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The Million-Dollar Financial Services Practice
- A Proven System for Becoming a Top Producer
- Narrated by: Kevin Stillwell
- Length: 12 hrs and 29 mins
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Publisher's summary
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 listeners build a successful and lucrative practice. Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows listeners how to take their financial services practice to the million-dollar level and beyond.
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What listeners say about The Million-Dollar Financial Services Practice
Average customer ratingsReviews - Please select the tabs below to change the source of reviews.
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- Shane Micheel
- 08-06-18
Great for new advisors
Dave nails it one backing into the numbers required to get this business off the ground. It was nice to have an understanding of what to expect when going into the business as this was a required read by one of my mentors. It was a great start in the right sirection
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- Amazon Customer
- 06-12-21
downloaded not expecting much
oh boy was this worth it. I'm not in the financial advising industry but this has amazing ideas and the how to around client protecting and building your professional network. this book would provide value to anyone who is in consulting.
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1 person found this helpful
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- Chris Johnson
- 11-20-17
One of the best audible books so far
As a small business owner, this book was one of the best I've listened to so far. Deep insights and strategies on how to build a million dollar business.
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- Willert
- 11-21-15
Great Framework
Step by step process for to building a massive practice. I listen to specific chapters and work at implementing the strategy.
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3 people found this helpful
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- Dev Nandlal
- 12-04-18
Great for financial service beginners and veterans
this book helps with who, how and where to look to begin or expand your business in the financial industry.
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- Lamont C. Johnson
- 10-28-21
Nothing Left For Thought
This book gives tremendous insight and actionable steps to scale a successful financial practice. Tremendous value for those who implement the strategies given.
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- David
- 01-26-24
So Practical
Many books claim to offer a practical approach to whatever their topic is, but this is one of the few that actually does. It is filled with actionable advice and step-by-step, scripts for building a financial advising practice.
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- Amazon Customer
- 02-20-24
good stuff
great information topical helping redefine how I approach providing services. I look forward to implementing the changes.
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- ABR2
- 06-04-16
Good Producer Book
Any additional comments?
The audio version always refers to the attached PDF but when you actually print it there is very little of the data promised.
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5 people found this helpful
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- Ken Osborn
- 08-31-19
Good stuff.
A good book. Motivating and encouraging.
I would recommend to the advisor who wants to excel in this business.
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