-
-
Fantastic tips and practices
- By SS MacIntyre on 03-10-15
-
Delivering Massive Value
- The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice
- By: Matthew Jarvis
- Narrated by: Matthew Jarvis
- Length: 9 hrs and 6 mins
- Unabridged
-
Overall
-
Performance
-
Story
If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm.
-
-
A must read/listen
- By Dan Curtis on 01-28-23
By: Matthew Jarvis
-
The Supernova Advisor: Crossing the Invisible Bridge to Exceptional Client Service and Consistent Growth
- By: Rob Knapp
- Narrated by: Scott Hoke
- Length: 3 hrs and 43 mins
- Unabridged
-
Overall
-
Performance
-
Story
The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch - under the leadership of author Rob Knapp - it has grown increasingly popular within the financial services industry.
-
-
Great business ideas for an FA
- By Kyle on 03-01-15
By: Rob Knapp
-
The Advisor Playbook
- Regain Liberation and Order in Your Personal and Professional Life
- By: Duncan MacPherson, Chris Jeppesen
- Narrated by: Duncan MacPherson, Chris Jeppesen
- Length: 9 hrs and 32 mins
- Unabridged
-
Overall
-
Performance
-
Story
Practice management is often misunderstood. The Advisor Playbook will take the mystery away. Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable, and ensuring the owner runs the business and not the other way around.
-
-
Great Book
- By JF on 08-06-18
By: Duncan MacPherson, and others
-
The Advisor Breakthrough
- Your Step-By-Step Guide to Building a Million-Dollar Practice
- By: Shawn Sparks
- Narrated by: Sean Pratt
- Length: 7 hrs and 20 mins
- Unabridged
-
Overall
-
Performance
-
Story
In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice. Based on the lessons Shawn has learned from working with the country's top financial advisors over the past 10 years, you will discover many of the most important top one-percent advisor lessons. The Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a successful, sustainable business.
-
-
Financial advisor's detailed roadmap for success
- By ToddM on 12-16-17
By: Shawn Sparks
-
$100M Leads
- How to Get Strangers to Want to Buy Your Stuff
- By: Alex Hormozi
- Narrated by: Alex Hormozi
- Length: 6 hrs
- Unabridged
-
Overall
-
Performance
-
Story
This audiobook contains the playbooks that took me from sleeping on my gym floor to owning a portfolio of companies that generate $200,000,000 per year in under a decade. Wanna know the biggest difference between those two time periods? How many leads I was getting.
-
-
Better than $100M Offers, But Read Both in Order
- By Jonathan and Hannah on 09-13-23
By: Alex Hormozi
-
Best Practices of Elite Advisors
- By: Matt Oechsli, Stephen Boswell
- Narrated by: David Moran
- Length: 4 hrs
- Unabridged
-
Overall
-
Performance
-
Story
The quickest way for a financial advisor to become an elite advisor is to model the Best Practices of Elite Advisors. This book is designed to serve that purpose; a road map for replicating the actions of the industry's elite. In a way, this book will serve as your surrogate role model. Why is this necessary, you might ask? Because top producers of yesteryear are not necessarily role models for acquiring and developing loyal affluent clients today.
-
-
Great simple guide
- By Richard Popp on 03-29-17
By: Matt Oechsli, and others
-
The Psychology of Money
- Timeless Lessons on Wealth, Greed, and Happiness
- By: Morgan Housel
- Narrated by: Chris Hill
- Length: 5 hrs and 54 mins
- Unabridged
-
Overall
-
Performance
-
Story
Money - investing, personal finance, and business decisions - is typically taught as a math-based field, where data and formulas tell us exactly what to do. But in the real world people don’t make financial decisions on a spreadsheet. They make them at the dinner table, or in a meeting room, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together. In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money.
-
-
Could be summarized in one sentence
- By Alex on 05-30-21
By: Morgan Housel
-
The Intelligent Investor Rev Ed.
- By: Benjamin Graham
- Narrated by: Luke Daniels
- Length: 17 hrs and 48 mins
- Unabridged
-
Overall
-
Performance
-
Story
The greatest investment advisor of the 20th century, Benjamin Graham taught and inspired people worldwide. Graham's philosophy of "value investing" - which shields investors from substantial error and teaches them to develop long-term strategies - has made The Intelligent Investor the stock market Bible ever since its original publication in 1949.
