Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) A Framework for Avoiding the Mistakes Everyone Else Makes
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Form:Einzelkauf Download
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Sprache:Englisch
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eBook Format:PDF
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23,99 €
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Produktdetails
Format
Kopierschutz
Ja
Family Sharing
Nein
Text-to-Speech
Nein
Erscheinungsdatum
01.11.2010
Verlag
Wiley-ScrivenerSeitenzahl
256 (Printausgabe)
Dateigröße
2451 KB
Auflage
1. Auflage
Sprache
Englisch
EAN
9780470930120
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.
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.
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