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

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

by Steve Moore
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Availability:In StockContributor:Steve Moore, Gary Brooks (With)Publish date:2010-11-09Pages:256
Language:EnglishPublisher:WileyISBN-13:9780470910320ISBN-10:470910321UPC:9780470910320Book Category:Business & EconomicsBook Subcategory:Personal Finance, Investments & SecuritiesBook Topic:Money ManagementSize:9.22 x 6.36 x 0.90 inchesWeight:0.9612Product ID:SCKBC0DAA7
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.

Language:EnglishPublisher:WileyISBN-13:9780470910320ISBN-10:470910321UPC:9780470910320Book Category:Business & EconomicsBook Subcategory:Personal Finance, Investments & SecuritiesBook Topic:Money ManagementSize:9.22 x 6.36 x 0.90 inchesWeight:0.9612Product ID:SCKBC0DAA7

STEVE MOORE is a leading management consultant, mentor, and coach. Moore developed High Speed Strategic Planning, a year-long coaching program for advisors, which has helped more than 750 wealth management teams achieve their business goals. Moore's strategic planning expertise began as a football coach. He spent more than a decade in the NFL (Buffalo Bills, Seattle Seahawks, and Los Angeles Rams). He also has significant strategic consulting experience with Microsoft, Toyota, and many other prominent companies. Steve is the former managing director and chief operating officer of the Pacific Institute, an international corporation specializing in performance improvement, professional growth, change management, and leadership development. He holds a masters in education from Seattle University.

GARY BROOKS, CFP(R), is the President of Brooks, Hughes & Jones, a Registered Investment Adviser, and a financial columnist for The News Tribune in Tacoma, Washington.

Publisher: Wiley

Contributor(s)

Steve Moore, Gary Brooks (With)

Author

Steve Moore

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