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Brooks, Gary

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes

Brooks, Gary - Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes, ebook

39,45€

Ebook, ePUB with Adobe DRM
ISBN: 9780470930144
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Printing77 pages with an additional page accrued every 10 hours, capped at 77 pages
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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.

Keywords: steve moore, gary brooks, 7 habits of highly, 7 habits of highly ineffective financial advisors, mistakes ineffective financial advisors make, financial advisors, ineffective habits, improve business, form new relationships, find new clients, business disciplines, business strategy, strategy

Author(s)
 
Publisher
John Wiley and Sons, Inc.
Publication year
2011
Language
en
Edition
1
Page amount
256 pages
Category
Economy
Format
Ebook
eISBN (ePUB)
9780470930144
Printed ISBN
9780470910320

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