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

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

By David J Mullen Jr

For ambitious financial advisors at any stage in their career, this unprecedented guide reveals how to reach the million-dollar level step-by-step.

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Book Information

Publisher: Amacom
Publish Date: 02/13/2013
Pages: 352
ISBN-13: 9780814431733
ISBN-10: 0814431739
Language: English

Full Description

If you're an advisor, whether you need a push or not, and regardless if you're new or old to the business, this guide will help add instant value to your practice.

Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses.

In The Million-Dollar Financial Services Practice, you will gain insight into practical areas often overlooked by other industry guides, including:

  • how to work in teams,
  • how to train sales associates,
  • and how to handle and overcome rejection.

Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.

About the Author

DAVID J. MULLEN JR. (Englewood, CO) is the author of The Million-Dollar Financial Services Practice as well as a 30-year industry veteran and former Managing Director at Merrill Lynch, where he trained more than 500 financial advisors. The success rate of his advisor training programs have be

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