Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)
eBook - ePub

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

A Framework for Avoiding the Mistakes Everyone Else Makes

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eBook - ePub

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

A Framework for Avoiding the Mistakes Everyone Else Makes

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Table of contents
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About This Book

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.

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Yes, you can access Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) by Steve Moore, Gary Brooks in PDF and/or ePUB format, as well as other popular books in Personal Development & Personal Finance. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Wiley
Year
2010
ISBN
9780470930144
Edition
1
Topic
Personal Development
Subtopic
Personal Finance

Table of contents

  1. Cover
  2. Title Page
  3. Copyright
  4. Dedication
  5. Foreword
  6. Introduction: Setting the Stage
  7. Acknowledgments
  8. Chapter 1: Stop Living Their Dream and Start Living Your Dream
  9. Chapter 2: Stop Focusing on Quantity of Clients and Start Focusing on Quality of Clients
  10. Chapter 3: Stop Hoarding Unprofitable Clients and Start Disengaging Unprofitable Clients
  11. Chapter 4: Stop Providing Only Investment Advice and Start Providing Wealth Management Advice
  12. Chapter 5: Stop Delivering Only Investment Reviews and Start Delivering WOW Wealth Management Reviews
  13. Chapter 6: Stop the Rainmaker Approach and Start the Team Approach
  14. Chapter 7: Stop Selling to Prospects and Start Selling through Clients
  15. Chapter 8: Jack's Awakening: An Elite Wealth Management Company
  16. Bibliography
  17. About the Authors
  18. Index