Book description
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.Table of contents
- Cover
- Title Page
- Copyright
- Dedication
- Contents
- Acknowledgments
- Part 1: The Foundation
-
Part 2: Taking it to the Next Level
- 9. Balancing Clients and Prospects: The Next Step
- 10. Wealth Management
- 11. Getting More Assets from Existing Clients
- 12. Leveraging Clients to Get New Ones
- 13. Expanding the Client Relationship
- 14. Your Natural Market
- 15. Client Retention
- 16. Time Management and the Client Associate
- 17. Teams
- 18. What Millionaires Need
- 19. Beyond a Million-Dollar Practice
- Part 3: Market Action Plans
- Appendix
- Index
Product information
- Title: The Million-Dollar Financial Services Practice, 2nd Edition
- Author(s):
- Release date: January 2013
- Publisher(s): AMACOM
- ISBN: 9780814431740
You might also like
book
The New CFO Financial Leadership Manual, Second Edition
Filled with pragmatic insights, proactive strategies, and best practices, The New CFO Financial Leadership Manual, Second …
book
The Million-Dollar Financial Advisor
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews …
book
The Financial Advisor's Success Manual
The tools and techniques you need to be a top-producing financial advisor. How do you become …
book
Investing with the Trend: A Rules-based Approach to Money Management
Investing with the Trend provides an abundance of evidence for adapting a rules-based approach to investing …