The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
| Author | : | |
| Rating | : | 4.67 (978 Votes) |
| Asin | : | 0814431739 |
| Format Type | : | paperback |
| Number of Pages | : | 352 Pages |
| Publish Date | : | 2013-10-31 |
| Language | : | English |
DESCRIPTION:
MULLEN, JR., recently retired as a managing director at Merrill Lynch. DAVID J. His advisor training program has had a consistent success rate of twice the industry average, and his methods have been adopted by many managers and advisors firmwide. . He is the author of The Million-Dollar Financial Advisor
Taking a prescriptive and practical approach, Mullen lays out the fundamental requirements of a successful financial services practice, and also shows how the human touch makes all the difference in this industry. His advisor program has had a consistent success rate of twice the industry average, and his methods have been adopted by many managers and advisors firm wide. Mullen, Jr.—a former managing director at Merrill Lynch, whose advisor training program is famous in the industry—provides everything you need to build a mil
Using the method he has taught at Merrill Lynch and is famous for in the industry, author David J. 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.. Other books have claimed to help readers build a lucrative financial services practicebut 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. Mullen, Jr
Woof! said New or Old Adviser, this is a Don't Miss!. If you're an advisor, whether you need a push or not, and regardless if you're new to the business or an old hand, this book is for you and a don't miss. Mullen does a nice job describing what he sees as important executables - and should as he was in the industry for many years as a branch manager. The scripts are well done, but of course you'll want to tailor them to your style. He's a huge advocate of doing/following/mimicking the success of million-dollar producers and follows this theme throughout the book in great detail.This is book is third in line of impor. simple practical and valuable advise Amazon Customer I like the simple and practical format is the book on a complex and legally complex industry with non legalese language but ver practical advise and strategy.I recommend the book to anyone considering staring a financial advisor business or marketing related profession.I have it the 4 star rating based on the valuable and simple way of teaching the subject.. Edward J. Barton said A Critical Read for the Advisor/Financial Professional. This is an excellent resource for the new or seasoned practitioner looking to take their practice to a new level. From tactical plans to midsets, to tips and traicks for the advisor. Drawing on Mullen's decades of experience as an advisor, manager and trainer for some of the largest firms in the country, the success tactics are actionable and specific.The approach Mullen uses is complete with sample scripts, practical data points historical data and specific best practices that are actionable for the advisor to apply and implement in their practice immediately. The