The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
by David J. Mullen Jr.
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Book Summary Information
Author: David J. Mullen Jr.Edition: Hardcover
Audio: English (Original Language); English (Unknown); English (Published)
Published: 2007-09-26
ISBN: 0814480527
Number of pages: 352
Publisher: AMACOM
Book Reviews of The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
Book Review: This is a great getting started manual for new financial advisors
Summary: 5 Stars
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 you what to expect, explaining that as a new adviser 70% of a 10 hour day should be spent on marketing. Also provides a break down for your weekly marketing goals, time commitment, and target markets.
The Numbers chapter breaks down how many appointments you must set weekly, how much assets you must get under management on a monthly basis, the minimum qualified prospects to keep, and a specific road map to growing your business to a million dollars.
The book also contains marking plans, scrips to help you get started and much more. This is a great book for any new adviser that is serious about growing their business to a million dollar practice!
Summary of The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
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.
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