Organic Referrals: The Collected Best Practice Wisdom
Al is a graduate of the University of Notre Dame  After graduation, Al combined his Liberal Arts studies with 10 years of management experience in the McDonald’s Corporation (including a BH degree from “Hamburger University”) to enter the financial services world 25 years ago.  Since then, Al has evolved from an award-winning sales rep into a full-time consultant specializing in helping advisors engineer their business practices to the proverbial “next level” through the use of transferable systems. Al is the author of “How To Build Your Financial Advisory Business And Sell It At A Profit” (McGraw-Hill, 2009) and is the creator of “The Practice Management Assessment” diagnostic tool and best-practices resource materials. He has authored numerous articles in professional and mass-market publications.  He writes a popular monthly column for “Mitch Anthony’s Intuitive Advisor” newsletter where he offers practice management insight to financial advisors. Al also serves as the national Practice Management Consultant for Securian (Minnesota Life).  He has also worked with advisors from Waddell & Reed, Morgan Stanley, LPL, State Farm, Prudential, NY Life, Wachovia, and many independents across the country. Al resides in Rochester, MN, with wife Barb and three children.  Al’s areas of interest include studying classic comic strips, reading, battling the New York Times Crossword puzzle and conducting adult education classes at his church.