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Product Description
Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes (9780470910320): Steve Moore, Gary Brooks: Books. 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): A Framework for Avoiding the Mistakes Everyone Else Makes 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 ownFocusing on quantity rather than onquality of clientsHoarding unprofitable clients instead ofdisengaging themProviding only investment advice rather than wealth management adviceDelivering investment reviews instead ofwealth management reviewsTaking the rainmaker rather than ateam approachSelling to prospects instead of through clientsFor examples of the transformative power of Steve's Insight, Decision, Action guidance for avoidingcommon 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 RegisteredInvestment 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): A Framework for Avoiding the Mistakes Everyone Else Makes 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.
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