The million-dollar financial services practice a proven system for becoming a top producer / David J. Mullen Jr.
| Author/creator | Mullen, David J. |
| Format | Electronic |
| Edition | 2nd Edition. |
| Publication Info | New York : AMACOM--American Management Association, [2013] |
| Description | ix, 340 pages ; 24 cm |
| Supplemental Content | Full text available from Ebook Central - Public Library Complete |
| Subjects |
| Contents | The foundation -- Introduction -- The concept behind the process -- Motivation -- The numbers you need to succeed -- Niche marketing -- Getting the appointment -- The appointment -- Turning prospects into clients -- Time management for new financial advisors -- Taking it to the next level -- The wealth management process -- Balancing clients and prospects : the next step -- Getting more assets from existing clients -- Leveraging clients to get new ones -- Expanding the client relationship -- Your natural market -- Client retention -- Time management and the client associate -- Teams -- What millionaires need -- Beyond a million-dollar practice -- Market action plans -- Seminars -- Event marketing -- Marketing through social media -- Networking -- Past experience and personal contacts -- Adopt a town -- Business owners -- Realtors -- Executives -- Influencers -- Alumni marketing -- Retirement plans -- Retirees -- Money in motion -- Nonprofits -- Index. |
| Bibliography note | Includes bibliographical references (pages 317-332) and index. |
| Access restriction | Available only to authorized users. |
| Technical details | Mode of access: World Wide Web |
| Genre/form | Electronic books. |
| LCCN | 2012044633 |
| ISBN | 9780814431733 |
| ISBN | 0814431739 |
| ISBN | ebook |