The Million Dollar Financial Services Practice
The Million Dollar Financial Services Practice

Author: David J. Mullen

Publisher: HarperChristian + ORM

Published: 2013-02-13

Total Pages: 283

ISBN-13: 0814431747

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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.

The Million-dollar Financial Advisor
The Million-dollar Financial Advisor

Author: David J. Mullen (Jr.)

Publisher: AMACOM Div American Mgmt Assn

Published: 2010

Total Pages: 290

ISBN-13: 0814414729

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The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

The Million-Dollar Financial Advisor Team
The Million-Dollar Financial Advisor Team

Author: David J. Mullen, Jr.

Publisher: AMACOM

Published: 2018-08-21

Total Pages: 305

ISBN-13: 0814439217

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Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.

The Ultimate Financial Advisor
The Ultimate Financial Advisor

Author: Bryan Sweet

Publisher:

Published: 2021-05-18

Total Pages:

ISBN-13: 9781732973459

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Have you dreamt of becoming the Ultimate Financial Advisor but don't know where to start? This book by Bryan Sweet, Brittany Anderson & Draye Redfern reveals the 12 pillars that are necessary to set you up for success and help you grow your financial advisory business exponentially. Not only will you uncover the strategies, marketing, systems needed to be successful, but you will also learn how to build your dream team along with the step-by-step path to actually implement all of your best ideas into your practice to reach your ultimate goals as a financial advisor.

Financial Services Sales Handbook
Financial Services Sales Handbook

Author: Clifton T. Warren

Publisher: Business Expert Press

Published: 2016-08-11

Total Pages: 157

ISBN-13: 1631574949

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Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many professionals and firms fail to achieve their full potential.The financial services industry is currently facing its biggest challenge: increased competition; smarter buyers who want to deal with professionals instead of sales people; and the emergence of social media, including Facebook, Twitter, LinkedIn, and Google. The Financial Sales Handbook: A Guide to Become a Top Producer is for experienced professionals as well as for those who want to make the transition from managing work to more effective selling. The book is also for professionals who want to sharpen their skills. It is intended as the nucleus for corporate training programs as well as for self-employed professionals who must market and sell to stay in business.

Fearless Referrals: Boost Your Confidence, Break Down Doors, and Build a Powerful Client List
Fearless Referrals: Boost Your Confidence, Break Down Doors, and Build a Powerful Client List

Author: Matt Anderson

Publisher: McGraw Hill Professional

Published: 2011-12-12

Total Pages: 257

ISBN-13: 0071782877

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Use Your Contacts as the Building Blocks to Success "The 'Golden Rules' for developing a continuous chain of high-quality referrals for any product in any business." —Brian Tracy, bestselling author of The Psychology of Selling "This easy-to-use, practical guide will dramatically increase your referral stream." —Jon Voegele, Regional Vice President of Agency, COUNTRY Financial "Matt Anderson has written an indispensable manual to doing business in our networked age where ideas and business opportunities travel virally." —Magnus Lindkvist, trendspotter and author of Everything We Know Is Wrong and The Attack of he Unexpected When you ask a successful salesperson how he or she gets so much business, the answer is always the same: “Word of mouth.” A quality referral is vastly more valuable than any other form of marketing. But how much time and effort do you actually spend harvesting those referrals? Fearless Referrals shows how to secure consistently higher quality referrals the right way. This groundbreaking guide provides a toolbox of wording that works, powerful fear-killing techniques, and proven referral-gathering methods that will completely transform your business. Learn how to: Overcome the fears of rejection and appearing too needy Develop a six-step system where others are comfortable opening doors for you Create relationships that foster future referrals Ask the right people, the right way, at the right time for a referral You can build a world-class business simply by leveraging your most valuable asset—your network. As you become increasingly fearless about referrals, word-ofmouth is money in the bank.