Product Information
A how to guide to avoiding the mistakes ineffective financial advisors most often make 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.Product Identifiers
PublisherJohn Wiley & Sons INC International Concepts
ISBN-139780470910320
eBay Product ID (ePID)92942841
Product Key Features
Number of Pages256 Pages
Publication NameIneffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes
LanguageEnglish
SubjectFinance, Business
Publication Year2010
TypeTextbook
AuthorSteve Moore, Gary Brooks
FormatHardcover
Dimensions
Item Height237 mm
Item Weight524 g
Additional Product Features
Country/Region of ManufactureUnited States
Title_AuthorGary Brooks, Steve Moore