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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.
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
Contents:
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
Summary: 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.
Item type Home library Call number Status Notes Date due Barcode Item reserves
EBook EBook International
ProQuest eBook (Browse shelf) eBook Available as an ebook here
Book Book New Zealand
618 INE (Browse shelf) Available CA004772
Total reserves: 0

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.

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