Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)
A Framework for Avoiding the Mistakes Everyone Else Makes
Buch in deiner Nähe kaufen
Beschreibung
A how to guide to avoiding the mistakes ineffective financialadvisors most often make
Based on a 15-year consulting program that author Steve Moorehas led for financial advisors, Ineffective Habits of FinancialAdvisors (and the Disciplines to Break Them): A Framework forAvoiding the Mistakes Everyone Else Makes details proventechniques which allow advisors to transform their business into anelite practice: business analysis, strategic vision, exceptionalclient service, and acquiring high net worth clients. Told throughthe story of a purely fictional and completely average financialadvisor, each chapter begins with an ineffective habit that is thencountered with a discipline that improves business results and addsvalue. The book
* Details a step-by-step strategy for working through currentclients, rather than relying on cold calling to form newrelationships
* Includes anecdotes collected through both personal experienceand stories relayed to him by clients and colleagues
* Provides question and answer segments, examples, and homeworkassignments
Ineffective Habits of Financial Advisors (and the Disciplinesto Break Them shows you how to deliver exceptional servicewhile generating higher revenue per client.
Autor*in
Steve Moore
Themen in »Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)«
Finance & Investments Finance & Investments Special Topics Finanz- u. Anlagewesen Finanzwesen Spezialthemen Finanz- u. Anlagewesen