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The million-dollar financial services practice : a proven system for becoming a top producer

Author: David J Mullen, Jr.
Publisher: New York : AMACOM, 2008.
Edition/Format:   Print book : EnglishView all editions and formats
Summary:
"David J. Mullen, Jr. knows exactly what it takes to build a phenomenally successful practice. In The Million-Dollar Financial Services Practice, he shares a career-spanning wealth of knowledge on how you, too, can become a top producer and take your own business to the million-dollar level and beyond."--Jacket.
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Material Type: Internet resource
Document Type: Book, Internet Resource
All Authors / Contributors: David J Mullen, Jr.
ISBN: 9780814480526 0814480527
OCLC Number: 154772556
Notes: Includes index.
Description: vii, 344 pages ; 24 cm
Contents: Acknowledgments --
PART 1. 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 --
PART 2. 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 --
PART 3. 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 --
Appendix: Resources --
Index.
Responsibility: David J. Mullen, Jr.
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Abstract:

Reveals how to become a top-producing financial advisor using the method author has taught at Merrill Lynch. This comprehensive book combines marketing, prospecting, sales, and time management  Read more...

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"... an easy read...providing clear and methodical processes for defining and implementing proven marketing tactics for financial practices..." -- Broker Dealer Journal "...providing Read more...

 
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