"Ineffective habits of financial advisors is based on a 15-year consulting program that Steve Moore has led for financial advisors. It details techniques for business analysis, elements of a strategic vision, characteristics of exceptional client service and strategies for acquiring high net worth clients. These are the factors which allow advisors to transform their business into an elite practice. Told through the story of "Jack," an advisor who represents your average financial advisor, each chapter begins with an ...
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"Ineffective habits of financial advisors is based on a 15-year consulting program that Steve Moore has led for financial advisors. It details techniques for business analysis, elements of a strategic vision, characteristics of exceptional client service and strategies for acquiring high net worth clients. These are the factors which allow advisors to transform their business into an elite practice. Told through the story of "Jack," an advisor who represents your average financial advisor, each chapter begins with an ineffective habit: a focus on quantity over quality or using the "rainmaker approach" instead of a "team approach." Each bad habit is countered with a new disciple to improve business results and add value. For example, in chapter seven, Moore details a strategy of cold calling new prospects as a bad habit and describes a system of working through current clients to form new relationships and partners as the good habit. He then offers step-by-step advice as to how to begin this networking effect. Throughout each chapter, Moore includes anecdotes collected through both personal experience and stories he's heard from clients and colleagues, as well as question and answer segments, examples, and homework assignments."--
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Add this copy of Ineffective Habits of Financial Advisors (and the to cart. $1.83, fair condition, Sold by Goodwill of Greater Milwaukee rated 4.0 out of 5 stars, ships from Milwaukee, WI, UNITED STATES, published 2010 by Wiley.
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Fair. The cover has visible markings and wear. The dust jacket shows normal wear and tear. The dust jacket has stickers markings or sticker adhesive on it. The pages show normal wear and tear. Codes or product keys that accompany this product may not be valid. Fast Shipping in a Standard Poly Mailer!
Add this copy of Ineffective Habits of Financial Advisors (and the to cart. $2.32, very good condition, Sold by ThriftBooks-Dallas rated 5.0 out of 5 stars, ships from Dallas, TX, UNITED STATES, published 2010 by Wiley.
Add this copy of Ineffective Habits of Financial Advisors (and the to cart. $2.32, good condition, Sold by ThriftBooks-Reno rated 5.0 out of 5 stars, ships from Reno, NV, UNITED STATES, published 2010 by Wiley.
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Very good. Open Books is a nonprofit social venture that provides literacy experiences for thousands of readers each year through inspiring programs and creative capitalization of books.
Add this copy of Ineffective Habits of Financial Advisors (and the to cart. $5.99, good condition, Sold by Bulk Book Warehouse rated 5.0 out of 5 stars, ships from Rotterdam, NY, UNITED STATES, published 2010 by Wiley.
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Good. Shows minimal wear such as frayed or folded edges, minor rips and tears, and/or slightly worn binding. May have stickers and/or contain inscription on title page. No observed missing pages. Some foxing and/or discoloration around edges. Contains highlighting and/or writing within main pages.
Add this copy of Ineffective Habits of Financial Advisors (and the to cart. $21.03, like new condition, Sold by GreatBookPrices rated 4.0 out of 5 stars, ships from Columbia, MD, UNITED STATES, published 2010 by Wiley.
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Fine. Sewn binding. Paper over boards. With dust jacket. 256 p. Contains: Unspecified, Tables, black & white, Figures. In Stock. 100% Money Back Guarantee. Brand New, Perfect Condition, allow 4-14 business days for standard shipping. To Alaska, Hawaii, U.S. protectorate, P.O. box, and APO/FPO addresses allow 4-28 business days for Standard shipping. No expedited shipping. All orders placed with expedited shipping will be cancelled. Over 3, 000, 000 happy customers.
