35 Steps to a Multi-Million Dollar Practice PDF Download

Author: Diederik Gelderman
Publisher:
ISBN: 9780980450606
Category :
Languages : en
Pages :

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Author: David J. Mullen (Jr.)
Publisher: Amacom
ISBN: 0814431739
Category : Business & Economics
Languages : en
Pages : 354

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Book Description
Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.

Author: Honey Parker
Publisher: Morgan James Publishing
ISBN: 161448273X
Category : Business & Economics
Languages : en
Pages : 167

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Two advertising veterans explain the myths about branding—and how even the smallest businesses can benefit by defining themselves to their customers. Branding may be the single most misunderstood concept in marketing. It’s not only for big businesses with big bucks. It’s not about a logo, a color, a font, or a type of advertising. Branding is defining a company’s image in such a way that the customer is left with a single feeling about that business and what they do. Branding is about finding a business’s juicy center. Even small businesses on shoestring budgets and sole practitioners can learn the principles of good branding—an effort that encompasses not just messaging, but multiple day-to-day decisions that shape and build your customers’ perceptions and emotions. With numerous real-life examples and the expertise that comes only from experience, this book guides you to a new way of thinking about your business, and the kind of wisdom that no amount of money can buy.

Author: David J. Mullen, Jr.
Publisher: AMACOM
ISBN: 0814439217
Category : Business & Economics
Languages : en
Pages : 305

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Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.

Author: David J. Mullen (Jr.)
Publisher: AMACOM Div American Mgmt Assn
ISBN: 0814414729
Category : Business & Economics
Languages : en
Pages : 290

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Book Description
The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Author:
Publisher:
ISBN:
Category :
Languages : en
Pages : 280

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Author: Alan Weiss
Publisher: McGraw Hill Professional
ISBN: 9780071626194
Category : Business & Economics
Languages : en
Pages : 400

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The Long-Awaited Update for Building a Thriving Consultancy Completely updated for today’s busier-than-ever consultants, this classic guide covers the ins and outs for competing and winning in this ultracompetitive field. You’ll find step-by-step advice on how to raise capital, attract clients, create a marketing plan, and grow your business into a $1 million-per-year firm, plus brand-new material on: Blogging and social networking Global consulting Delegating labor Profiting in a troubled market Retainer business Internet marketing Praise for the previous editions of Million Dollar Consulting: “If you’re interested in becoming a rich consultant, this book is a must read.” Robert F. Mager, founder and president, Mager Associates, and member of the Training & Development Hall of Fame “Blast out of the per diem trap and into value billing.” Jim Kennedy, founder, publisher, and editor, Consultants News “The advice on developing price structure alone is worth a hundred times the price of the book.” William C. Byham, Ph.D., author of Zapp! “Must reading for those who are beginning a practice or seeking to upgrade an existing practice.” Victor H. Vroom, John G. Searle Professor, School of Management, Yale University

Author: Mary Buffett
Publisher: Simon and Schuster
ISBN: 1982130342
Category : Business & Economics
Languages : en
Pages : 240

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Book Description
A clear, simple, and complete guide for beginning investors from bestselling author Mary Buffett and Sean Seah that explains Warren Buffett’s techniques of Value Investing and his proven strategies to ensure long-term success. For twelve years, Mary Buffett was part of the Buffett inner circle. During that time, she studied Warren’s investment strategies and techniques and observed his habits. Now, in 7 Secrets to Investing Like Warren Buffett, Mary and Sean Seah provide a complete guide for beginning investors who want to understand how to invest like Warren Buffett. Mary and Sean walk readers through the process of assessing and buying stocks step-by-step. Their friendly and direct style and concrete examples make it easy to understand how to avoid common pitfalls and prosper in the stock market. The first section of the book discusses habits to adopt to begin a lifelong journey of wealth building. The second section examines specific stock-picking techniques inspired by Buffett’s teacher Benjamin Graham and that are vastly different from the common Wall Street wisdom of trying to time the market. The authors look at timeless principles as well as latest ideas on where to find great investment ideas, and they share the specific financial indicators they look for in a good investment. Finally, Mary and Sean explain how to build and track a portfolio of stocks. From learning how to read financial statements to preparing both personal and professional balance sheets, 7 Secrets to Investing Like Warren Buffett is a must-have companion for every investor. Simple questionnaires, charts, and graphs help illustrate specific strategies. The authors’ personal stories provide a clear explanation of the theory behind Value Investing, as well as advice for developing the necessary “soft skills”—habits, mindset, loving what you do, taking care of your mind and body—that have made Warren Buffett and many others so successful.

Author: P. Palaveev
Publisher: John Wiley & Sons
ISBN: 1118209540
Category : Business & Economics
Languages : en
Pages : 247

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Book Description
A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations Why do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets? The answer, according to industry consultant and researcher, P. Palaveev, is that the most successful firms are those which, create and promote a team-based service model that serves as the foundation of their enterprise. Find out how and why a team-based service model can play a decisive role in the future growth and sustained success of your wealth management firm Discover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employ Profit from the author's years of experience working with the world's top wealth management firms and the data he has compiled as a pre-eminent industry researcher Learn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practice Get the lowdown on how the savviest traditional broker-dealer firms have formed dynamic ensemble teams within their organizations and learn of the results they've achieved

Author: David M. Yousem
Publisher: Elsevier Health Sciences
ISBN: 0323044522
Category : Medical
Languages : en
Pages : 544

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Book Description
To succeed in radiology, you not only need to be able to interpret diagnostic images accurately and efficiently; you also need to make wise decisions about managing your practice at every level. Whether you work in a private, group, hospital, and/or university setting, this practical resource delivers the real-world advice you need to effectively navigate day-to-day financial decisions, equipment and computer systems choices, and interactions with your partners and staff. Equips you to make the best possible decisions on assessing your equipment needs · dealing with manufacturers · purchasing versus leasing · and anticipating maintenance costs and depreciation. Helps you to identify your most appropriate options for picture archiving systems and radiology information systems · security issues · high-speed lines · storage issues · workstation assessments · and paperless filmless flow. Offers advice on dealing with departments/clinicians who wish to perform radiological procedures and provides strategies for win-win compromises, drawing the line, inpatient-versus-outpatient considerations, cost and revenue sharing, and more.