The Million Dollar Financial Services Practice: A Proven System for Becoming a Top Producer

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. 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.

© 2023 AMACOM (Ebook): 9780814431740

Release date

Ebook: 22 August 2023