The Million-dollar Financial Services Practice

The Million-dollar Financial Services Practice

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Other books have claimed to help readers build a lucrative financial services practicea€bbut 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 a€œAlumni Marketing, a€ 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 anyonea€”no matter where they are in their careera€”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.The key concept in this marketing technique is to help clients help you. ... to survey your best clients to determine what their two favorite outside interests are, such as golf, fly fishing, wine tasting, fine dining, sporting events, or cooking classes.

Title:The Million-dollar Financial Services Practice
Author:David J. Mullen, Jr.
Publisher:AMACOM Div American Mgmt Assn - 2013


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