The million-dollar financial services practice : a proven system for becoming a top producer /

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Build a top-line financial services practice ... for today's market.

Bibliographic Details
Call Number:Libro Electrónico
Main Author: Mullen, David J., Jr
Format: Electronic eBook
Language:Inglés
Published: New York : AMACOM--American Management Association, [2013]
Edition:2nd Edition.
Series:Finance professional collection
Subjects:
Financial planners.
Financial services industry.
Investment advisors.
Planificateurs financiers.
Services financiers.
Conseillers en placements.
investment counsels.
BUSINESS & ECONOMICS > Finance > General.
Online Access:Texto completo (Requiere registro previo con correo institucional)
Table of Contents:
  • 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.

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