The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer

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The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer
by David J. Mullen Jr.
from AMACOM

Customer Reviews:

• Avg. Customer Rating: 5.0 / 5.0

• This is a great getting started manual for new financial advisors
  Just recently licensed, I was searching for a book to help me get started, since I will be working as an independent financial adviser. Ordered this book because of the high reviews and I have to say this book did not let me down. It was better than I expected. This book breaks down exactly what you need to do, step by step, to grow a million dollar practice. My favorite chapters were the first (Overview) and the third (The numbers you need to succeed).
  The Overview basically tells you what to expect,... more info

• Awesome Marketing and Business Plan handbook for Financial Advisors
  This is a very good, practical guide, on how to become a million dollar producer. The book is straightforward and full of practical information that anyone can immediately put to use.
  The author is a former regional manager at Merrill Lynch and refined his system over many years of working with top producers at the firm. New advisors and those looking for a significant jump in productivity would be well advised to adopt the book as their business plan.
  I use the book and have worked with draft... more info

• Great help for the beginning financial advisor
  As I begin my own financial services practice I find this book to be very helpful in two areas.
  1. The author gets at motivation first. We need to ask the WHY of what we are doing. We need to answer that question in our own lives if we are to be successful. Set goals and then work to achieve those goals. It begins with the reasons we are in this business.
  2. Practical steps. The author takes the reader through very practical steps of time management, and even lays out some very basic marketing... more info

• Specific and practical
  David Mullen's main theme is a variation of Thomas Edison's oft-repeated words that "genius is 10% inspiration and 90% perspiration." Although his book is repetitive and circular, he adds a little more information each time he loops back to an idea. Aspiring brokers will find the effort of following Mullen's train of thought worthwhile: He provides scripts and sample letters, and describes helpful techniques for handling rejection, communicating with prospects and closing sales. He includes information... more info

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