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Autor(en): 
  • Steve Moore
  • Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes 
     

    (Buch)
    Dieser Artikel gilt, aufgrund seiner Grösse, beim Versand als 3 Artikel!


    Übersicht

    Auf mobile öffnen
     
    Lieferstatus:   i.d.R. innert 7-14 Tagen versandfertig
    Veröffentlichung:  November 2010  
    Genre:  Wirtschaft / Recht 
     
    Finance & Investments / Finance & Investments Special Topics / Finanz- u. Anlagewesen / Finanzwesen / Spezialthemen Finanz- u. Anlagewesen
    ISBN:  9780470910320 
    EAN-Code: 
    9780470910320 
    Verlag:  John Wiley & Sons Inc 
    Einband:  Gebunden  
    Sprache:  English  
    Dimensionen:  H 238 mm / B 162 mm / D 24 mm 
    Gewicht:  454 gr 
    Seiten:  256 
    Illustration:  Tables: 18 B&W, 0 Color; Exhibits: 61 B&W, 0 Color 
    Bewertung: Titel bewerten / Meinung schreiben
    Inhalt:
    A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book * Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships * Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues * Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.

      



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