Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else MakesISBN: 978-0-470-91032-0
Hardcover
256 pages
November 2010
This is a Print-on-Demand title. It will be printed specifically to fill your order. Please allow an additional 15-20 days delivery time. The book is not returnable.
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Based on a 15-year consulting program that author Steve Moore
has led for financial advisors, Ineffective Habits of Financial
Advisors (and the Disciplines to Break Them): A Framework for
Avoiding the Mistakes Everyone Else Makes details proven
techniques which allow advisors to transform their business into an
elite practice: business analysis, strategic vision, exceptional
client service, and acquiring high net worth clients. Told through
the story of a purely fictional and completely average financial
advisor, each chapter begins with an ineffective habit that is then
countered with a discipline that improves business results and adds
value. The book
- Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships
- Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues
- Provides question and answer segments, examples, and homework assignments
Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.