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

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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.

About the Author


DAVID J. MULLEN, JR., recently retired as a managing director at Merrill Lynch. His advisor training program has had a consistent success rate of twice the industry average, and his methods have been adopted by many managers and advisors firmwide. He is the author of The Million-Dollar Financial Advisor.

Product Details
ISBN: 9780814431733
ISBN-10: 0814431739
Publisher: Amacom
Publication Date: February 13th, 2013
Pages: 352
Language: English