The million-dollar financial services practice : a proven system for becoming a top producer /
| Main Author: | |
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| Format: | Book |
| Language: | English |
| Published: |
New York :
AMACOM,
©2008.
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| Subjects: | |
| Online Access: | http://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=211011 |
Table of Contents:
- 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.