The million-dollar financial services practice : a proven system for becoming a top producer / David J. Mullen Jr.
Build a top-line financial services practice ... for today's market.
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| Online Access: |
Full Text (via O'Reilly/Safari) |
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| Main Author: | |
| Format: | eBook |
| Language: | English |
| Published: |
New York :
AMACOM--American Management Association,
[2013]
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| Edition: | 2nd edition. |
| Series: | Finance professional collection
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| Subjects: |
Table of Contents:
- The foundation
- Introduction
- The concept behind the process
- Motivation
- The numbers you need to succeed
- Niche marketing
- Getting the appointment
- The appointment
- Turning prospects into clients
- Time management for new financial advisors
- Taking it to the next level
- Balancing clients and prospects : the next step
- The wealth management process
- Getting more assets from existing clients
- Leveraging clients to get new ones
- Expanding the client relationship
- Your natural market
- Client retention
- Time management and the client associate
- Teams
- What millionaires need
- Beyond a million-dollar practice
- Market action plans
- Seminars
- Event marketing
- Marketing through social media
- Networking
- Past experience and personal contacts
- Adopt a town
- Business owners
- Realtors
- Executives
- Influencers
- Alumni marketing
- Retirement plans
- Retirees
- Money in motion
- Nonprofits
- Appendix
- Index.