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

ISBN-10: 0814480527

ISBN-13: 9780814480526

Edition: 2007

Authors: David J. Mullen, David J. Mullen

List price: $30.00
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Description:

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.
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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