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

Author: Steve Moore
Hardcover
Language: English
Length: 229 Pages
Publisher: WILEY
Rs. 2307 17% Off
Rs. 1910
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Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): By Steve Moore
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Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): (Hardcover) Price: Rs.1910

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.

About the Author

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

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

Contributors
Author Steve Moore
Book Details
Publisher WILEY
Publication Year 2010
ISBN-13 9780470910320
ISBN-10 0470910321
Language English
Binding Hardcover
Number of Pages 229 Pages
Dimensions
Width 006.40 inch
Height 000.92 inch
Weight 454 g
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    Book: Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): by Steve Moore
    ISBN Number: 0470910321, 9780470910320, 978-0470910320

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