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Synopsis

A how to guide to avoiding the mistakes ineffective financialadvisors most often make

Based on a 15-year consulting program that author Steve Moorehas led for financial advisors, Ineffective Habits of FinancialAdvisors (and the Disciplines to Break Them): A Framework forAvoiding the Mistakes Everyone Else Makes details proventechniques which allow advisors to transform their business into anelite practice: business analysis, strategic vision, exceptionalclient service, and acquiring high net worth clients. Told throughthe story of a purely fictional and completely average financialadvisor, each chapter begins with an ineffective habit that is thencountered with a discipline that improves business results and addsvalue. The book

  • Details a step-by-step strategy for working through currentclients, rather than relying on cold calling to form newrelationships
  • Includes anecdotes collected through both personal experienceand stories relayed to him by clients and colleagues
  • Provides question and answer segments, examples, and homeworkassignments

Ineffective Habits of Financial Advisors (and the Disciplinesto Break Them shows you how to deliver exceptional servicewhile generating higher revenue per client.

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