Author

David Mullens, Jr.

David Mullens, Jr. recently retired as a managing director at Merrill Lynch, where he personally hired and trained over 500 advisors, his advisor training program having had a consistent success rate significantly higher than the industry average.

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Six steps to effective team building

February 01, 2008

Advisor teams have proliferated over the past decade in the financial services industry, and for good reason — they work. Before the mid-nineties it was the exception, not the rule for a financial advisor to be part of a team. Teams have grown...