The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
| Author | : | |
| Rating | : | 4.75 (565 Votes) |
| Asin | : | 0814431739 |
| Format Type | : | paperback |
| Number of Pages | : | 352 Pages |
| Publish Date | : | 2016-01-18 |
| 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 practicebut it was The Million-Dollar Financial Services Practice that provided ambitious financial advisors with a step-by-step, tactical process proven to work. Using the method he has taught at Merrill Lynch and is famous for in the industry, author David J. shows how anyone--no matter where they are in their career--can get the appointment, convert prospects to clients, build relationships, retain clients,
Woof! said New or Old Adviser, this is a Don't Miss!. If you're an advisor, whether you need a push or not, and regardless if you're new to the business or an old hand, this book is for you and a don't miss. Mullen does a nice job describing what he sees as important executables - and should as he was in the industry for many years as a branch manager. The scripts are well done, b. simple practical and valuable advise I like the simple and practical format is the book on a complex and legally complex industry with non legalese language but ver practical advise and strategy.I recommend the book to anyone considering staring a financial advisor business or marketing related profession.I have it the simple practical and valuable advise Amazon Customer I like the simple and practical format is the book on a complex and legally complex industry with non legalese language but ver practical advise and strategy.I recommend the book to anyone considering staring a financial advisor business or marketing related profession.I have it the 4 star rating based on the valuable and simpl. star rating based on the valuable and simpl. A Critical Read for the Advisor/Financial Professional This is an excellent resource for the new or seasoned practitioner looking to take their practice to a new level. From tactical plans to midsets, to tips and traicks for the advisor. Drawing on Mullen's decades of experience as an advisor, manager and trainer for some of the largest firms in the country, the success tactics are
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. 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. . 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. 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
DAVID J. 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. . MULLEN, JR., recently retired as a managing director at Merrill Lynch. He is the author of The Million-Dollar Financial Advisor