The million-dollar financial services practice : a proven system for becoming a top producer /: a proven system for becoming a top producer. (©2013)

• Record Type: Book
• Further Information: Note: David J. Mullen Jr.
• Other Names: Jr, Mullen, David J
• Contents: 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 -- 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 -- 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.
• Edition: 2nd ed
• Publisher Details: New York : AMACOM/American Management Association
• Publication Date: 2013
• Copyright Date: 2013
• Extent: 1 online resource (1 volume)
• Subjects: 332.1068; BUSINESS & ECONOMICS / Finance / General; Financial planners; Financial services industry; Investment advisors; Financial planners; Financial services industry; Investment advisors; Electronic books; Electronic books
• Languages: English
• ISBNs: 9780814431740; 0814431747
• Related ISBNs: 9780814431733; 0814431739
• Notes: Note: Includes bibliographical references and index.; Note: Print version record.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.