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    Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes
    Unavailable
    Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes
    Unavailable
    Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes
    Ebook388 pages4 hours

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

    By Steve Moore and Gary Brooks

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    Currently unavailable

    About this ebook

    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.

    LanguageEnglish
    PublisherWiley
    Release dateOct 5, 2010
    ISBN9780470930144
    Unavailable
    Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes
    Author

    Steve Moore

    Steve Moore is the creator of the syndicated comic In the Bleachers and a producer of animated feature films, including Open Season. He lives in Idaho with his three children, a dog, a parrot, and a snake named Tina Fey.

    Read more from Steve Moore

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