The Million-dollar Financial Services Practice

The Million-dollar Financial Services Practice
Author: David J. Mullen (Jr.)
Publisher: Amacom
Total Pages: 354
Release: 2013
Genre: Business & Economics
ISBN: 0814431739

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. You'll also 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 Services Practice, 2nd Edition

The Million-Dollar Financial Services Practice, 2nd Edition
Author: David Mullen
Publisher:
Total Pages: 352
Release: 2013
Genre: Business enterprises
ISBN:

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.

The Million-dollar Financial Advisor

The Million-dollar Financial Advisor
Author: David J. Mullen (Jr.)
Publisher: AMACOM Div American Mgmt Assn
Total Pages: 290
Release: 2010
Genre: Business & Economics
ISBN: 0814414729

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
Total Pages: 305
Release: 2018-08-21
Genre: Business & Economics
ISBN: 0814439217

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.

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)
Author: Steve Moore
Publisher: John Wiley & Sons
Total Pages: 256
Release: 2010-10-05
Genre: Business & Economics
ISBN: 0470930144

A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.

What I Learned Losing a Million Dollars

What I Learned Losing a Million Dollars
Author: Jim Paul
Publisher: Columbia University Press
Total Pages: 192
Release: 2013-05-21
Genre: Business & Economics
ISBN: 0231164688

Jim Paul's meteoric rise took him from a small town in Northern Kentucky to governor of the Chicago Mercantile Exchange, yet he lost it all--his fortune, his reputation, and his job--in one fatal attack of excessive economic hubris. In this honest, frank analysis, Paul and Brendan Moynihan revisit the events that led to Paul's disastrous decision and examine the psychological factors behind bad financial practices in several economic sectors. This book--winner of a 2014 Axiom Business Book award gold medal--begins with the unbroken string of successes that helped Paul achieve a jet-setting lifestyle and land a key spot with the Chicago Mercantile Exchange. It then describes the circumstances leading up to Paul's $1.6 million loss and the essential lessons he learned from it--primarily that, although there are as many ways to make money in the markets as there are people participating in them, all losses come from the same few sources. Investors lose money in the markets either because of errors in their analysis or because of psychological barriers preventing the application of analysis. While all analytical methods have some validity and make allowances for instances in which they do not work, psychological factors can keep an investor in a losing position, causing him to abandon one method for another in order to rationalize the decisions already made. Paul and Moynihan's cautionary tale includes strategies for avoiding loss tied to a simple framework for understanding, accepting, and dodging the dangers of investing, trading, and speculating.

The Million Dollar Private Practice

The Million Dollar Private Practice
Author: David Steele
Publisher: John Wiley & Sons
Total Pages: 243
Release: 2012-09-11
Genre: Psychology
ISBN: 1118234588

Broaden your professional horizons, expand the scope of your practice, and create new revenue streams You are uniquely gifted in your ability to ease suffering and enhance quality of life. You help solve profound human problems and restore hope. Now, The Million Dollar Private Practice reveals how you can leverage your distinctive talents and expertise to dramatically expand your professional and financial horizons. Building upon the premise that the key to building a million-dollar practice is expanding your services from "one to one" to "one to many," renowned private practice development consultant David Steele reveals his time-tested strategies for transforming the ways you think and work. You'll discover how to: Choose your niche and "own" it Develop business models custom-tailored to your unique talents and goals Create new systems, products, and services that make a considerable difference in your clients' lives Make "intangible" services tangible through branding and packaging Create value through referral systems, affiliate programs, and joint ventures Use creative marketing strategies designed for private practice professionals Develop sales and enrollment strategies that dramatically boost your client base Recruit, organize, motivate, and manage staff needed to build and run a million-dollar practice Demonstrating that profits need not be the enemy of ideals, this insightful guide to professional development is an important resource for psychotherapists, family and marriage therapists, social workers, and all private practice professionals seeking creative ways to attract new clients and build their businesses.

The Ensemble Practice

The Ensemble Practice
Author: P. Palaveev
Publisher: John Wiley & Sons
Total Pages: 247
Release: 2012-10-02
Genre: Business & Economics
ISBN: 1118209540

A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations Why do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets? The answer, according to industry consultant and researcher, P. Palaveev, is that the most successful firms are those which, create and promote a team-based service model that serves as the foundation of their enterprise. Find out how and why a team-based service model can play a decisive role in the future growth and sustained success of your wealth management firm Discover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employ Profit from the author's years of experience working with the world's top wealth management firms and the data he has compiled as a pre-eminent industry researcher Learn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practice Get the lowdown on how the savviest traditional broker-dealer firms have formed dynamic ensemble teams within their organizations and learn of the results they've achieved

The Million Dollar Financial Services Practice

The Million Dollar Financial Services Practice
Author: David J. Mullen
Publisher: HarperChristian + ORM
Total Pages: 283
Release: 2013-02-13
Genre: Business & Economics
ISBN: 0814431747

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.