Dave Mullen

Join Dave Mullen, a seasoned financial advisor coach and author of three bestselling books, as he shares transformative strategies for achieving multi-million-dollar success. He discusses his journey from Merrill Lynch to founding Altius Learning, emphasizing tailored training programs and the importance of empathy in client relationships. Dave dives into building effective advisory teams, adapting to industry changes, and the paths available for financial advisors, whether in employment or independence, with insights on maintaining trust and utilizing technology for growth.