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The Million Dollar Financial Services Practice
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Book Synopsis The Million-dollar Financial Services Practice by : David J. Mullen (Jr.)
Download or read book The Million-dollar Financial Services Practice written by David J. Mullen (Jr.) and published by Amacom. This book was released on 2013 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.
Book Synopsis The Million-dollar Financial Advisor by : David J. Mullen (Jr.)
Download or read book The Million-dollar Financial Advisor written by David J. Mullen (Jr.) and published by AMACOM Div American Mgmt Assn. This book was released on 2010 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.
Book Synopsis The Million-Dollar Financial Advisor Team by : David J. Mullen, Jr.
Download or read book The Million-Dollar Financial Advisor Team written by David J. Mullen, Jr. and published by AMACOM. This book was released on 2018-08-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.
Book Synopsis The Million Dollar Financial Services Practice by : David J. Mullen
Download or read book The Million Dollar Financial Services Practice written by David J. Mullen and published by HarperChristian + ORM. This book was released on 2013-02-13 with total page 283 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you’re an advisor, whether you need a push or not, and regardless if you’re new or old to the business, this guide will help add instant value to your practice. Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. In The Million-Dollar Financial Services Practice, you will gain insight into practical areas often overlooked by other industry guides, including: how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today’s financial service professionals become top producers.
Book Synopsis Rattiner's Financial Planner's Bible by : Jeffrey H. Rattiner
Download or read book Rattiner's Financial Planner's Bible written by Jeffrey H. Rattiner and published by John Wiley & Sons. This book was released on 2002-10-10 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor." -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.
Book Synopsis Practice on Purpose by : Gary Schwartz
Download or read book Practice on Purpose written by Gary Schwartz and published by . This book was released on 2022-07 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This second edition of Practice on Purpose reinforces key concepts theauthors presented to financial authors in the first edition in 2014 andpresents valuable new advice. The three authors are the top-rankingleaders at North Star Resource Group, the largest independently ownedfinancial services firm in the country.Financial advice is the only area of our profession with increasing valueand compensation. Advisors who do not make financial advice thecornerstone of their practices are likely to be left behind. Advisors whomanage their practices "on purpose" embrace the advice-based model.With specific tips on practice mechanics to practice economics, thisbook guides you in transitioning your practice to an advice-based model.Making that change will require a mindset shift, but once you do so, youcan accomplish the following:? Deliver your highest level of service to your most engaged clients.? Build a team of specialists to become the "Mayo Clinic" of financialadvice.? Understand your worth and charge appropriately for the value youbring to clients.? Use a three-tiered menu of service to clarify your relationships withclients.? Understand why handing out business cards is not an ideal strategy.? And much more!
Book Synopsis The Supernova Advisor by : Robert D. Knapp
Download or read book The Supernova Advisor written by Robert D. Knapp and published by John Wiley & Sons. This book was released on 2010-12-17 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.
Book Synopsis The Million-dollar Financial Services Practice by : David J. Mullen (Jr.)
Download or read book The Million-dollar Financial Services Practice written by David J. Mullen (Jr.) and published by . This book was released on 2008 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Financial Advisor's Success Manual by : David Leo
Download or read book The Financial Advisor's Success Manual written by David Leo and published by AMACOM. This book was released on 2017-12-07 with total page 308 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? This book provides all the answers and strategies you need to do just that. Complete with proven techniques, expert insights, and practical tips to maximize your profitability, The Financial Advisor’s Success Manual will show you how to break the cycle of moderate growth by teaching you how to: Develop a differentiation strategy Define and implement your six core client-facing processes Balance the cost of services with the value delivered Enhance client loyalty Perfect your personal marketing and sales approach You didn’t start your financial services firm with a goal of modest gains. So don’t settle for that! By implementing the methodologies and strategies in this manual, you can grow your business beyond your wildest expectations--all while serving your clients better.
Book Synopsis The Million Dollar Private Practice by : David Steele
Download or read book The Million Dollar Private Practice written by David Steele and published by John Wiley & Sons. This book was released on 2012-09-11 with total page 243 pages. Available in PDF, EPUB and Kindle. Book excerpt: Broaden your professional horizons, expand the scope of your practice, and create new revenue streams You are uniquely gifted in your ability to ease suffering and enhance quality of life. You help solve profound human problems and restore hope. Now, The Million Dollar Private Practice reveals how you can leverage your distinctive talents and expertise to dramatically expand your professional and financial horizons. Building upon the premise that the key to building a million-dollar practice is expanding your services from "one to one" to "one to many," renowned private practice development consultant David Steele reveals his time-tested strategies for transforming the ways you think and work. You'll discover how to: Choose your niche and "own" it Develop business models custom-tailored to your unique talents and goals Create new systems, products, and services that make a considerable difference in your clients' lives Make "intangible" services tangible through branding and packaging Create value through referral systems, affiliate programs, and joint ventures Use creative marketing strategies designed for private practice professionals Develop sales and enrollment strategies that dramatically boost your client base Recruit, organize, motivate, and manage staff needed to build and run a million-dollar practice Demonstrating that profits need not be the enemy of ideals, this insightful guide to professional development is an important resource for psychotherapists, family and marriage therapists, social workers, and all private practice professionals seeking creative ways to attract new clients and build their businesses.
