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The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
 
 
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The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer (Hardcover)

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Key Phrases: hundred qualified prospects, most affluent investors, client contact process, Joe Advisor, Jane Advisor, Asian American (more...)
4.6 out of 5 stars  See all reviews (21 customer reviews)

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  • This item: The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer by David J. Mullen Jr.

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Editorial Reviews

Review

“…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



Product Description

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.


Product Details

  • Hardcover: 352 pages
  • Publisher: AMACOM (September 26, 2007)
  • Language: English
  • ISBN-10: 0814480527
  • ISBN-13: 978-0814480526
  • Product Dimensions: 9.1 x 6.2 x 1.4 inches
  • Shipping Weight: 1.5 pounds (View shipping rates and policies)
  • Average Customer Review: 4.6 out of 5 stars  See all reviews (21 customer reviews)
  • Amazon.com Sales Rank: #3,771 in Books (See Bestsellers in Books)

    Popular in these categories: (What's this?)

    #2 in  Books > Nonfiction > Education > Counseling
    #2 in  Books > Business & Investing > Job Hunting & Careers > Vocational Guidance
    #5 in  Books > Business & Investing > Skills > Time Management

More About the Author

David J. Mullen Jr.
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Customer Reviews

21 Reviews
5 star:
 (16)
4 star:
 (4)
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Average Customer Review
4.6 out of 5 stars (21 customer reviews)
 
 
 
 
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Most Helpful Customer Reviews

 
12 of 13 people found the following review helpful:
5.0 out of 5 stars Just what I needed, January 15, 2008
As a new financial planner working on an independent platform, I was seeking help to develop a marketing plan to get my business ramped up as quickly as possible. This book exceeded my expectations. Dave shares what your goals should be depending on what stage in the business you are, then proceeds to explain how to go about achieving them. I appreciate that he spends little time covering motivation, other than to recognize that to work as hard as one needs to build a million dollar practice, you've got to have your own deep motivation to do the marketing required. The most value is in the "how to" go to market which sets this book apart for most others.

My only regret is that the book was not published prior to my start date. If you are new to the financial services business or looking to make a career change, this is a must read book. If you are a seasoned pro, but not a million dollar producer and want to break through to the next level, this book will be of great assistance.
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5 of 5 people found the following review helpful:
5.0 out of 5 stars Professional, useful, inspiring!!!, October 30, 2007
This book fills the void left by "sink or swim" training traditionally used by our financial advisory firms.

Dave's inspiring nature shines through in this text to make us Financial Advisors feel like anything is possible! He gives us the tools to play to our own strengths and capitalize on our own interests and contacts to build a quality wealth management practice. From scripts to bigger picture planning, this book not only inspires us to make changes in our business, but also gives us the tactical tools to do so. I would recommend this book to every Financial Advisor, including those of you at the beginning or somewhere out in the middle of your careers.

Read this book!! I believe it will give you hope and a plan for bringing your vision for your practice into reality.
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4 of 4 people found the following review helpful:
5.0 out of 5 stars BooYah! Finally there's a credible roadmap., January 6, 2008
By Sophia M. Winter (Denver, CO USA) - See all my reviews
(REAL NAME)   
I have been in the business for over 20 years and have continued to refine and grow my practice by applying successful techniques and processes aleady designed by other successful Advisors. This book by Dave Mullen is in a class of its own. Through the countless books, seminars and weekend training retreats that I have utilized to improve my practice..."The Million Dollar Financial Services Practice: A Proven System for Becoming a Top Producer" cuts to the heart of the matter and addresses "Doing the Right things everyday...providing clearity of vision, process and discipline." It's the "Best" I've ever read!
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Most Recent Customer Reviews

1.0 out of 5 stars I must have read a different book!
I must not have read the same book as the other reviewers or I did not work with Mr. Mullen. I ordered this book looking for great things after reading the other reviews. Read more
Published 29 days ago by R. S. Balser

4.0 out of 5 stars Better discussion in person - good overall
Book was a good review of his discussion in person. A bit repetitive, but a lot of good information on how to structure a practice.
Published 2 months ago by Raymond Brown

5.0 out of 5 stars Best book for Financial Advisors in building their practice
I have read many books for financial advisors to build their practice. Dave Mullen in this book has distilled the important activities that each should do from new advisors to... Read more
Published 2 months ago by Vivek Thoppay

5.0 out of 5 stars One of the best books on the subject.
Having purchased and read most books on Amazon relating the building a wealth management business; (not HOW to advise clients) but really books on prospecting, generating leads,... Read more
Published 3 months ago by Vlada Vujasinovic

5.0 out of 5 stars Great guide if you want to build a BIG book of business.
I have been in the financial services business for 25 years and have seen a lot of "Grow a Big Practice Fast" systems. This is book the best. Read more
Published 4 months ago by L. Hill

5.0 out of 5 stars Mullen cuts to the heart of the matter on how to become a top producer in a million-dollar financial services practice
I met David Mullen several years ago in his Merrill Lynch office in south Denver. A colleague and I visited with David for a couple of hours and enjoyed lunch and a enlightening... Read more
Published 12 months ago by Darin Manis

5.0 out of 5 stars Essential
I recently obtained my series 7 and series 66 licenses, along with all the insurance lines! After completing my studying and passing all the tests, I had no idea as of what to do... Read more
Published 12 months ago by Ahmed Diallo

5.0 out of 5 stars This is a great getting started manual for new financial advisors
Just recently licensed, I was searching for a book to help me get started, since I will be working as an independent financial adviser. Read more
Published 15 months ago by kjcrolfe

5.0 out of 5 stars Awesome Marketing and Business Plan handbook for Financial Advisors
This is a very good, practical guide, on how to become a million dollar producer. The book is straightforward and full of practical information that anyone can immediately put to... Read more
Published 15 months ago by Bruce Harrison

4.0 out of 5 stars Great help for the beginning financial advisor
As I begin my own financial services practice I find this book to be very helpful in two areas.

1. The author gets at motivation first. Read more
Published 17 months ago by Daniel Thompson

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