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The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer

The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer

The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer

Other books have claimed to help readers build a lucrative financial services practice…but it was “The Million-Dollar Financial Services Practice” that provided ambitious financial advisors with a step-by-step, tactical process proven to work. The second edition is updated throughout and contains new strategies for acquiring affluent clients and assets by providing Wealth Management services, using social media and “Alumni Marketing,” targeting successful realtors as clients, and much more. Us

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3 Responses to “The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer”

  1. Michael R. Long says:
    1 of 1 people found the following review helpful
    5.0 out of 5 stars
    Blueprint for Success, January 30, 2013
    By 
    Michael R. Long (Sterling, virginia United States) –

    Amazon Verified Purchase(What’s this?)

    This is an excellent read for any advisor in the financial services industry. Dave added several new topics that can be implemented quickly. He has access to the best and brightest of the industry who are thankfully willing to share their ideas. Dave has laid out several action plans for creating a very efficient practice. The book is well organized and can used as a reference manual for taking your business to the next level. I found his chapters on the Value Proposition as well as pricing to be extremely helpful.

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  2. Anonymous says:
    2.0 out of 5 stars
    Pratical book for someone looking to build a million dollar practice., November 3, 2013
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    Amazon Verified Purchase(What’s this?)
    This review is from: The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer (Hardcover)

    Very fundamental…A good reminder of what we need to do daily. It has some good tips and scripts to use.

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  3. Anonymous says:
    5.0 out of 5 stars
    the #1 source for financial advisors, October 19, 2013
    Amazon Verified Purchase(What’s this?)

    Every successful executive knows the importance of honing a good process. This books provides specific processes, time management and proven techniques to grow your book of business. It should be required reading for new advisors and any advisor/RIA looking to bring their business to the next level.

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