百万金融服务实践/MILLION-DOLLAR FINANCIAL SERVIES PRACT

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  • 版 次:1
  • 页 数:344
  • 字 数:
  • 印刷时间:2007年10月01日
  • 开 本:
  • 纸 张:胶版纸
  • 包 装:精装
  • 是否套装:否
  • 国际标准书号ISBN:9780814480526
作者:David J. Mullen Jr. 著出版社:Oversea Publishing House出版时间:2007年09月 
内容简介
  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, *s, 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.
作者简介
  David J. Mullen, Jr. (Englewood, CO) recently retired as a Managing Director at Merrill Lynch, where he trained over 500 advisors. His advisor training program has had a consistent success rate of twice the industry average. His methods have been adop
目  录
Acknowledgments
Part I The Foundation
 1. Overview
 2. Motivation
 3. The Numbers You Need to Succeed
 4. Niche Marketing
 5. Getting the Appointment
 6. The Appointment
 7. Turning Prospects Into Clients
 8. The Wealth-Management Process for New Advisors
 9. Time Management for New Financial Advisors
Part 2 Taking It to the Next Level:Building a Million-Dollar Practice
 10. Balancing Clients and Prospects
 11. Getting More Assets from Existing Clients

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