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Dave Mullen

President at Altius Learning ~ Financial Services Expert

Speaker's Fee Range : Contact SpeakInc for Fee
Travels From :   CO

  Topics

Sales Leadership Management Best-Selling Author Finance / Banking

  Books

  Dave Mullen Profile

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. Dave is Partner & Principal of Altius Learning.

His responsibilities included:
Financial Advisor
Producing Manager
Sales Manager
Complex Manager
National Sales Manager
Managing Director

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Dave Mullen Profile
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. Dave is Partner & Principal of Altius Learning.

His responsibilities included:
Financial Advisor
Producing Manager
Sales Manager
Complex Manager
National Sales Manager
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 two bestselling books: The Million Dollar Financial Services Practice (one of On Wall Street magazine`s top picks and a Top Five choice by AdvisorOne); and The Million Dollar Advisor-- Powerful Lessons and Proven Strategies from Top Producers (one of On Wall Street magazine`s top picks). 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.

  Dave Mullen Talk Titles

The Seven Business Development Tactics

The Seven Business Development Tactics
One-hour keynote speech is designed to be part of a larger organizational meeting or event. In this one hour presentation we share 7 business development tactics intended to stimulate financial advisors to re-think their practice`s growth strategy. We challenge financial advisors to grow their practices by 15% a year, and while ambitious, this achievable goal will result in a doubling of their business every 5 years.

The seven business development tactics include:
Client Referrals
Professional Referral Network
Event Marketing
Niche Marketing
Right Place - Right People
Clients Assets Held Away Prospect Pipeline Management

We also introduce the importance of having the right "top advisor" mindset to mentally prepare to grow and the practice management lever - client segmentation.

  Topics

Sales Leadership Management Best-Selling Author Finance / Banking

  Books

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