"Ineffective habits of financial advisors is based on a 15-year consulting program that Steve Moore has led for financial advisors. It details techniques for business analysis, elements of a strategic vision, characteristics of exceptional client service and strategies for acquiring high net worth clients. These are the factors which allow advisors to transform their business into an elite practice. Told through the story of "Jack," an advisor who represents your average financial advisor, each chapter begins with an ...
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"Ineffective habits of financial advisors is based on a 15-year consulting program that Steve Moore has led for financial advisors. It details techniques for business analysis, elements of a strategic vision, characteristics of exceptional client service and strategies for acquiring high net worth clients. These are the factors which allow advisors to transform their business into an elite practice. Told through the story of "Jack," an advisor who represents your average financial advisor, each chapter begins with an ineffective habit: a focus on quantity over quality or using the "rainmaker approach" instead of a "team approach." Each bad habit is countered with a new disciple to improve business results and add value. For example, in chapter seven, Moore details a strategy of cold calling new prospects as a bad habit and describes a system of working through current clients to form new relationships and partners as the good habit. He then offers step-by-step advice as to how to begin this networking effect. Throughout each chapter, Moore includes anecdotes collected through both personal experience and stories he's heard from clients and colleagues, as well as question and answer segments, examples, and homework assignments."--
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Seller's Description:
Good. Shows minimal wear such as frayed or folded edges, minor rips and tears, and/or slightly worn binding. May have stickers and/or contain inscription on title page. No observed missing pages. Some foxing and/or discoloration around edges. Contains highlighting and/or writing within main pages.
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Seller's Description:
Fine. Sewn binding. Paper over boards. With dust jacket. 256 p. Contains: Unspecified, Tables, black & white, Figures. In Stock. 100% Money Back Guarantee. Brand New, Perfect Condition, allow 4-14 business days for standard shipping. To Alaska, Hawaii, U.S. protectorate, P.O. box, and APO/FPO addresses allow 4-28 business days for Standard shipping. No expedited shipping. All orders placed with expedited shipping will be cancelled. Over 3, 000, 000 happy customers.
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Seller's Description:
New. Sewn binding. Paper over boards. With dust jacket. 256 p. Contains: Unspecified, Tables, black & white, Figures. In Stock. 100% Money Back Guarantee. Brand New, Perfect Condition, allow 4-14 business days for standard shipping. To Alaska, Hawaii, U.S. protectorate, P.O. box, and APO/FPO addresses allow 4-28 business days for Standard shipping. No expedited shipping. All orders placed with expedited shipping will be cancelled. Over 3, 000, 000 happy customers.
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Seller's Description:
PLEASE NOTE, WE DO NOT SHIP TO DENMARK. New Book. Shipped from UK in 4 to 14 days. Established seller since 2000. Please note we cannot offer an expedited shipping service from the UK.
