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

~ (Author)
Key Phrases: hundred qualified prospects, most affluent investors, client contact process, Joe Advisor, Jane Advisor, Asian American (more...)

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.

See all Editorial Reviews

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)

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

Customer Reviews

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

By	Larry G. Smith - See all my reviews (REAL NAME)

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.

5 of 5 people found the following review helpful:

5.0 out of 5 stars Professional, useful, inspiring!!!, October 30, 2007

By	Caitlin J. Stypula - See all my reviews (REAL NAME)

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.

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!