Million-Dollar Financial Services Practice

by David J. Mullen Jr.

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.

Genres: Finance, Business, Nonfiction, Reference

352 pages, Paperback

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.