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 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...
Gespeichert in:
1. Verfasser: | |
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Format: | Elektronisch E-Book |
Sprache: | English |
Veröffentlicht: |
New York :
AMACOM,
©2013.
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Schlagworte: | |
Online-Zugang: | Volltext |
Zusammenfassung: | 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 the industry, author David J. Mullen, Jr. shows how anyone-no matter where they are in their career-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. |
Beschreibung: | Includes index. |
Beschreibung: | 1 online resource (viii, 340 pages) |
ISBN: | 9780814431740 0814431747 |
Internformat
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spelling | Mullen, David J., Jr. https://id.oclc.org/worldcat/entity/E39PCjFwJD3mrR378d4vWtBWwC http://id.loc.gov/authorities/names/n2007056924 The million-dollar financial services practice : a proven system for becoming a top producer / David J. Mullen, Jr. New York : AMACOM, ©2013. 1 online resource (viii, 340 pages) text txt rdacontent computer c rdamedia online resource cr rdacarrier Includes index. 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 the industry, author David J. Mullen, Jr. shows how anyone-no matter where they are in their career-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. Financial planners. http://id.loc.gov/authorities/subjects/sh86000185 Financial services industry. http://id.loc.gov/authorities/subjects/sh88000615 Investment advisors. http://id.loc.gov/authorities/subjects/sh85067705 Planificateurs financiers. Services financiers. Conseillers en placements. investment counsels. aat BUSINESS & ECONOMICS Finance. bisacsh Financial planners fast Financial services industry fast Investment advisors fast has work: The million-dollar financial services practice (Text) https://id.oclc.org/worldcat/entity/E39PCFtB87MXcf64B4WwkWfqpP https://id.oclc.org/worldcat/ontology/hasWork FWS01 ZDB-4-EBU FWS_PDA_EBU https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=504247 Volltext |
spellingShingle | Mullen, David J., Jr The million-dollar financial services practice : a proven system for becoming a top producer / Financial planners. http://id.loc.gov/authorities/subjects/sh86000185 Financial services industry. http://id.loc.gov/authorities/subjects/sh88000615 Investment advisors. http://id.loc.gov/authorities/subjects/sh85067705 Planificateurs financiers. Services financiers. Conseillers en placements. investment counsels. aat BUSINESS & ECONOMICS Finance. bisacsh Financial planners fast Financial services industry fast Investment advisors fast |
subject_GND | http://id.loc.gov/authorities/subjects/sh86000185 http://id.loc.gov/authorities/subjects/sh88000615 http://id.loc.gov/authorities/subjects/sh85067705 |
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 | million dollar financial services practice a proven system for becoming a top producer |
title_sub | a proven system for becoming a top producer / |
topic | Financial planners. http://id.loc.gov/authorities/subjects/sh86000185 Financial services industry. http://id.loc.gov/authorities/subjects/sh88000615 Investment advisors. http://id.loc.gov/authorities/subjects/sh85067705 Planificateurs financiers. Services financiers. Conseillers en placements. investment counsels. aat BUSINESS & ECONOMICS Finance. bisacsh Financial planners fast Financial services industry fast Investment advisors fast |
topic_facet | Financial planners. Financial services industry. Investment advisors. Planificateurs financiers. Services financiers. Conseillers en placements. investment counsels. BUSINESS & ECONOMICS Finance. Financial planners Financial services industry Investment advisors |
url | https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=504247 |
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