The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
David J. Mullen Jr. | 2007-09-26 00:00:00 | AMACOM | 352 | Guides
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.
Reviews
As a Manager in the business and a producer, this is the bible on how to be a good advisor. Dave Mullen has great content and the book is written by someone that has done this. Its not just smoke. I use this book to train people and all his material. I was skeptical at first but if you are interested in a career in this industry , read this book. If you want to take it to the next level read both of his books.
Reviews
If you are on the independent side where you don't have a comprehensive training program available through your B/D, then this is a MUST read. It lays out the playbook for becoming successful in the business. That's not to say that it is easy, but if you have the ability to grind through the prospecting activities, then it is just a matter of time until you become successful.
Reviews
I am 28 years in the Financial Services busines and wish I had this book from the beginning of my career. My gross was $400K last year and I have been stuck at that level for some time. In my opinion this book gives the reader a precise roadmap to follow to build a successful financial services practice. I just hired a 26 year old rep and told him to read this book 4 times a year for the next 5 years, where he can recite it back and he will get very wealthy.
I have read "Tested in the Trenches" by Ron Carson and Steve Sanduski, which was good. I have read "Effortless Marketing for Financial Advisors" by Steve Moeller which I thought was even better. But if you only read AND FOLLOW one book in order to take your practice to the next level, THIS IS THE ONE!!!
Reviews
I am a ten year veteran advisor, and I enjoyed the book very much. Confirmation of numbers to attain and suggestions for how to get there where very good. The additional resources in the appendix where extremely helpful. One can get distracted and complicate our business more than it should be. I found Mullen's format and suggestions easy to get through, and great reminders in how one can stay on the path to a very successful career.
Reviews
This book is an excellent resource to guide a new advisor. It is worth the money.
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