Screen LibraryThe million-dollar financial services practice：a proven system for becoming a top producer
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| Main Authors: | |
|---|---|
| Published: |
AMACOM,
|
| Publisher Address: | New York |
| Publication Dates: | c2008. |
| Literature type: | Book |
| Language: | English |
| Subjects: | |
| Carrier Form: | vii, 344 p.: ; 24 cm. |
| ISBN: |
9780814480526 (hbk.) 0814480527 (hbk.) |
| Index Number: | F830 |
| CLC: |
F830.59 F830 |
| Call Number: | F830/M958 |
| Contents: |
Includes index. Acknowledgments -- PART 1. THE FOUNDATION. Overview -- Motivation -- The numbers you need to succeed -- Niche marketing -- Getting the appointment -- The appointment -- Turning prospects into clients -- The wealth-management process for new advisors -- Time management for new financial advisors -- PART 2. TAKING IT TO THE NEXT LEVEL: BUILDING A MILLION-DOLLAR PRACTICE. Balancing clients and prospects -- Getting more assets from existing clients -- Leveraging clients to get new ones -- Expanding the client relationship -- Your natural market -- Client retention -- Time management and the client associate -- Teams -- What millionaires need -- Beyond a million-dollar practice -- PART 3. MARKET ACTION PLANS. Seminars -- Event marketing -- Networking -- Past experience and personal contacts -- Adopt a town -- Business owners -- Professionals: medical, legal, and sales -- Executives -- Influencers -- Diverse markets: women, Hispanics, and Asians -- Retirement plans -- Retirees -- Money in motion -- Mortgages -- Nonprofits -- Appendix: Resources -- Index. |