Title: The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
Publisher: AMACOM
Publication Date: 2007
Language: English
ISBN 10: 0814480527
ISBN 13: 9780814480526
Binding: Hardcover
Condition: Good
Weight: 26 ounces

About this title

Synopsis

Other books have claimed to help readers build a lucrative financial services practice�but it was The Million-Dollar Financial Services Practice that provided ambitious financial advisors with a step-by-step, tactical process proven to work. The second edition is updated throughout and contains new strategies for acquiring affluent clients and assets by providing Wealth Management services, using social media and Alumni Marketing, targeting successful realtors as clients, and much more.Using the method he has taught at Merrill Lynch and is famous for in the industry, author David J. Mullen, Jr. shows how anyone no matter where they are in their career can get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses.Packed with templates, scripts, letters, and tried-and-true Market Action Plans, the book provides readers with the tools and guidance they need to take their financial services practice to the million-dollar level and beyond.

About the Author

David J. Mullen, Jr. (Englewood, CO) recently retired as a Managing Director at Merrill Lynch, where he trained over 500 advisors. His advisor training program has had a consistent success rate of twice the industry average. His methods have been adopted by many managers and advisors firm-wide.

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