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The million-dollar financial services practice : a proven system for becoming a top producer /
Build a top-line financial services practice ... for today's market.
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
New York :
AMACOM--American Management Association,
[2013]
|
| Edición: | 2nd Edition. |
| Colección: | Finance professional collection
|
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
MARC
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| 049 | |a UAMI | ||
| 100 | 1 | |a Mullen, David J., |c Jr. | |
| 245 | 1 | 4 | |a The million-dollar financial services practice : |b a proven system for becoming a top producer / |c David J. Mullen Jr. |
| 250 | |a 2nd Edition. | ||
| 264 | 1 | |a New York : |b AMACOM--American Management Association, |c [2013] | |
| 300 | |a 1 online resource | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 347 | |a data file |2 rda | ||
| 490 | 0 | |a Finance professional collection | |
| 504 | |a Includes bibliographical references (pages 317-332) and index. | ||
| 505 | 0 | |a 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 -- Balancing clients and prospects : the next step -- The wealth management process -- 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 -- Appendix -- Index. | |
| 588 | |a Description based on print version record and CIP data provided by publisher. | ||
| 520 | |a Build a top-line financial services practice ... for today's market. | ||
| 590 | |a O'Reilly |b O'Reilly Online Learning: Academic/Public Library Edition | ||
| 650 | 0 | |a Financial planners. | |
| 650 | 0 | |a Financial services industry. | |
| 650 | 0 | |a Investment advisors. | |
| 650 | 6 | |a Planificateurs financiers. | |
| 650 | 6 | |a Services financiers. | |
| 650 | 6 | |a Conseillers en placements. | |
| 650 | 7 | |a investment counsels. |2 aat | |
| 650 | 7 | |a BUSINESS & ECONOMICS |x Finance |x General. |2 bisacsh | |
| 650 | 7 | |a Financial planners. |2 fast |0 (OCoLC)fst00924719 | |
| 650 | 7 | |a Financial services industry. |2 fast |0 (OCoLC)fst00924738 | |
| 650 | 7 | |a Investment advisors. |2 fast |0 (OCoLC)fst00978168 | |
| 776 | 0 | 8 | |i Print version: |t The million-dollar financial services practice |d New York : AMACOM--American Management Association, [2013] |z 9780814431733 |w (DLC) 2012044633 |
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