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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.

Mentioned by

Mentioned in 1 episodes

Mentioned by
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Mindy Diamond
as the author of three best-selling books based on his experience at Merrill Lynch.
22 snips
What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies

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