The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
| Author | : | |
| Rating | : | 4.96 (590 Votes) |
| Asin | : | 0814431739 |
| Format Type | : | paperback |
| Number of Pages | : | 352 Pages |
| Publish Date | : | 2015-09-13 |
| Language | : | English |
DESCRIPTION:
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.. Other books have claimed to help readers build a lucrative financial services practice…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 “Alumni Marketing,” targeting successful realtors as clients, and much more. Using the method he has taught at Merrill Lynch and is famous for in
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. Mullen is also the founding partner of Altius Learning (altiuslearning), a training company specializing in the financial services industry, and the author of The Million-Dollar Financial Advisor. 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. Author David J. is predicted to more than
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. . DAVID J. He is the author of The Million-Dollar Financial Advisor. MULLEN, JR., recently retired as a managing director at Merrill Lynch
Strong book for a new advisor A very good book on the fundamentals. It is more broad than deep but overall does a solid job laying out the principles and steps needed to succeed. Additional reading and practice in specific areas will be necessary, but this is probably the best book on the subject I've read to date.. "This is a great getting started manual for new financial advisors" according to kjcrolfe. Just recently licensed, I was searching for a book to help me get started, since I will be working as an independent financial adviser. Ordered this book because of the high reviews and I have to say this book did not let me down. It was better than I expected. This book breaks down exactly what you need to do, step b. Four Stars Great practical advice for aspiring top producers.