Million-Dollar Financial Services Practice A Proven System for Becoming a Top Producer

ISBN-10: 0814431739

ISBN-13: 9780814431733

Edition: 2nd 2013

Authors: David J. Mullen

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Book details

List price: $30.00
Edition: 2nd
Copyright year: 2013
Publisher: Amacom
Publication date: 2/13/2013
Binding: Hardcover
Pages: 352
Size: 6.50" wide x 9.25" long x 1.50" tall
Weight: 1.430
Language: English

Acknowledgments
The Foundation
Introduction
The Concept Behind the Process
Motivation
The Numbers You Need to Succeed
Niche Marketing
Getting the Appointment
The Appointment
Turning Prospects into Clients
Time Management for New Financial Advisors
Taking It to the Next Level
Balancing Clients and Prospects: The Next Step
Wealth Management
Getting More Assets from Existing Clients
Leveraging Clients to Get New Ones
Expanding the Client Relationship
Your Natural Market
Client Retention
Time Management and the Client Associate
Teams
What Millionaires Need
Beyond a Million-Dollar Practice
Market Action Plans
Seminars
Event Marketing
Marketing Through Social Media
Networking
Past Experience and Personal Contacts
Adopt a Town
Business Owners
Realtors
Executives
Influencers
Alumni Marketing
Retirement Plans
Retirees
Money in Motion
Nonprofits
Appendix
Index
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