Book Synopsis The Ultimate Financial Advisor by : Bryan Sweet
Download or read book The Ultimate Financial Advisor written by Bryan Sweet and published by . This book was released on 2021-05-18 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Have you dreamt of becoming the Ultimate Financial Advisor but don't know where to start? This book by Bryan Sweet, Brittany Anderson & Draye Redfern reveals the 12 pillars that are necessary to set you up for success and help you grow your financial advisory business exponentially. Not only will you uncover the strategies, marketing, systems needed to be successful, but you will also learn how to build your dream team along with the step-by-step path to actually implement all of your best ideas into your practice to reach your ultimate goals as a financial advisor.
Book Synopsis The Advisor Breakthrough by : Shawn Sparks
Download or read book The Advisor Breakthrough written by Shawn Sparks and published by . This book was released on 2016-12-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: In The Advisor Breakthrough, financial marketing expert Shawn Sparks shares the step-by-step principles for developing the ultimate financial advisory practice. Based on the lessons Shawn has learned from working with the country's top financial advisors over the past ten years, you will discover many of the most important top 1 percent advisor lessons. A few highlights include: Key methods of Marketing so you can attract the right people, and repel the wrong ones How to gain highly qualified and profitable referrals from your ideal clients A 6 point sales process that insures you will get the right prospects to become clients How to build an incredible team to help you scale your business to the highest level Learn about the Advisor curse and how to overcome it so you can get more done in less time The Advisor Breakthrough delivers a comprehensive plan for creating marketing, sales, and operations tactics that will help any financial advisor turn a business that owns them into a successful, sustainable one they love. Now is the time to run a business that truly supports the lifestyle you desire and allows you to reach your full potential.
Book Synopsis What I Learned Losing a Million Dollars by : Jim Paul
Download or read book What I Learned Losing a Million Dollars written by Jim Paul and published by Columbia University Press. This book was released on 2013-05-21 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: Jim Paul's meteoric rise took him from a small town in Northern Kentucky to governor of the Chicago Mercantile Exchange, yet he lost it all--his fortune, his reputation, and his job--in one fatal attack of excessive economic hubris. In this honest, frank analysis, Paul and Brendan Moynihan revisit the events that led to Paul's disastrous decision and examine the psychological factors behind bad financial practices in several economic sectors. This book--winner of a 2014 Axiom Business Book award gold medal--begins with the unbroken string of successes that helped Paul achieve a jet-setting lifestyle and land a key spot with the Chicago Mercantile Exchange. It then describes the circumstances leading up to Paul's $1.6 million loss and the essential lessons he learned from it--primarily that, although there are as many ways to make money in the markets as there are people participating in them, all losses come from the same few sources. Investors lose money in the markets either because of errors in their analysis or because of psychological barriers preventing the application of analysis. While all analytical methods have some validity and make allowances for instances in which they do not work, psychological factors can keep an investor in a losing position, causing him to abandon one method for another in order to rationalize the decisions already made. Paul and Moynihan's cautionary tale includes strategies for avoiding loss tied to a simple framework for understanding, accepting, and dodging the dangers of investing, trading, and speculating.
Book Synopsis The White Coat Investor by : James M. Dahle
Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Book Synopsis Storyselling for Financial Advisors by : Scott West
Download or read book Storyselling for Financial Advisors written by Scott West and published by Kaplan Trade. This book was released on 2000-01-12 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.
Book Synopsis Delivering Massive Value by : Matthew Jarvis
Download or read book Delivering Massive Value written by Matthew Jarvis and published by Perfect Ria, LLC. This book was released on 2022-11-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: If all the practice consultants and marketing experts have such great ideas to share, why aren't they using them to run their own successful practices? Finally, a book that offers not just ideas but proven strategies for transforming any financial practice into a highly effective value-delivering machine. Practicing financial advisor Matthew Jarvis uses these exact strategies to run his own wildly successful investment firm. Delivering Massive Value outlines a system you can actually replicate to increase your business's efficiency, attract more A-level clients, and build the practice of your dreams. You'll find: Client scripts your team can use today The trials and tribulations of Jarvis' rise to success Simple but powerful ways to consistently offer your clients more value (while taking more vacations) Everything the "investment gurus" won't tell you about what really works Running a top-class investment practice doesn't mean playing the stock market, it means working with a winning system. Say goodbye to underwhelming accounts, after-hours appointments, and endless frustration-with Delivering Massive Value, you'll learn a reliable system that will help you deliver more value to your clients than you ever thought possible.
Book Synopsis Success as a Financial Advisor For Dummies by : Ivan M. Illan
Download or read book Success as a Financial Advisor For Dummies written by Ivan M. Illan and published by John Wiley & Sons. This book was released on 2018-11-13 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.