-
-
This book does not belong on audio
- By Craig on 09-12-17
By: Benjamin Graham
-
Way of the Wolf
- Straight Line Selling: Master the Art of Persuasion, Influence, and Success
- By: Jordan Belfort
- Narrated by: Jordan Belfort
- Length: 7 hrs and 48 mins
- Unabridged
-
Overall
-
Performance
-
Story
For the first time ever, Jordan Belfort opens his playbook and gives listeners access to his exclusive step-by-step system - the same system he used to create massive wealth for himself, his clients, and his sales teams. Until now, this revolutionary program was available only through Jordan's $1,997 online training. Now, in Way of the Wolf, Belfort is ready to unleash the power of persuasion to a whole new generation of listeners, revealing how anyone can bounce back from devastating setbacks, master the art of persuasion, and build wealth.
-
-
I can’t believe he wrote this book
- By Brett Ritchison on 10-04-17
By: Jordan Belfort
-
10x Is Easier than 2x
- How World-Class Entrepreneurs Achieve More by Doing Less
- By: Dan Sullivan, Dr. Benjamin Hardy
- Narrated by: Dan Sullivan, Dr. Benjamin Hardy
- Length: 9 hrs and 58 mins
- Unabridged
-
Overall
-
Performance
-
Story
Dan Sullivan, the world's leading coach for highly successful entrepreneurs, wants you to know that achieving 10X growth is exponentially easier than striving for 2X growth. Most find this idea confusing at first because simply imagining 10X growth causes them to think they need to do 10X more work to achieve it. However, being a 10X entrepreneur is nothing like what most people think.
-
-
Best Book of the year for me!!!
- By Trenton on 05-15-23
By: Dan Sullivan, and others
-
The One-Page Financial Plan
- A Simple Way to Be Smart About Your Money
- By: Carl Richards
- Narrated by: Carl Richards
- Length: 4 hrs and 3 mins
- Unabridged
-
Overall
-
Performance
-
Story
Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once they've begged, "Just tell me what to do." It's no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don't have time to make sense of all the information available.
-
-
A Good and Simple Financial Book
- By Kindle Customer on 02-27-20
By: Carl Richards
-
Walking to Destiny
- 11 Actions an Owner Must Take To Rapidly Grow Value & Unlock Wealth
- By: Christopher M Snider, Scott Snider
- Narrated by: Greg Douras
- Length: 8 hrs and 15 mins
- Unabridged
-
Overall
-
Performance
-
Story
While most business thinkers focus on the endgame, Snider demonstrates that your successful exit is based on what you do now to unlock the value trapped in your business. His value acceleration methodology will give you the steps to accomplish the exit planning necessary to make you five to ten times wealthier.
-
-
CEPA program- book contradiction
- By Melissa on 10-28-23
By: Christopher M Snider, and others
-
The Supernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices
- By: Robert D. Knapp
- Narrated by: Scott Hoke
- Length: 6 hrs and 9 mins
- Unabridged
-
Overall
-
Performance
-
Story
The Supernova Multiplier provides expert guidance to the revolutionary wealth management model that has transformed the lives and businesses of financial professionals worldwide. The innovative Supernova method enables financial advisors to rapidly grow their business, efficiently manage time, and maximize client satisfaction. The Five Stars of the Supernova model - Segmentation, Organization, Planning, Acquisition, and Leadership - provide financial advisors with the tools and knowledge to propel their practices to new heights of performance.
-
-
My favorite of the supernova series
- By Monty S on 01-12-25
By: Robert D. Knapp
-
The Indispensable LinkedIn Sales Guide for Financial Advisors
- By: Kevin Nichols, Matt Oechsli
- Narrated by: Mike Norgaard
- Length: 4 hrs and 29 mins
- Unabridged
-
Overall
-
Performance
-
Story
The Indispensable LinkedIn Sales Guide for Financial Advisors is a step-by-step guide that can transform a LinkedIn novice into a LinkedIn master, while at the same time help a LinkedIn master take their social selling skills to the next level. By combining research from three separate studies on affluent investors, elite financial advisors, and social media in the financial services industry (labeled as the Trifecta of Research), the authors create a financial advisor roadmap on how to use LinkedIn to help acquire more affluent clients.
-
-
great book
- By Curtis May on 05-25-16
By: Kevin Nichols, and others
-
Bridge Your Gap: Sales Strategies and Systems for Becoming a Top Financial Advisor
- By: Jim Effner
- Narrated by: Jim Effner
- Length: 5 hrs and 58 mins
- Unabridged
-
Overall
-
Performance
-
Story
What is the "Gap"? For financial professionals, it is the gap between their current income and their potential income - and it's profound. The fact is, most financial industry pros have a massive, untapped income potential. Most are "just getting by" when they could be living the life of their dreams. But how do they bridge the Gap in way best that serves both themselves and their clients? Jim Effner has the answer. If you're tired of staring into the Gap and ready to leap into the world of the top producer, buy this audiobook. Then hold on. It's going to be an exciting ride!
