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

Name: Million-Dollar Financial Services Practice A Proven System for Becoming a Top Producer
Price: 3.9 USD
Availability: InStock
ISBN: 9780814480526

ISBN-10: 0814480527

ISBN-13: 9780814480526

Edition: 2007

Authors: David J. Mullen, David J. Mullen

List price: $30.00

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In his book, author David J. Mullen, Jr. reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch. This comprehensive book combines marketing, prospecting, sales and time management techniques into a system that will help readers build a successful and lucrative practice.

Book details

List price: $30.00
Copyright year: 2007
Publisher: AMACOM
Publication date: 9/26/2007
Binding: Hardcover
Pages: 352
Size: 6.25" wide x 9.25" long x 1.25" tall
Weight: 1.430
Language: English



Acknowledgments



The Foundation



Overview



Motivation



The Numbers You Need to Succeed



Niche Marketing



Getting the Appointment



The Appointment



Turning Prospects Into Clients



The Wealth-Management Process for New Advisors



Time Management for New Financial Advisors



Taking It to the Next Level: Building a Million-Dollar Practice



Balancing Clients and Prospects



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



Networking



Past Experience and Personal Contacts



Adopt a Town



Business Owners



Professionals: Medical, Legal, and Sales



Executives



Influencers



Diverse Markets: Women, Hispanics, and Asians



Retirement Plans



Retirees



Money in Motion



Mortgages



Nonprofits



Resources


Index