Ineffective habits of financial advisors (and the disciplines to break them) : a framework for avoiding the mistakes everyone

Ineffective habits of financial advisors (and the disciplines to break them) : a framework for avoiding the mistakes everyone

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LF/165692/R
Английский
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A how to guide to avoiding the mistakes ineffective financial advisors most often makeBased 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 Makesdetails 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 bookDetails a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationshipsIncludes anecdotes collected through both personal experience and stories relayed to him by clients and colleaguesProvides question and answer segments, examples, and homework assignmentsIneffective Habits of Financial Advisors (and the Disciplines to Break Themshows you how to deliver exceptional service while generating higher revenue per client.
LF/165692/R

Характеристики

ФИО Автора
Brooks
Gary
Moore
Steve
Язык
Английский
ISBN
9780470910320
Дата выхода
2011

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Ineffective habits of financial advisors (and the disciplines to break them) : a framework for avoiding the mistakes everyone

A how to guide to avoiding the mistakes ineffective financial advisors most often makeBased on a 15-year consulting program that author Steve Moore has led f...

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