Questions Great Financial Advisors Ask... and Investors Need to Know
Based on a 15-year consulting program that author Steve Moorehas led for financial advisors, Ineffective Habits of FinancialAdvisors (and the Disciplines to Break Them): A Framework forAvoiding the Mistakes Everyone Else Makes details proventechniques which allow advisors to transform their business into anelite practice: business analysis, strategic vision, exceptionalclient service, and acquiring high net worth clients. Told throughthe story of a purely fictional and completely average financialadvisor, each chapter begins with an ineffective habit that is thencountered with a discipline that improves business results and addsvalue. The book
Ineffective Habits of Financial Advisors (and the Disciplinesto Break Them shows you how to deliver exceptional servicewhile generating higher revenue per client.
Country | USA |
Brand | Wiley |
Manufacturer | Wiley |
Binding | Hardcover |
ItemPartNumber | Illustrations |
ReleaseDate | 2010-10-22 |
UnitCount | 1 |
UPCs | 884891156714 |
EANs | 9780470910320 |