Binding: Hardcover
Dewey Decimal Number: 650
EAN: 9780814480526
ISBN: 0814480527
Label: AMACOM
Manufacturer: AMACOM
Number Of Items: 1
Number Of Pages: 352
Publication Date: September 26, 2007
Publisher: AMACOM
Sales Rank: 14994
Studio: AMACOM

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Editorial Review:

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.




Rating: - 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 conversation about Mullin's views and support strategies he was implementing for and with the financial advisors under his charge. I smiled as I read through this book hearing many of the same practices and methodologies he shared with me then. This book is about proven system. Mullen has helped hundreds of financial advisors ... Read More

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Rating: - 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 next. This book gives you detailed, step by step processes that will make you accountable to yourself. This is the best road map I have seen for financial advisor type professionals. Follow this book, be successful!

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Rating: - 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. Ordered this book because of the high reviews and I have to say this book did not let me down. It was better than I expected. This book breaks down exactly what you need to do, step by step, to grow a million dollar practice. My favorite chapters were the first (Overview) and the third (The numbers you need to succeed).

The Overview basically tells ... Read More

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Rating: - 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 use.

The author is a former regional manager at Merrill Lynch and refined his system over many years of working with top producers at the firm. New advisors and those looking for a significant jump in productivity would be well advised to adopt the book as their business plan.

I use the book and have ... Read More

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Rating: - 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. We need to ask the WHY of what we are doing. We need to answer that question in our own lives if we are to be successful. Set goals and then work to achieve those goals. It begins with the reasons we are in this business.

2. Practical steps. The author takes the reader through very practical steps of time management, and even lays out some very ... Read More

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