Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) Hardback - 2010 - 1st Edition
by Steve Moore
- New
- Hardcover
Description
Standard delivery: 7 to 12 days
Details
- Title Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)
- Author Steve Moore
- Binding Hardback
- Edition number 1st
- Edition 1
- Condition New
- Pages 256
- Volumes 1
- Language ENG
- Publisher John Wiley & Sons, Mississauga, ON, Canada
- Date 2010-11-09
- Features Bibliography, Dust Cover, Index, Price on Product - Canadian, Table of Contents
- Bookseller's Inventory # ria9780470910320_inp
- ISBN 9780470910320 / 0470910321
- Weight 0.96 lbs (0.44 kg)
- Dimensions 9.22 x 6.36 x 0.9 in (23.42 x 16.15 x 2.29 cm)
- Library of Congress subjects Investments, Business consultants
- Library of Congress Catalog Number 2010027089
- Dewey Decimal Code 332.6
About Ria Christie Collections Greater London, United Kingdom
Hello We are professional online booksellers. We sell mostly new books and textbooks and we do our best to provide a competitive price. We are based in Greater London, UK. We pride ourselves by providing a good customer service throughout, shipping the items quickly and replying to customer queries promptly. Ria Christie Collections
30 day return guarantee, with full refund including original shipping costs for up to 30 days after delivery if an item arrives misdescribed or damaged.
From the rear cover
INEFFECTIVE HABITS OF FINANCIAL ADVISORS (AND THE DISCIPLINES TO BREAK THEM)
MANY OF THE SEEMINGLY harmless business habits that allow financial advisors to acquire enough clients to survive are, in reality, highly destructive to building a successful and satisfying business. Author, consultant, mentor, and former NFL coach Steve Moore knows why. In the past fifteen years, he's worked with more than 750 financial advisors, and, in the process, discovered the habits that most financial advisors make every day that ensure they remain average.
Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) tells the story of Jack, a fictional financial advisor with ineffective habits that are all too true in the real world. The habits include:
- Living someone else's dream instead of your own
- Focusing on quantity rather than on quality of clients
- Hoarding unprofitable clients instead of disengaging them
- Providing only investment advice rather than wealth management advice
- Delivering investment reviews instead of wealth management reviews
- Taking the rainmaker rather than a team approach
- Selling to prospects instead of through clients
For examples of the transformative power of Steve's "Insight, Decision, Action" guidance for avoiding common pitfalls of advisors, one need only look at a few of Moore's clients: two went from having over 1,300 clients to less than 100, yet tripled their revenue; in just two short years, another firm transformed itself so completely that it now consistently ranks first or second in the PriceMetrix Merit (PriMe) award; a Chicago firm went from managing $17 million to over $170 million in just seven years; and, in a single decade, an already successful Registered Investment Advisor in Long Beach took $240 million in assets under management to over $1.4 billion.
If you're looking for more rewarding business results, better work-life balance, and a greater opportunity for personal growth through meaningful work, and you're willing to embrace new ways of doing business, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) can show you how to build excellence into every client interaction, generate higher revenue per client, and transform an average career into an elite one.
