The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer |
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| Title: | The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer |
| Author: | David J. Mullen Jr. |
| Publisher: | AMACOM |
| Type: | Book / Hardcover |
| Publication Date: | 26 September, 2007 |
| ISBN / ISBN-13: | 0814480527 / 9780814480526 |
| List Price: | $30.00 |
| You Save: | $10.20 |
| Amazon Price: | $19.80 |
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This book is also available, brand-new, from 3rd-party marketplace sellers at Amazon.com, from $16.02.
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Editorial Review / Publisher's Information:
Product Description
In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr. reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time management techniques into a system that will help readers build a successful and lucrative practice. 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 * attract millionaire clients Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows readers how to take their financial services practice to the million-dollar level and beyond.
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Customer Reviews:
• Excellent
05 February, 2010
This book is extremely insightful and lays out a step by step plan to grow your practice at all levels of your career. I highly recommend it.
- Amazon Customer Review
• I Must Have Read A Different Book!
12 October, 2009
I must not have read the same book as the other reviewers or I did not work with Mr. Mullen. I ordered this book looking for great things after reading the other reviews. I was sadly disaapointed. This book could be summmed up on one page.
The what: have 20 years to chase people with at least $250,000 to invest in modern portfolio theory. The How: You accomplish this by contacting 100 prospects (people you have met and would be open to meeting with you again) at least twice a month. Once via a phone call, letter or email. Once via a drop by in person. Raise at least $120 million with an ROA of .8% and you have a $1 million dollar practice. His scripts are very different than the ones on his website and the 15 marketing plans are a joke. For example, Mr. Mullen states that 52% of the millionaires in the US are business owners and he spends 5 pages on a marketing plan with three of the pages scripts. Where is the detailed step by step plan.
Great promise, not much substance.
Save your money and DO NOT BUY THIS BOOK!!!! I would be curious why Mr. Mullen is retired and why Merrill Lynch would let him if he has worked and produced so many great advisors.
- Amazon Customer Review
• New Advisors -get This Book Now
27 November, 2009
I usually do not comment on books. However, on this one I must. David Mullen, who I do NOT know, cuts directly to the chase. He tells you exactly what you should do and what you should expect on the road to building a Million Dollar Financial Services Practice. I'm only two or three chapters into this book; however, I can tell you it is, without a doubt, exactaly what I needed. It let's you know what to expect: high rejection, which will lead to high reward. I see why many highly educated people fail at becoming successful FAs, they can't get through the rejection phase (I'm smart, articulate, double degreed and you want do business with me - NO). I looking forward to getting as many NOs and will not as possible. Because I now know that's the only way to get to the major yes. Thank you David Mullen. Again, if you're new in financial services this book is a must read BEFORE you commit. If you read this and fail, I feel it would be because you do not follow the basic tenents of this book. This book will be a prominate resourse in my library.
- Amazon Customer Review
• Best Book For Financial Advisors In Building Their Practice
17 August, 2009
I have read many books for financial advisors to build their practice. Dave Mullen in this book has distilled the important activities that each should do from new advisors to the business and experienced advisors who still desire to grow their business. This is by far the best book I have read in this area.
The best way to read this book is to skim the book to find the areas of interest for yourself. Then, reread specific sections and think of the activities that you will do. He does give you many ideas - it would be impossible to do all of them.
I would highly recommend any new advisor to the business to read this book. I would also encourage managers to read this book also since it will help them to give advice to their new advisors. Wholesalers who sell to advisors should read this also since they from time to time give advisors some ideas of getting business.
Dave Mullen has done a great job with this book and I look forward to his next book.
- Amazon Customer Review
• Better Discussion In Person - Good Overall
29 August, 2009
Book was a good review of his discussion in person. A bit repetitive, but a lot of good information on how to structure a practice.
- Amazon Customer Review
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