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Publisher's Summary

In The Million-Dollar Financial Services Practice, author David J. Mullen, Jr., reveals how to become a top-producing financial advisor using the method he has taught at Merrill Lynch and is famous for in the industry. This comprehensive book combines marketing, prospecting, sales, and time-management techniques into a system that will help listeners build a successful and lucrative practice. Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows listeners how to take their financial services practice to the million-dollar level and beyond.

PLEASE NOTE: When you purchase this title, the accompanying reference material will be available in your My Library section along with the audio.

©2013 David J. Mullen, Jr. (P)2014 Audible, Inc.

What listeners say about The Million-Dollar Financial Services Practice

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accurate

this book, along with a benchmarking report and a financial planning text book, form the basis of my practice. After 2 years of following the principles in this book, I've built a $300k p.a. practice and am well on my way to a $1M within 5 years.

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  • Alton B. Raney II
  • 04-06-2016

Good Producer Book

Any additional comments?

The audio version always refers to the attached PDF but when you actually print it there is very little of the data promised.

3 people found this helpful

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  • Willert
  • 21-11-2015

Great Framework

Step by step process for to building a massive practice. I listen to specific chapters and work at implementing the strategy.

3 people found this helpful

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  • Amazon Customer
  • 12-06-2021

downloaded not expecting much

oh boy was this worth it. I'm not in the financial advising industry but this has amazing ideas and the how to around client protecting and building your professional network. this book would provide value to anyone who is in consulting.

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  • Yew
  • 15-10-2020

Great introduction to the world of financial services to newbie

There nothing much left here for the experienced. Nonetheless a good book for the newbies

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  • Ken Osborn
  • 31-08-2019

Good stuff.

A good book. Motivating and encouraging.

I would recommend to the advisor who wants to excel in this business.

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  • Dev Nandlal
  • 04-12-2018

Great for financial service beginners and veterans

this book helps with who, how and where to look to begin or expand your business in the financial industry.

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  • Shane Micheel
  • 06-08-2018

Great for new advisors

Dave nails it one backing into the numbers required to get this business off the ground. It was nice to have an understanding of what to expect when going into the business as this was a required read by one of my mentors. It was a great start in the right sirection

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  • Chris Johnson
  • 20-11-2017

One of the best audible books so far

As a small business owner, this book was one of the best I've listened to so far. Deep insights and strategies on how to build a million dollar business.

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