“…information on marketing, prospecting, sales and time management techniques are presented clearly and in great detail. The book is one advisors will refer to often. "
-- Research Magazine
“…filled with valuable information from a smart manager who has been there and done that successfully.”
-- On Wall Street
"...a helpful resource for financial professionals who have the motivation and desire to build and maintain a solid business model.”
-- Agent’s Sales Journal
“…providing clear…processes for defining and implementing proven marketing tactics for financial practices to use as a guideline… give[s] new and existing owners some food for thought.”
Broker Dealer Journal
“… an easy read…providing clear and methodical processes for defining and implementing proven marketing tactics for financial practices…” -- Broker Dealer Journal
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. 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 • attract millionaire clients
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.