000			03343cam a2200385 i 4500
999			_c105391 _d105391
003			BJBSDDR
005			20230411085643.0
007			ta
008			121126s2013 nyu b 001 0 eng
020			_a9780814431733
020			_a0814431739
040			_aDLC _bspa _cDLC
041			_aeng
042			_apcc
050	0	0	_aHG179.5 _bM958m 2013
082	0	0	_a332.1068 _223
100	1		_aMullen, David J., _cJr. _eauthor
245	1	4	_aThe million-dollar financial services practice : _ba proven system for becoming a top producer / _cDavid J. Mullen Jr.
250			_a2nd Edition.
264		1	_aNew York : _bAMACOM--American Management Association, _c[2013]
300			_aix, 340 pages ; _c24 cm
336			_atext _2rdacontent
337			_aunmediated _2rdamedia
338			_avolume _2rdacarrier
504			_aIncludes bibliographical references (pages 317-332) and index.
505	0		_aThe 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 -- The wealth management process -- Balancing clients and prospects : the next step -- 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 -- Index.
520			_a Other books have claimed to help readers build a lucrative financial services practice ... but 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 "Alumni Marketing," 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 anyone-no matter where they are in their career-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.
650		0	_aFinancial planners.
650		0	_aFinancial services industry.
650		0	_aInvestment advisors.
650		0	_aAsesoramiento de Inversiones _9560 _xFinanzas
906			_a7 _bcbc _corignew _d1 _eecip _f20 _gy-gencatlg
942			_2lcc _cBK