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Mentioned in 1 episodes
The Million-Dollar Financial Services Practice
Book • 2007
The Million-Dollar Financial Services Practice provides ambitious financial advisors with a tactical process to reach the million-dollar level.
It includes strategies for acquiring affluent clients, using social media and 'Alumni Marketing,' and targeting successful realtors.
The book offers templates, scripts, and Market Action Plans to help advisors build relationships and increase client services.
It includes strategies for acquiring affluent clients, using social media and 'Alumni Marketing,' and targeting successful realtors.
The book offers templates, scripts, and Market Action Plans to help advisors build relationships and increase client services.
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Mentioned in 1 episodes
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as the author of three best-selling books based on his experience at Merrill Lynch.

Mindy Diamond

22 snips
What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies