Today I want to go into The Million Dollar Financial Services Practice.
So, you are a new financial advisor, or an existing one that’s trying to get off a plateau. What do you do?
Well the first thing you should do is buy The Million Dollar Financial Services Practice
As for our ongoing star ratings I’m going to give this a 4 star rating.
For the good: This book tackles everything you’ll need to know about what you should focus on to get to your goals. It’s broken up into sections so that even a senior rep that wants to explode their business will know where to begin. This book is phenomenal in that it breaks down all the steps and numbers you will need to his and by when to get to your goal. It doesn’t paint an easy picture, but if you are in the financial biz you already know that it’s one of the hardest businesses to get going!
FOR SENIOR REPS: Take a look at this book. If you have an established practice and are stuck in the 400k-600k production range, this book will give you exact steps to boost your business and take it over the one million mark!! You have the foundation laid, this book will show you exactly what you are missing and why you haven’t got over that point.
For the Bad: The only downside that I can give this book is on the scripts. It has some scripts that they say work and have used in the past. In this biz, the past is dead. No call lists and easy access to financial transactions via the internet have made some of these obsolete. You will need to adjust the scripts to make them work. For the record, the scripts aren’t terrible, they just don’t produce interest the way I would hope for. If you use them, plan on fighting discouragement.
All in all, a great book on building your financial services business.
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