Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes - Hardcover

Reseña del editor

A how to guide to avoiding the mistakes ineffective financial advisors most often makeBased 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 assignmentsIneffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.

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PRAISE FOR IN EFFECTIVE HABITS OF FINANCIAL ADVISORS

(AND THE DISCIPLINES TO BREAK THEM)

"When Steve Moore talks about exceptional client experiences, his passion and purpose are inspiring. This engaging book provides a comprehensive playbook for a process that consistently delivers measurable results. Whether you're starting in the investment business or trying to take your practice to the next level, you have to read this book."
—CLIFF RUSSELL, Vice President, Investment Advisor, TD Waterhouse Private Client Services, Saskatoon, Saskatchewan, Canada

"I was angry with Steve the first day I met him because he made me confront the way I'd been doing things for fifteen years. Six years later, I can say it was exactly what I needed. Steve's insight and guidance have transformed the lives of my clients, family, and team. I will be forever grateful to Steve and the insight he offers in this transformational book."
—KEITH P. SPENGEL, CLU, CLTC, Wealth Management Advisor, Spengel Financial, Chicago, Illinois, USA

"My company, The Savant Group, reached the billion dollar milestone on 9/30/2007, thanks in part to the tough advice Steve Moore provided us over the years. There are no excuses with Steve. He tells it like it is and, if you do what he says, amazingly the results come. Change is difficult for everyone, but based on Steve's commonsense approach, we found it necessary to get out of our 'comfort zone' and do the things he recommended. You should follow his advice; I pity you if you don't."
—TOM BURKHART, founder and CEO, The Savant Group, San Francisco, California, USA

"Working with Steve Moore over the last decade has created a fundamental shift, and improvement, in the way we do business. This book distills the wisdom Steve has gained from football, some 750+ consulting clients, and life into actionable steps that will improve your results—however you choose to define those results. Steve's clients get results. If you cannot hire him, read this book, follow its guidance, and you will achieve more—of whatever it is you want—than if you go it alone. To me, most business books have one or two good ideas stretched into book length. There is no wasted space here; the reader simply must respond to every idea, practice, and concept. If you disagree with what Steve says, you'd better be thinking deeply of the reasons why you don't want to follow his precepts."
—RUSSELL T. HILL, President/CEO , Halbert Hargrove, Fiduciary Investment Management, Long Beach, California, USA