The Million-Dollar Financial Services Practice

A Proven System for Becoming a Top Producer

The Million-Dollar Financial Services Practice

Author: David J. Mullen
Pub Date: February 2013
Print Edition: $30.00
Print ISBN: 9780814431733
Page Count: 352
Format: Hardback
Edition: Second Edition
e-Book ISBN: 9780814431740

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Whether you’re just starting out in financial services or already heading up a booming wealth management business, the key insights and strategies presented in The Million-Dollar Financial Services Practice will help you fine-tune your business model, expand your client base, and reach goals you never thought possible.

Packed with important updates and timely information, this second edition of the must have guide for financial advisors contains an entire new chapter on targeting affluent clients using social media and “alumni marketing,” expanded information on how wealth management works and how you can provide a compelling value proposition to potential clients, and a new Market Action Plan section on attracting successful Realtors as clients.

Former Merrill Lynch managing director David J. Mullen, Jr., draws on the system he used to train over 500 financial advisors to outline a practical, easy-to-implement plan for reaching the million-dollar mark. You’ll learn how to:

• Use your niche and “natural” markets to jumpstart your business

• Develop client relationships built on trust and one-on-one attention

• Convert prospects to clients and leverage existing clients to gain new ones

• Increase the number of financial services and products each client uses

• Find out what motivates you at your deepest level to achieve success and use that to push yourself and your business to new heights

Everything you need is here—from templates, letters, and marketing plans to networking ideas, time-management techniques, and a list of resources for targeting new clients. Get started today and start seeing significant increases in your earnings tomorrow.

Praise for the first edition:

“An easy read…providing clear and methodical processes for defining and imple­ment­ing proven marketing tactics for financial practices…”

Broker Dealer Journal

“Information on marketing, prospecting, sales, and time management techniques are presented clearly and in great detail. The book is one advisors will refer to often.”

Research Magazine

“A helpful resource for financial professionals who have the motivation and desire to build and maintain a solid business model.”

Agent’s Sales Journal

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