BookFrontier
The Million-dollar Financial Services Practice by David Mullen
Book

The Million-dollar Financial Services Practice

A Proven System for Becoming a Top Producer

AMACOM · 2023-02-28

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

Buy on Amazon

Browse Curated Lists

Disclosure: Some outbound links are affiliate links. If you buy through them, we may earn a commission. It doesn't affect which books we include. Learn more in our disclosure policy.

Who It's For

  • Good for readers who enjoy Business & Money/Finance/Wealth Management
  • Good for readers interested in management
  • Good for fans of Finance

What You Get

  • Themes: Self, Management, Action.
  • Reading lane: Finance and Personal Finance.
  • Publisher: AMACOM.

Categories

What we read

  • Business & Money/Finance/Wealth Management

    82%
  • Business & Economics / Personal Finance / Investing

    79%
  • Business & Economics / Personal Finance / Money Management

    78%

About This Book

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 a...

Read 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.

Similar Books