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20171111234749.0 |
| 008 |
080117s2008 nyu o 001 0 eng d |
| 020 |
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|a 9780814409688
|q (electronic bk.)
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| 020 |
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|a 0814409687
|q (electronic bk.)
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|a 1281128201
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|a 9781281128201
|q (Cloth)
|z 0814480527
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|a N$T
|b eng
|e pn
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| 050 |
|
4 |
|a HG179.5
|b .M85 2008eb
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| 100 |
1 |
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|a Mullen, David J.,
|c Jr.
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| 245 |
1 |
4 |
|a The million-dollar financial services practice :
|b a proven system for becoming a top producer /
|c David J. Mullen, Jr.
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| 260 |
|
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|a New York :
|b AMACOM,
|c ©2008.
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| 300 |
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|a 1 online resource (vii, 344 pages)
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| 500 |
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|a Includes index.
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| 505 |
0 |
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|a 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.
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| 650 |
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0 |
|a Financial planners.
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| 650 |
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|a Financial services industry.
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| 650 |
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|a Investment advisors.
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| 650 |
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7 |
|a BUSINESS & ECONOMICS
|x Finance.
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| 650 |
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7 |
|a Financial planners.
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| 650 |
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7 |
|a Financial services industry.
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| 856 |
4 |
0 |
|a Investment advisors.
|u http://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=211011
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| 952 |
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|a CY-NiOUC
|b 5a04675b6c5ad14ac1ef097e
|c 998a
|d 945l
|e -
|t 1
|x m
|z Books
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