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

by David J. Mullen Jr.

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.

Genres: Finance, Business, Nonfiction, Reference

352 pages, Hardcover

First published June 30, 1905

Reviews

[Mandino Tan · Rating 5 out of 5]

Points out the blueprint on achieving the million-dollar practice. Not that it's my goal nor think that it's the only way to achieve it. However, it helps me understand what hard works needs to be done and what I need to risks in order to achieve what I want to achieve.

Even if you're not in the financial industry, the principles and skills set would lead to learn and understand how High and Ultra High Net Worths do business and think.

[J Roberts · Rating 3 out of 5]

I would rather preform a service then to sell, but it is a necessary component of the industry. When I do begin planning (and you'll all know... because you'll be the first people I hit up), I plan on letting my work showcase my talents. This book focuses on he alternative... it focuses on the talent of how well I can showcase myself. Still, I will definately read this again when the time is right.

[Loansmart · Rating 5 out of 5]

Re-read this book and I found it to be very interesting. Any insight which helps you understand your clients better, in my humble opinion, helps you serve them better. Ultimately, serving clients better, helps you build your practice. I'd recommend reading this to any of our clients, and agents in training. (David Hoffman)

[Tony Canas · Rating 3 out of 5]

Read it during a short part time stint selling life insurance. It should be called "How to suck up to rich people for commission". Not my cup of tea.

[Allyn Shaw · Rating 4 out of 5]

A good book for financial advisors

[Mark · Rating 4 out of 5]

Very insightful and educational.