The million-dollar financial services practice: a proven system for becoming a top producer
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
New York
AMACOM
c2008
|
| Schlagworte: | |
| Online-Zugang: | FAW01 FAW02 Volltext |
| Beschreibung: | Includes index Acknowledgments -- PART 1. THE FOUNDATION. Overview -- Motivation -- The numbers you need to succeed -- Niche marketing -- Getting the appointment -- The appointment -- Turning prospects into clients -- The wealth-management process for new advisors -- Time management for new financial advisors -- PART 2. TAKING IT TO THE NEXT LEVEL: BUILDING A MILLION-DOLLAR PRACTICE. Balancing clients and prospects -- Getting more assets from existing clients -- Leveraging clients to get new ones -- Expanding the client relationship -- Your natural market -- Client retention -- Time management and the client associate -- Teams -- What millionaires need -- Beyond a million-dollar practice -- PART 3. MARKET ACTION PLANS. Seminars -- Event marketing -- Networking -- Past experience and personal contacts -- Adopt a town -- Business owners -- Professionals: medical, legal, and sales -- Executives -- Influencers -- Diverse markets: women, Hispanics, and Asians -- Retirement plans -- Retirees -- Money in motion -- Mortgages -- Nonprofits -- Appendix: Resources -- Index Mullen gives financial advisors all the tools and guidance they need to: get the appointment; build relationships; convert prospects to client; retain clients; use niche marketing successfully; balance current clients and prospects; increase the products and services each client uses; and, attract millionaire clients |
| Beschreibung: | 1 Online-Ressource (vii, 344 p.) |
| ISBN: | 0814409687 1281128201 9780814409688 9781281128201 |
Internformat
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| 500 | |a Includes index | ||
| 500 | |a Acknowledgments -- PART 1. THE FOUNDATION. Overview -- Motivation -- The numbers you need to succeed -- Niche marketing -- Getting the appointment -- The appointment -- Turning prospects into clients -- The wealth-management process for new advisors -- Time management for new financial advisors -- PART 2. TAKING IT TO THE NEXT LEVEL: BUILDING A MILLION-DOLLAR PRACTICE. Balancing clients and prospects -- Getting more assets from existing clients -- Leveraging clients to get new ones -- Expanding the client relationship -- Your natural market -- Client retention -- Time management and the client associate -- Teams -- What millionaires need -- Beyond a million-dollar practice -- PART 3. MARKET ACTION PLANS. Seminars -- Event marketing -- Networking -- Past experience and personal contacts -- Adopt a town -- Business owners -- Professionals: medical, legal, and sales -- Executives -- Influencers -- Diverse markets: women, Hispanics, and Asians -- Retirement plans -- Retirees -- Money in motion -- Mortgages -- Nonprofits -- Appendix: Resources -- Index | ||
| 500 | |a Mullen gives financial advisors all the tools and guidance they need to: get the appointment; build relationships; convert prospects to client; retain clients; use niche marketing successfully; balance current clients and prospects; increase the products and services each client uses; and, attract millionaire clients | ||
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Datensatz im Suchindex
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| author | Mullen, David J., Jr |
| author_facet | Mullen, David J., Jr |
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| dewey-full | 332 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332 |
| dewey-search | 332 |
| dewey-sort | 3332 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| format | Electronic eBook |
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| id | DE-604.BV043132229 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:18:25Z |
| institution | BVB |
| isbn | 0814409687 1281128201 9780814409688 9781281128201 |
| language | English |
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| oclc_num | 190862605 |
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| physical | 1 Online-Ressource (vii, 344 p.) |
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| publishDate | 2008 |
| publishDateSearch | 2008 |
| publishDateSort | 2008 |
| publisher | AMACOM |
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| spelling | Mullen, David J., Jr Verfasser aut The million-dollar financial services practice a proven system for becoming a top producer David J. Mullen, Jr New York AMACOM c2008 1 Online-Ressource (vii, 344 p.) txt rdacontent c rdamedia cr rdacarrier Includes index Acknowledgments -- PART 1. THE FOUNDATION. Overview -- Motivation -- The numbers you need to succeed -- Niche marketing -- Getting the appointment -- The appointment -- Turning prospects into clients -- The wealth-management process for new advisors -- Time management for new financial advisors -- PART 2. TAKING IT TO THE NEXT LEVEL: BUILDING A MILLION-DOLLAR PRACTICE. Balancing clients and prospects -- Getting more assets from existing clients -- Leveraging clients to get new ones -- Expanding the client relationship -- Your natural market -- Client retention -- Time management and the client associate -- Teams -- What millionaires need -- Beyond a million-dollar practice -- PART 3. MARKET ACTION PLANS. Seminars -- Event marketing -- Networking -- Past experience and personal contacts -- Adopt a town -- Business owners -- Professionals: medical, legal, and sales -- Executives -- Influencers -- Diverse markets: women, Hispanics, and Asians -- Retirement plans -- Retirees -- Money in motion -- Mortgages -- Nonprofits -- Appendix: Resources -- Index Mullen gives financial advisors all the tools and guidance they need to: get the appointment; build relationships; convert prospects to client; retain clients; use niche marketing successfully; balance current clients and prospects; increase the products and services each client uses; and, attract millionaire clients BUSINESS & ECONOMICS / Finance bisacsh Financial planners fast Financial services industry fast Investment advisors fast Wirtschaft Financial planners Financial services industry Investment advisors Erscheint auch als Druck-Ausgabe, Hardcover 0-8144-8052-7 http://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&db=nlabk&AN=211011 Aggregator Volltext |
| spellingShingle | Mullen, David J., Jr The million-dollar financial services practice a proven system for becoming a top producer BUSINESS & ECONOMICS / Finance bisacsh Financial planners fast Financial services industry fast Investment advisors fast Wirtschaft Financial planners Financial services industry Investment advisors |
| title | The million-dollar financial services practice a proven system for becoming a top producer |
| title_auth | The million-dollar financial services practice a proven system for becoming a top producer |
| title_exact_search | The million-dollar financial services practice a proven system for becoming a top producer |
| title_full | The million-dollar financial services practice a proven system for becoming a top producer David J. Mullen, Jr |
| title_fullStr | The million-dollar financial services practice a proven system for becoming a top producer David J. Mullen, Jr |
| title_full_unstemmed | The million-dollar financial services practice a proven system for becoming a top producer David J. Mullen, Jr |
| title_short | The million-dollar financial services practice |
| title_sort | the million dollar financial services practice a proven system for becoming a top producer |
| title_sub | a proven system for becoming a top producer |
| topic | BUSINESS & ECONOMICS / Finance bisacsh Financial planners fast Financial services industry fast Investment advisors fast Wirtschaft Financial planners Financial services industry Investment advisors |
| topic_facet | BUSINESS & ECONOMICS / Finance Financial planners Financial services industry Investment advisors Wirtschaft |
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