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The Million-dollar Financial Services Practice by David J. Mullen, Jr.

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The Million-dollar Financial Services Practice

A Proven System for Becoming a Top Producer

David J. Mullen, Jr.

AMACOM · Print & ebook · February 28, 2023

Reading lane: Wealth Management

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.

At a Glance

Who It's For

Financial advisors and aspiring brokers building a financial services practiceFinancial professionals seeking client-acquisition and retention strategies

Book Details

Authors
David J. Mullen, Jr.
Publisher
AMACOM
Published
February 28, 2023
Format
Print & ebook
Theme
Wealth Management · Financial Services
Reading lane
Wealth Management

Affinity

Publisher Categories

  • Customer Relations

  • Wealth Management

  • Financial Services

  • Personal Success

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.

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