Former Merrill Insider Speaks About Wholesalers

For this episode of Wholesaler Masterminds Radio we found you a former insider.

One who is willing to share his thoughts about how you can form relationships with COIs.

Dave Mullen 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
Producing Manager
Sales Manager
Complex Manager
National Sales Manager
Managing Director

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.

Get your pen and paper ready to take great notes from our interview with Dave.