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Ep. #86 – Become a Million Dollar Financial Advisor with Dave Mullen

 

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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.

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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!

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About Our Guest

Dave Mullen is Founding Partner & Principal of Altius Learning. Dave retired as a managing director at Merrill Lynch in 2007, where he personally hired, trained, and managed over 500 financial advisors over 27 years. He has worked with over 100 individual million-dollar and multimillion-dollar advisors, including five of Merrill Lynch’s top 30. His responsibilities included, Financial Advisor, Complex Manager, National Sales Manager and Managing Director.

During his management career, Dave was recognized numerous times for being one of Merrill Lynch’s top national managers. While at Merrill Lynch, his advisor training programs had a consistent success rate significantly higher than the industry average.

Dave founded LearnTactix, now called Altius Learning, in 2007 with the objective of creating training and coaching programs that would be career-changing experiences for participating advisors and managers. He is the author of three bestselling books: The Million Dollar Financial Services Practice (one of On Wall Street magazine’s top picks and a Top Five choice by AdvisorOne); The Million Dollar Advisor—Powerful Lessons and Proven Strategies from Top Producers (one of On Wall Street magazine’s top picks); and his new book The Million-Dollar Financial Advisor Team. He has been featured in Investment News and Smart Money magazines.

Dave holds a BA and MBA from the University of Georgia, and has attended the Executive Leadership Program at The Wharton School at University of Pennsylvania. Dave is an avid mountain bike rider and skier. He and his wife Cynthia have 4 children and reside in Denver, CO.

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About Your Host

Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.

Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.

 

Do you know someone Bill should interview (including yourself)? 
Do you have a topic you’d like to see covered?  

Contact Bill Cates directly:  BillCates@ReferralCoach.com     


Referral Coach