最 低 价：￥191.00
定 价：￥220.40
作 者：David J. Mullen Jr. 著 著
出 版 社：Oversea Publishing House
出版时间：2007-9-1
I S B N：9780814480526
| David J. Mullen, Jr. (Englewood, CO) recently retired as a Managing Director at Merrill Lynch, where he trained over 500 advisors. His advisor training program has had a consistent success rate of twice the industry average. His methods have been adopted by many managers and advisors firm-wide. |
| Acknowledgments Part I The Foundation 1. Overview 2. Motivation 3. The Numbers You Need to Succeed 4. Niche Marketing 5. Getting the Appointment 6. The Appointment 7. Turning Prospects Into Clients 8. The Wealth-Management Process for New Advisors 9. Time Management for New Financial Advisors Part 2 Taking It to the Next Level:Building a Million-Dollar Practice 10. Balancing Clients and Prospects 11. Getting More Assets from Existing Clients 12. Leveraging Clients to Get New Ones 13. Expanding the Client Relationship 14. Your Natural Market 15. Client Retention 16. Time Management and the Client Associate 17. Teams 18. What Millionaires Need 19. Beyond a Million-Dollar Practice Part 3 Market Action Plans 20. Seminars 21. Event Marketing 22. Networking 23. Past Experience and Personal Contacts 24. Adopt a Town 25. Business Owners 26. Professionals: Medical, Legal, and Sales 27. Executives 28. Influencers 29. Diverse Markets: Women, Hispanics, and Asians 30. Retirement Plans 31. Retirees 32. Money in Motion 33. Mortgages 34. Nonprofits Appendix Resources Index |
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