Cargando…
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 |
MARC
| LEADER | 00000cam a2200000 a 4500 | ||
|---|---|---|---|
| 001 | EBSCO_ocn190862605 | ||
| 003 | OCoLC | ||
| 005 | 20231017213018.0 | ||
| 006 | m o d | ||
| 007 | cr cnu---unuuu | ||
| 008 | 080117s2008 nyu o 001 0 eng d | ||
| 040 | |a N$T |b eng |e pn |c N$T |d YDXCP |d OCLCQ |d IDEBK |d OCLCQ |d B24X7 |d OCLCQ |d CDX |d DKDLA |d OCLCO |d OCLCQ |d OCLCF |d P4I |d NLGGC |d OCLCQ |d AGLDB |d PIFAG |d OCLCQ |d WY@ |d VNS |d VTS |d AU@ |d COO |d JBG |d M8D |d OCLCQ |d OCLCO |d OCLCQ |d ANO |d OCLCQ |d OCLCO | ||
| 019 | |a 233792356 |a 474255308 |a 815543499 |a 961620992 |a 962605896 | ||
| 020 | |a 9780814409688 |q (electronic bk.) | ||
| 020 | |a 0814409687 |q (electronic bk.) | ||
| 020 | |a 1281128201 | ||
| 020 | |a 9781281128201 | ||
| 020 | |z 0814480527 |q (Cloth) | ||
| 029 | 1 | |a AU@ |b 000051395374 | |
| 029 | 1 | |a AU@ |b 000053247656 | |
| 029 | 1 | |a CDX |b 7443265 | |
| 029 | 1 | |a DEBBG |b BV043132229 | |
| 029 | 1 | |a DEBSZ |b 422164844 | |
| 029 | 1 | |a DKDLA |b 820120-katalog:999935807305765 | |
| 029 | 1 | |a GBVCP |b 802416225 | |
| 035 | |a (OCoLC)190862605 |z (OCoLC)233792356 |z (OCoLC)474255308 |z (OCoLC)815543499 |z (OCoLC)961620992 |z (OCoLC)962605896 | ||
| 050 | 4 | |a HG179.5 |b .M85 2008eb | |
| 072 | 7 | |a BUS |x 027000 |2 bisacsh | |
| 072 | 7 | |a KNST |2 bicssc | |
| 082 | 0 | 4 | |a 332 |2 22 |
| 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. |
| 260 | |a New York : |b AMACOM, |c ©2008. | ||
| 300 | |a 1 online resource (vii, 344 pages) | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 500 | |a Includes index. | ||
| 505 | 0 | |a 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. | |
| 588 | 0 | |a Print version record. | |
| 520 | |a 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 millionaire clients. | ||
| 590 | |a eBooks on EBSCOhost |b EBSCO eBook Subscription Academic Collection - Worldwide | ||
| 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. |2 bisacsh | |
| 650 | 7 | |a Financial planners |2 fast | |
| 650 | 7 | |a Financial services industry |2 fast | |
| 650 | 7 | |a Investment advisors |2 fast | |
| 776 | 0 | 8 | |i Print version: |a Mullen, David J., Jr. |t Million-dollar financial services practice. |d New York : AMACOM, ©2008 |z 9780814480526 |z 0814480527 |w (DLC) 2007031495 |w (OCoLC)154772556 |
| 856 | 4 | 0 | |u https://ebsco.uam.elogim.com/login.aspx?direct=true&scope=site&db=nlebk&AN=211011 |z Texto completo |
| 938 | |a Books 24x7 |b B247 |n bkb00022372 | ||
| 938 | |a Coutts Information Services |b COUT |n 7443265 |c 20.52 GBP | ||
| 938 | |a EBSCOhost |b EBSC |n 211011 | ||
| 938 | |a ProQuest MyiLibrary Digital eBook Collection |b IDEB |n 112820 | ||
| 938 | |a Internet Archive |b INAR |n milliondollarfin0000mull | ||
| 938 | |a YBP Library Services |b YANK |n 2758512 | ||
| 994 | |a 92 |b IZTAP | ||