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Effort-Less Marketing for Financial Advisors (Paperback)
by Steve Moeller
| Category:
Financial advisory, Financial planning, Entrepreneurship, Investments |
| Market price: ¥ 438.00
MSL price:
¥ 378.00
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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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Author: Steve Moeller
Publisher: Amer Business Visions
Pub. in: October, 1999
ISBN: 0967205905
Pages: 395
Measurements: 8.8 x 5.9 x 1.3 inches
Origin of product: USA
Order code: BA01448
Other information: 978-0967205908
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- MSL Picks -
A nice surprise about Steve Moeller's book was that the title is entirely accurate; the plethora of information and strategy in this guide is so great that if you follow the instructions and advice he offers, marketing really does become effortless.
Certainly, if you're considering this book you're likely a professional in the investments industry who's read more than a few books on this topic. I'm also no stranger to books in this arena but Moeller's clearly stood out simply based on the amount of detail contained herein. For example, other books will expound upon the importance of referrals and their necessity for a successful practice. You knew that. I knew that. Steve Moeller knows that. "Effortless Marketing" differs in that it's a step-by-step, ready-to-implement-now guide that tells you how to GET referrals (among many other things). And for those who think they already know how to go about getting referrals (as I did), I was surprised to find the book offered completely new strategies for obtaining these valuable contacts... and even referral sources whom I never thought would work on top of that. It's wonderfully insightful and informative, even for the FA who's a know-it-all.
Referrals are just one area the book covers of course. In fact, it's just 1 "step" out of 20 but you can glean what an impact it made. Perhaps the best thing about Moeller's book is that it forces you to get your marketing strategy in order -- not merely your materials, but rather the entire package. It makes you consider whom pitching to would be most beneficial (and profitable) to, while enabling you to position yourself to do this with a high success rate. He makes you examine yourself and pratice, consider your weaknesses, and then advises how to turn them around and make them strengths.
After reading this, you'll find it is not merely a good advice guide, nor even a single-time "must read." I found the information, strategy, and tips to be too numerous and valuable for that. Rather, it's something that, after the initial reading and implementing, should be referenced regularly and attentively if you're to be obtain the best use from it.
(From quoting John Matthews, USA)
Target readers:
Financial advisories, investors, investment bankers and people interested in becoming a financial advisory.
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For more than a decade, Steve Moeller has helped entrepreneurs build profitable and rewarding businesses. As president and CEO of American Business Visions, Steve is a sought-after speaker, consultant, business strategist, and writer for financial industry trade publications. Steve started his career in the advertising industry. In the early 1980s, he entered the investment industry and soon became an award-winning salesperson and eventually a successful marketing executive. Today he focuses his talents on American Business Visions, a publishing and training firm he founded in 1989. The company creates marketing tools and business development systems for financial advisors and investment companies. His unique business development process, best defined as relationship-based niche marketing, has become known as the "Moeller Method." This turnkey system enables advisors to identify and attract clients who are both profitable and fun to work with. Steve believes that evolving technologies and consumer expectations are creating huge opportunities and challenges in the retail investment industry. He is committed to helping financial advisors transform their businesses into highly competitive, client-centered organizations
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Use a 5-Step Process to Transform Your Business--and Your Life! If you've ever yearned for a business that would energize rather than drain you, if you've ever known and admired someone who made financial services look easy and fun, then you're ready to learn a new way to market. A way that doesn't require so much of your time and energy. A way that requires less effort. Effort-Less Marketing is based on author Steve Moeller's extensive research and refinement of the best strategies to build a financial advisory practice, as well as key marketing principles that work just as well for financial advisors as they do for such customer-savvy giants as Saturn and Nike. You'll toss aside conventional, exhausting sales techniques for a newer, easier way. With these 5 steps, you'll take the guesswork out of reaching the wealthiest and most enjoyable clients, make referral-gathering a no-brainer, and completely revitalize your business.
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STEP 2: TARGET PROFITABLE MARKET NICHES Pretend for a moment that you're a prospector looking for gold. You could try your luck panning in the nearest riverbed. Or you might try to improve your odds by prospecting in a riverbed where others have discovered gold. But most rivers have been panned for more than 150 years. All the "easy" gold has already been found. You would be lucky to get even a modest monetary return for your efforts. A more sophisticated prospector would focus on discovering the source of gold. Once the veins of solid gold were located, gold nuggets could be mined efficiently all day long. Meanwhile, the other prospectors would be down in the riverbed panning for flakes. Discovering your source - rich niches - is what Step 2 is all about. Packed with valuable research data, chapters 4, 5, 6, and 7 illustrate the power of niche marketing. Starting with a look at the big picture - the universe of everyone who could conceivably be a prospect - you'll learn how market segmentation can help you identify the specific community of individuals who will benefit most from your services. Because these individuals are in the same niche, by definition they have similar hopes, concerns, and needs. So keeping them happy is simple. By focusing on a single niche - or even a couple of niches - you'll quickly become an expert at identifying, attracting, and helping people in that group. Focusing and narrowing the scope of your business this way will help you master the effort-less marketing process. SECTION PREVIEW Take advantage of the five benefits of targeting. Identify the top 20 market segments for financial advisors. Apply the 80/20 rule to your current clients. Uncover the two to three niches that you'll make the most money in and have the most fun with. Profile your ideal client. Use the Ideal Prospect Profile to find high payoff prospects.
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| View all 5 comments |
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. |
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! |
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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