[Download free pdf] Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes
||15 of 15 people found the following review helpful.| Getting to Success|By PJ Rekstad|In 2001, my six year old practice was humming along. I thought I was near breaking through to a better time when I would be a step ahead instead of three steps behind every day. I thought I just needed to pack a few more clients into the practice, and work a little harder, while the market climbed another thousand points. Then I would be l|From the Inside Flap|Many of the seemingly harmless business habits that allow financial advisors to acquire enough clients to survive are, in reality, highly destructive to building a successful and satisfying business. Author, consultant, mentor, and former N
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, exce...
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