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


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Any insight which helps you understand your clients better, in my humble opinion, helps you serve them better. Ultimately, serving clients better, helps you build your practice. I'd recommend reading this to any of our clients, and agents in training. David Hoffman. Aug 04, Tony Canas rated it liked it.

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Read it during a short part time stint selling life insurance. It should be called "How to suck up to rich people for commission".

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Not my cup of tea. A good book for financial advisors. Khanh Le rated it it was amazing Aug 07, Anthony Delauney rated it it was amazing Apr 30, Arturo rated it it was amazing May 26, Edgar Salinas rated it it was amazing Nov 14, James Swinney rated it it was amazing Mar 13, Justin Martinez rated it liked it Aug 20, Kuntal Choudhury rated it liked it Feb 24, Kevin White rated it really liked it Sep 21, Kristina Ickes rated it really liked it Jan 14, John rated it really liked it Feb 11, Wei Yong rated it really liked it Oct 11, Michael Zolcinski rated it really liked it Dec 27, Edward M.

Velasquez rated it it was amazing Jul 27, Katherine Morosani rated it really liked it Sep 09, David rated it really liked it Jun 22, Sam Scherf rated it it was ok Jan 25, Simon Whitaker rated it it was amazing May 23, Michael Nowacki rated it liked it Oct 27, Craig Wyrill rated it it was amazing Jul 21, David Simpson rated it it was amazing Apr 11, Richard Ridenour rated it it was ok May 25, Joseph Olive rated it it was amazing Feb 07, Steve Headrick rated it liked it Jan 01, There are no discussion topics on this book yet.

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Books by David J. Trivia About The Million-Dolla Mullen, Jr. 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. Product details Format Hardback pages Dimensions 64 x 92 x 13mm Other books in this series.


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Are you ready to capitalize on this growth and take your financial services practice to the next level? Whether you're new to wealth management or a seasoned pro, The Million-Dollar Financial Services Practice will help you build your business, expand your pool of high-end clients, and increase the number of products and services each client uses.


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Author David J. It's all here: templates, scripts, letters, and Market Action Plans that will help you target your niche market and turn prospects into clients. Taking a prescriptive and practical approach, Mullen lays out the fundamental requirements of a successful financial services practice, and also shows how the human touch makes all the difference in this industry.

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You'll learn about the five characteristics of million-dollar producers, pick up essential time-management techniques that will boost your productivity, plus get expert advice on: - Setting and reaching goals by breaking them down into manageable and realistic parts - Leveraging existing clients to gain new ones - Identifying your "natural" markets - Developing and retaining a loyal client base built on trust and communication This second edition is bursting with new information and updates, including a chapter on using social media to acquire new, affluent clients and assets, valuable tips on using "alumni marketing," and new strategies for attracting successful Realtors as clients.

An expanded section on motivation will help you pinpoint the personal goals behind your desire to succeed, and then show you how to use those drivers to push yourself and your business onward and upward. With these skills and strategies in hand, you'll be able to successfully grow your business to a million-dollar practice and reap the rewards of the exploding wealth management market.

David J. His advisor pro-gram has had a consistent success rate of twice the industry average, and his methods have been adopted by many managers and advisors firm wide. He has worked directly with over individual million-dollar and multimillion-dollar financial advisors.

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Mullen is also the founding partner of Altius Learning www. Back cover copy 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. 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 The book is one advisors will refer to often. The Concept Behind the Process 7 2. Motivation 13 3. The NumbersYou Need to Succeed 21 4. Niche Marketing 28 5. Getting the Appointment 37 6. The Appointment 52 7. Turning Prospects into Clients 63 8. Wealth Management 97 Getting More Assets from Existing Clients Leveraging Clients to Get New Ones Expanding the Client Relationship Your Natural Market Client Retention Time Management and the Client Associate Teams What Millionaires Need Seminars Event Marketing Marketing Through Social Media

The 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
The 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
The 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
The 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
The 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
The 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
The 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
The 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

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