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Effort-Less Marketing for Financial Advisors (平装)
by Steve Moeller
| Category:
Financial advisory, Financial planning, Entrepreneurship, Investments |
| Market price: ¥ 438.00
MSL price:
¥ 378.00
[ Shop incentives ]
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| Stock:
Out of stock. Being replenished |
MSL rating:
 Good for Gifts |
MSL Pointer Review:
One of the great books for financial advisories that are well-written, well-thought, and well worth the investment.
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AllReviews |
1 Total 1 pages 5 items |
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From a guest reviewer, USA
<2008-07-30 00:00>
If you are attempting to grow you Financial Advisory business, this classic writing has new age advice that will ease the burden of identifying better ways to grow your client base. If you are an active producer, plan on coming back to this book periodically for it is loaded with those little pearls of wisdom that only someone who has been there and done that can convey so well. If you are a manager looking for ways to improve your associates' closing rates, read this and become the teacher. Unlike many "sales manuals" Effortless Marketing focuses on becoming in touch and happy with one's self and using that awareness to focus on what your prospective client wants...competent advice of course, but more...a connected, emotionally present advisor. If you're ready to move beyond product sales to consulative relationships, Effortless Marketing is an outstanding starting point. Keep this one on your bookshelf and refer to it when you're wondering how to improve your and your firm's marketing. |
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From a guest reviewer, USA
<2008-07-30 00:00>
For anyone wanting to build a fee-based financial advisory practice Steve Moeller's work is required reading.
I read this book for the first time in 2007 and was amazed (considering it was written almost 10 years go) how far ahead of the curve these concepts are. People here in the UK are only now starting to adopt the type of approach that Steve has been advocating for years.
I have read a great many books on how to best market my financial planning business and while a number of them have been helpful this book is really the only one you will ever need.
By concentrating your efforts on implementing the ideas put forward in this book it is not only probable you will dramatically increase your revenue but you will also enhance your client relationships and your enjoyment of life.
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From a guest reviewer, USA
<2008-07-30 00:00>
Steve's book is one of those rare gems that assist an advisor in a number of ways:
1. a step-by-step guide on how to transition to fee-based and position yourself as a resource for monied people
2. a workbook that helps you identify key niche markets that you will want to seek out and wrok with
3. a motivational resource. Steve challenges you to think about the big questions in life and design your business (and life) around what you want to get out of life and your business...not just how to sell more.
...Great job Steve - you've helped me continue to become more successful! |
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From a guest reviewer, USA
<2008-07-30 00:00>
This is an easy-to-follow, informative and powerful book. As a rookie in the financial services industry, I read Steve's book and instantly had a clear and concise guideline to follow. His approach to marketing processes is very direct and outlined efficiently. Follow his guidelines and instructions in this book and you will quickly understand how it truly is "effort-less" marketing.
Since we have implemented Steve's processes, I have seen our firm develop a crystal clear vision of where we want to go and, suprisingly, we are having more fun doing it. Steve's book has really been an excellent stepping-stone and should be read by anyone in the financial services field. I constantly find myself referencing ideas from Steve's book. His tactics and suggestions are not only informative, but unique and innovative. |
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From a guest reviewer, USA
<2008-07-30 00:00>
Steve has captured the essence of building a succesful advisory business in this day and age. The keys of visualizing your future, creating a process to get to that future, and how to get the right clients to make your future come true are what is discussed in detail in the book. Steve also follows up with additional resources through an email newsletter, his website, and more so that you can utilize the book to it's utmost.
If you have been torn on how to create the business you really want, this book will take you through the process that you need to cover! I can't recommend it enough!
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1 Total 1 pages 5 items |
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