Mon compte
Se connecter Inscription
Tous
Panier
En Vedette
Livres de fiction
Livres de non-fiction
Livres pour enfants
Livres rares
Musique
DVD et Blu-Ray
Video Games
Catégorie
Listes de favoris
Panier
Tous
Livraison gratuite
Trustpilot
Nous sommes Neutres au Carbone

The Million-dollar Financial Services Practice David J. Mullen, Jr.

The Million-dollar Financial Services Practice par David J. Mullen, Jr.

The Million-dollar Financial Services Practice David J. Mullen, Jr.

€27.00
État - Très bon état
Épuisé
Très bon état

Résumé

Reveals how to become a top-producing financial advisor using the method author has taught at Merrill Lynch. This comprehensive book combines marketing, prospecting, sales, and time management techniques into a system that helps readers build a successful practice.

The Million-dollar Financial Services Practice Résumé

The Million-dollar Financial Services Practice: A Proven System for Becoming a Top Producer David J. Mullen, Jr.

In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr. reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time management techniques into a system that will help readers build a successful and lucrative practice. Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows readers how to take their financial services practice to the million-dollar level and beyond.

À propos de David J. Mullen, Jr.

David J. Mullen, Jr. (Englewood, CO) recently retired as a Managing Director at Merrill Lynch, where he trained over 500 advisors. His advisor training program has had a consistent success rate of twice the industry average. His methods have been adopted by many managers and advisors firm-wide.

Sommaire

Contents Acknowledgments vii Part 1 The Foundation 1 1. Overview 3 2. Motivation 11 3. The Numbers You Need to Succeed 19 4. Niche Marketing 27 5. Getting the Appointment 34 6. The Appointment 48 7. Turning Prospects Into Clients 59 8. The Wealth-Management Process for New Advisors 75 9. Time Management for New Financial Advisors 85 Part 2 Taking It to the Next Level: Building a Million-Dollar Practice 95 10. Balancing Clients and Prospects 97 11. Getting More Assets from Existing Clients 104 12. Leveraging Clients to Get New Ones 110 13. Expanding the Client Relationship 124 14. Your Natural Market 135 15. Client Retention 143 16. Time Management and the Client Associate 155 17. Teams 164 18. What Millionaires Need 176 19. Beyond a Million-Dollar Practice 186 Part 3 Market Action Plans 199 20. Seminars 201 21. Event Marketing 212 22. Networking 223 23. Past Experience and Personal Contacts 233 24. Adopt a Town 241 25. Business Owners 245 26. Professionals: Medical, Legal, and Sales 251 27. Executives 258 28. Influencers 263 29. Diverse Markets: Women, Hispanics, and Asians 270 30. Retirement Plans 282 31. Retirees 290 32. Money in Motion 293 33. Mortgages 299 34. Nonprofits 305 Appendix Resources 315 Index 337

Informations supplémentaires

GOR004113126
9780814480526
0814480527
The Million-dollar Financial Services Practice: A Proven System for Becoming a Top Producer David J. Mullen, Jr.
David J. Mullen, Jr.
Occasion - Très bon état
Relié
Amacom
20071001
320
N/A
La photo du livre est présentée à titre d'illustration uniquement. La reliure, la couverture ou l'édition réelle peuvent varier.
Il s'agit d'un livre d'occasion - par conséquent, il a été lu par quelqu'un d'autre et il présente des signes d'usure et d'utilisation antérieure. Dans l'ensemble, nous nous attendons à ce qu'il soit en très bon état, mais si vous n'êtes pas entièrement satisfait, veuillez prendre contact avec nous.