Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

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 relay