The Million-Dollar Financial Services Practice

In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr., shows you how to become a top-producing financial advisor. This comprehensive book combines marketing, prospecting, sales, and time management techniques into a system that will help you build a successful and lucrative practice. Mullen reveals valuable techniques for overcoming the obstacles of turning personal contacts into potential clients, how best to capitalize on your personal experience and past contacts, ways to work through real estate agents and builders to get access to affluent investors, and much more. Filled with hard-won, real-world advice and immediately usable tools, this indispensable guide shows you how to take your financial services practice to the million-dollar level and beyond. Book jacket.

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 adopted by many managers and advisors firm-wide.