The Million-dollar Financial Services Practice
A Proven System for Becoming a Top Producer
AMACOM · Print & ebook · February 28, 2023
If you’re an advisor, whether you need a push or not, and regardless if you’re new or old to the business, this guide will help add instant value to your practice.
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- Who it’s for
- A financial-practice guide covering prospect conversion, client relationships, retention, and niche marketing.
- Themes
- Financial practice development, Client acquisition and retention, Sales training and resilience
- Genres
- Financial Services, Wealth Management, Sales & Selling
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Start with this bookAbout this book
If you’re an advisor, whether you need a push or not, and regardless if you’re new or old to the business, this guide will help add instant value to your practice. Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice.
Continue reading
Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. In The Million-Dollar Financial Services Practice, you will gain insight into practical areas often overlooked by other industry guides, including: - how to work in teams, - how to train sales associates, - and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today’s financial service professionals become top producers.
Practice-Building Tools
A financial-practice guide covering prospect conversion, client relationships, retention, and niche marketing.
Come here for
- Templates, scripts, letters, and market action plans
- Guidance on teams, sales-associate training, and handling rejection
Expect
- Strategies for affluent-client acquisition, social media, and alumni marketing
- Advice on wealth management services and targeting successful realtors
Where it sits
| Sales & Selling | 59% |
|---|---|
| Wealth Management | 48% |
| Financial Services | 38% |
Percentages are BookFrontier’s reading of the book.
Publisher categories
- Customer Relations
- Wealth Management
- Financial Services
- Personal Success
- Authors
- David J. Mullen, Jr.
- Publisher
- AMACOM
- Published
- February 28, 2023
- Format
- Print & ebook
- Theme
- Financial practice development · Client acquisition and retention · Sales training and resilience
- Reading lane
- Customer Relations