Ineffective habits of financial advisors (and the disciplines to break them) : a framework for avoiding the mistakes everyone else makes by Steve Moore and Gary Brooks
By: Moore, Steve
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Contributor(s): Brooks, Gary.
Publisher: Hoboken, NJ, USA John Wiley & Sons, Inc. 2011Description: xxv, 229 p. : ill. 24 cm.ISBN: 9780470910320.Subject(s): FINANCIAL ADVISORY SERVICES | CUSTOMER RELATIONSHIPS | CLIENT RELATIONSHIPS | PROFITS | REVENUE | STRATEGYOnline resources: Download as an eBook | Item type | Home library | Call number | Status | Notes | Date due | Item reserves |
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EBook
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International | EBL Ebook (Browse shelf) | eBook | Available as an ebook here | ||
Book
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New Zealand | 618 INE (Browse shelf) | Available |
Introduction: setting the stage ; Stop living their dream and start living your dream ; Stop focusing on quantity of clients and start focusing on quality of clients ; Stop hoarding unprofitable clients and start disengaging unprofitable clients ; Stop providing only investment advice and start providing wealth management advice ; Stop delivering only investment reviews and start delivering WOW wealth management reviews ; Stop the rainmaker approach and start the team approach ; Stop selling to prospects and start selling through clients ; Jack's awakening: an elite wealth management company
Illustrates, through a fictional story, how financial advisors can deliver exceptional service while generating higher revenue per client. Outlines an ineffective habit at the beginning of each chapter and then counters this with a 'discipline' that demonstrates how to improve business results and add value. NOTE: Available as an Ebook.