Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) av Steve Moore

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<b>A how to guide to avoiding the mistakes ineffective financial advisors most often make</b><p>Based on a 15-year consulting program that author Steve Moore has led for financial advisors, <i>Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes</i> 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<br/></p><ul><li>Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships</li><li>Includes anecdotes collected through both personal experience and stories relay