The author is a former regional manager at Merrill Lynch and refined his system over many years of working with top producers at the firm. New advisors and those looking for a significant jump in productivity would be well advised to adopt the book as their business plan.

I use the book and have worked with draft copies of the materials for two years and have seen a significant lift in my productivity, client satisfaction and my own professional satisfaction.

The book has info on how to structure your practice, what activities matter, managing investments, niche marketing, working with your assistant and much more.

This is a great companion to Nick Murray’s classic book “The New Financial Advisor”
Rating: 5 / 5

The best way to read this book is to skim the book to find the areas of interest for yourself. Then, reread specific sections and think of the activities that you will do. He does give you many ideas – it would be impossible to do all of them.

I would highly recommend any new advisor to the business to read this book. I would also encourage managers to read this book also since it will help them to give advice to their new advisors. Wholesalers who sell to advisors should read this also since they from time to time give advisors some ideas of getting business.

Dave Mullen has done a great job with this book and I look forward to his next book.
Rating: 5 / 5

1. The author gets at motivation first. We need to ask the WHY of what we are doing. We need to answer that question in our own lives if we are to be successful. Set goals and then work to achieve those goals. It begins with the reasons we are in this business.

2. Practical steps. The author takes the reader through very practical steps of time management, and even lays out some very basic marketing plans and ideas.

This is a marked up book that will be a constant reference for me.
Rating: 4 / 5