-
-
Promised systems, delivered systems
- By JRG on 03-23-24
By: Jim Effner
-
The New Retirementality
- Planning Your Life and Living Your Dreams...at Any Age You Want (New Retire-Mentality)
- By: Mitch Anthony
- Narrated by: Mike Norgaard
- Length: 6 hrs and 19 mins
- Unabridged
-
Overall
-
Performance
-
Story
In 2000, when top financial philosopher and best-selling author Mitch Anthony first presented a new way of thinking about retirement, it was novel, and many critics didn't buy into it. Originally written to get the attention of baby boomers, Mitch ended up starting a revolution by showing us that everything we had learned about retirement was wrong—we needed a "new retirementality."
-
-
AI voice or elementary content?
- By R Montouri on 07-03-24
By: Mitch Anthony
-
Secrets of a Master Closer
- A Simpler, Easier, and Faster Way to Sell Anything to Anyone, Anytime, Anywhere
- By: Mike Kaplan
- Narrated by: Michael Pauley
- Length: 4 hrs and 8 mins
- Unabridged
-
Overall
-
Performance
-
Story
If you want to know, step by step, how to quickly, easily, and smoothly walk anyone from being a skeptical prospect to a happy customer that refers you friends, family, and colleagues...then you want to read this book.
-
-
Doesn't cut it.
- By Anonymous Buyer on 05-24-16
By: Mike Kaplan
What listeners say about The Million-Dollar Financial Services Practice
Highly rated for:
Reviews - Please select the tabs below to change the source of reviews.
-
Overall
-
Performance
-
Story
- Shane Micheel
- 08-06-18
Great for new advisors
Dave nails it one backing into the numbers required to get this business off the ground. It was nice to have an understanding of what to expect when going into the business as this was a required read by one of my mentors. It was a great start in the right sirection
Something went wrong. Please try again in a few minutes.
You voted on this review!
You reported this review!
-
Overall
-
Performance
-
Story
- Amazon Customer
- 06-12-21
downloaded not expecting much
oh boy was this worth it. I'm not in the financial advising industry but this has amazing ideas and the how to around client protecting and building your professional network. this book would provide value to anyone who is in consulting.
Something went wrong. Please try again in a few minutes.
You voted on this review!
You reported this review!
1 person found this helpful
-
Overall
-
Performance
-
Story
- Dev Nandlal
- 12-04-18
Great for financial service beginners and veterans
this book helps with who, how and where to look to begin or expand your business in the financial industry.
Something went wrong. Please try again in a few minutes.
You voted on this review!
You reported this review!
-
Overall
-
Performance
-
Story
- Lamont C. Johnson
- 10-28-21
Nothing Left For Thought
This book gives tremendous insight and actionable steps to scale a successful financial practice. Tremendous value for those who implement the strategies given.
Something went wrong. Please try again in a few minutes.
You voted on this review!
You reported this review!
-
Overall
-
Performance
-
Story
- Willert
- 11-21-15
Great Framework
Step by step process for to building a massive practice. I listen to specific chapters and work at implementing the strategy.
Something went wrong. Please try again in a few minutes.
You voted on this review!
You reported this review!
3 people found this helpful
-
Overall
-
Performance
-
Story
- Chris Johnson
- 11-20-17
One of the best audible books so far
As a small business owner, this book was one of the best I've listened to so far. Deep insights and strategies on how to build a million dollar business.
Something went wrong. Please try again in a few minutes.
You voted on this review!
You reported this review!
-
Overall
-
Performance
-
Story
- David
- 01-26-24
So Practical
Many books claim to offer a practical approach to whatever their topic is, but this is one of the few that actually does. It is filled with actionable advice and step-by-step, scripts for building a financial advising practice.
Something went wrong. Please try again in a few minutes.
You voted on this review!
You reported this review!
-
Overall
-
Performance
-
Story
- Amazon Customer
- 02-20-24
good stuff
great information topical helping redefine how I approach providing services. I look forward to implementing the changes.
Something went wrong. Please try again in a few minutes.
You voted on this review!
You reported this review!
-
Overall
-
Performance
-
Story
- ABR2
- 06-04-16
Good Producer Book
Any additional comments?
The audio version always refers to the attached PDF but when you actually print it there is very little of the data promised.
Something went wrong. Please try again in a few minutes.
You voted on this review!
You reported this review!
5 people found this helpful
-
Overall
-
Performance
-
Story
- Ken Osborn
- 08-31-19
Good stuff.
A good book. Motivating and encouraging.
I would recommend to the advisor who wants to excel in this business.
Something went wrong. Please try again in a few minutes.
You voted on this review!
You reported this review!