The Million-Dollar Financial Services Practice: A Proven

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

Other books have claimed to help readers build a lucrative financial services practiceâ€¦but it was The Million-Dollar Financial Services Practice that provided ambitious financial advisors with a step-by-step, tactical process proven to work. The second edition is updated throughout and contains new strategies for acquiring affluent clients and assets by providing Wealth Management services, using social media and â€œAlumni Marketing,â€ targeting successful realtors as clients, and much more.

Using the method he has taught at Merrill Lynch and is famous for in the industry, author David J. Mullen, Jr. shows how anyoneâ€”no matter where they are in their careerâ€”can get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses.

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.
Country USA
Manufacturer AMACOM
Binding Kindle Edition
ReleaseDate 2023-08-22
Format Kindle eBook

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