| | |  | Career Books | Home » » The Million-Dollar Financial Services Practice: A Proven System for Becoming a Top Producer | | | | | | | Description: | | 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 readers build a successful and lucrative practice. Containing templates, scripts, letters, and 15 tried-and-true Market Action Plans, this indispensable guide shows readers how to take their financial services practice to the million-dollar level and beyond. | | | Product Details: | | | Author:
| David J. Mullen Jr. | | Hardcover:
| 352 pages | | Publisher:
| AMACOM | | Publication Date:
| September 26, 2007 | | Language:
| English | | ISBN:
| 0814480527 | | Product Length:
| 9.08 inches | | Product Width:
| 6.42 inches | | Product Height:
| 1.26 inches | | Product Weight:
| 1.44 pounds | | Package Length:
| 8.9 inches | | Package Width:
| 6.2 inches | | Package Height:
| 1.3 inches | | Package Weight:
| 1.4 pounds | | Average Customer Rating:
|  based on 27 reviews |
| | | | Customer Reviews: | |
Average Customer Review:
 ( 27 customer reviews )
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Most Helpful Customer Reviews
46 of 51 found the following review helpful:
 I must have read a different book!Oct 12, 2009
By R. S. Balser
I must not have read the same book as the other reviewers or I did not work with Mr. Mullen. I ordered this book looking for great things after reading the other reviews. I was sadly disaapointed. This book could be summmed up on one page.
The what: have 20 years to chase people with at least $250,000 to invest in modern portfolio theory. The How: You accomplish this by contacting 100 prospects (people you have met and would be open to meeting with you again) at least twice a month. Once via a phone call, letter or email. Once via a drop by in person. Raise at least $120 million with an ROA of .8% and you have a $1 million dollar practice. His scripts are very different than the ones on his website and the 15 marketing plans are a joke. For example, Mr. Mullen states that 52% of the millionaires in the US are business owners and he spends 5 pages on a marketing plan with three of the pages scripts. Where is the detailed step by step plan.
Great promise, not much substance.
Save your money and DO NOT BUY THIS BOOK!!!! I would be curious why Mr. Mullen is retired and why Merrill Lynch would let him if he has worked and produced so many great advisors.
5 of 6 found the following review helpful:
 A tactical blueprint for successNov 27, 2007
By Robert Spicer
"EVP, Professional Manager"
Dave Mullen has spelled out a tactical blueprint for financial advisor success.
It does not matter whether you are at a wirehouse, a regional firm, a financial planner or an independent B/D-RIA; I believe the tactics described in this book will help any serious and motivated advisor increase their business.
I have many years of management experience and I found myself very impressed. I was highlighting and underlining important ideas that will help me grow my practice. This book has become a favorite reference book in my library. I recommend it to every level of FA in the business that wants to grow.
Robert Spicer
Executive Vice President
First Financial Equity Corporation
Former Area Manager and Executive Director, Morgan Stanley
4 of 5 found the following review helpful:
BooYah! Finally there's a credible roadmap.Jan 07, 2008
By Sophia M. Winter
I have been in the business for over 20 years and have continued to refine and grow my practice by applying successful techniques and processes aleady designed by other successful Advisors. This book by Dave Mullen is in a class of its own. Through the countless books, seminars and weekend training retreats that I have utilized to improve my practice..."The Million Dollar Financial Services Practice: A Proven System for Becoming a Top Producer" cuts to the heart of the matter and addresses "Doing the Right things everyday...providing clearity of vision, process and discipline." It's the "Best" I've ever read!
4 of 5 found the following review helpful:
Professional, useful, inspiring!!!Oct 30, 2007
By Caitlin J. Stypula
This book fills the void left by "sink or swim" training traditionally used by our financial advisory firms.
Dave's inspiring nature shines through in this text to make us Financial Advisors feel like anything is possible! He gives us the tools to play to our own strengths and capitalize on our own interests and contacts to build a quality wealth management practice. From scripts to bigger picture planning, this book not only inspires us to make changes in our business, but also gives us the tactical tools to do so. I would recommend this book to every Financial Advisor, including those of you at the beginning or somewhere out in the middle of your careers.
Read this book!! I believe it will give you hope and a plan for bringing your vision for your practice into reality.
1 of 1 found the following review helpful:
The Million Dollar Financial Services PracticeApr 20, 2010
By Curlin
"driven"
I am 28 years in the Financial Services busines and wish I had this book from the beginning of my career. My gross was $400K last year and I have been stuck at that level for some time. In my opinion this book gives the reader a precise roadmap to follow to build a successful financial services practice. I just hired a 26 year old rep and told him to read this book 4 times a year for the next 5 years, where he can recite it back and he will get very wealthy.
I have read "Tested in the Trenches" by Ron Carson and Steve Sanduski, which was good. I have read "Effortless Marketing for Financial Advisors" by Steve Moeller which I thought was even better. But if you only read AND FOLLOW one book in order to take your practice to the next level, THIS IS THE ONE!!!
See all 27 customer reviews on Amazon.com
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