TY  - BOOK
AU  - Mullen,David J.
TI  - The million-dollar financial services practice: a proven system for becoming a top producer 
SN  - 9780814480526 (hbk.)
U1  - 332 
PY  - 2008///
CY  - New York
PB  - American Management Association
KW  - Financial planners
KW  - Financial services industry
KW  - Investment advisors
N1  - Includes index; Acknowledgments -- Pt. 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 -- Pt. 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 -- Pt. 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
ER  -