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The million-dollar financial services practice : a proven system for becoming a top producer /
Mullen gives financial advisors all the tools and guidance they need to: get the appointment; build relationships; convert prospects to client; retain clients; use niche marketing successfully; balance current clients and prospects; increase the products and services each client uses; and, attract m...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
New York :
AMACOM,
©2008.
|
| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Acknowledgments
- PART 1. THE FOUNDATION. Overview
- Motivation
- The numbers you need to succeed
- Niche marketing
- Getting the appointment
- The appointment
- Turning prospects into clients
- The wealth-management process for new advisors
- Time management for new financial advisors
- PART 2. TAKING IT TO THE NEXT LEVEL: BUILDING A MILLION-DOLLAR PRACTICE. Balancing clients and prospects
- 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
- PART 3. MARKET ACTION PLANS. Seminars
- Event marketing
- Networking
- Past experience and personal contacts
- Adopt a town
- Business owners
- Professionals: medical, legal, and sales
- Executives
- Influencers
- Diverse markets: women, Hispanics, and Asians
- Retirement plans
- Retirees
- Money in motion
- Mortgages
- Nonprofits
- Appendix: Resources
- Index.