Effort-Less Marketing for Financial Advisors
| Author | : | |
| Rating | : | 4.73 (861 Votes) |
| Asin | : | 0967205905 |
| Format Type | : | paperback |
| Number of Pages | : | 395 Pages |
| Publish Date | : | 2013-11-22 |
| Language | : | English |
DESCRIPTION:
George B. Wislar said This is the best!!!!. I have only been using the process for a couple of weeks, but the results are incredible. I have come to realize that most advisors including myself are left brained, we're great at explaining products and talking the market lingo. But in reality we are scaring our prospects and clients. Steve's book gets you to think right brained, that is what will conect you to your clients and prospects forever.I took a client to NY yesterday to meet a hedge fund manager, on the train ride home instead of raving about my view of the manager I us. John Choi said Required Reading. I originally picked up Steve Moeller's book about Required Reading I originally picked up Steve Moeller's book about 3 years ago because I was looking for better a way to attract qualified clients. (As a branch manager for the largest independent financial services firm I know first-hand that the difference between a $250K producer and a $2.5 million producer is that the $2.5 million producer is just a better marketer and beyond that, they are pretty much the same.) At that time I KNEW the ideas discussed in the book were innovative approaches to marketing financial services but unfortunately I nev. years ago because I was looking for better a way to attract qualified clients. (As a branch manager for the largest independent financial services firm I know first-hand that the difference between a $"Required Reading" according to John Choi. I originally picked up Steve Moeller's book about Required Reading I originally picked up Steve Moeller's book about 3 years ago because I was looking for better a way to attract qualified clients. (As a branch manager for the largest independent financial services firm I know first-hand that the difference between a $250K producer and a $2.5 million producer is that the $2.5 million producer is just a better marketer and beyond that, they are pretty much the same.) At that time I KNEW the ideas discussed in the book were innovative approaches to marketing financial services but unfortunately I nev. years ago because I was looking for better a way to attract qualified clients. (As a branch manager for the largest independent financial services firm I know first-hand that the difference between a $250K producer and a $2.5 million producer is that the $2.5 million producer is just a better marketer and beyond that, they are pretty much the same.) At that time I KNEW the ideas discussed in the book were innovative approaches to marketing financial services but unfortunately I nev. 50K producer and a $"Required Reading" according to John Choi. I originally picked up Steve Moeller's book about Required Reading I originally picked up Steve Moeller's book about 3 years ago because I was looking for better a way to attract qualified clients. (As a branch manager for the largest independent financial services firm I know first-hand that the difference between a $250K producer and a $2.5 million producer is that the $2.5 million producer is just a better marketer and beyond that, they are pretty much the same.) At that time I KNEW the ideas discussed in the book were innovative approaches to marketing financial services but unfortunately I nev. years ago because I was looking for better a way to attract qualified clients. (As a branch manager for the largest independent financial services firm I know first-hand that the difference between a $250K producer and a $2.5 million producer is that the $2.5 million producer is just a better marketer and beyond that, they are pretty much the same.) At that time I KNEW the ideas discussed in the book were innovative approaches to marketing financial services but unfortunately I nev. .5 million producer is that the $"Required Reading" according to John Choi. I originally picked up Steve Moeller's book about Required Reading I originally picked up Steve Moeller's book about 3 years ago because I was looking for better a way to attract qualified clients. (As a branch manager for the largest independent financial services firm I know first-hand that the difference between a $250K producer and a $2.5 million producer is that the $2.5 million producer is just a better marketer and beyond that, they are pretty much the same.) At that time I KNEW the ideas discussed in the book were innovative approaches to marketing financial services but unfortunately I nev. years ago because I was looking for better a way to attract qualified clients. (As a branch manager for the largest independent financial services firm I know first-hand that the difference between a $250K producer and a $2.5 million producer is that the $2.5 million producer is just a better marketer and beyond that, they are pretty much the same.) At that time I KNEW the ideas discussed in the book were innovative approaches to marketing financial services but unfortunately I nev. .5 million producer is just a better marketer and beyond that, they are pretty much the same.) At that time I KNEW the ideas discussed in the book were innovative approaches to marketing financial services but unfortunately I nev. This book changed my career Pete Reuss This book is perfect for anyone in the financial advisory field who wants to take his business to the next level (or 3 or 4 levels higher.) It is easy to read and after each chapter outlines 2 or 3 things to do that are necessary to get the most out of the following chapter.I picked up this book during the summer of 2001, a year where my production was just over $200k (my 6th year in business.) I followed the steps outlined in the book and just three years later have over $200k in fee based business alone. My production is up 150% a
Steve believes that evolving technologies and consumer expectations are creating huge opportunities and challenges in the retail investment industry. . Steve started his career in the advertising industry. He is committed to helping financial advisors transform their businesses into highly competitive, client-centered organizations. Today he focuses his talents on American Business Visions, a publishing and training firm he founded i
In the early 1980s, he entered the investment industry and soon became an award-winning salesperson and eventually a successful marketing executive. As president and CEO of American Business Visions, Steve is a sought-after speaker, consultant, business strategist, and writer for financial industry trade publications. The company creates marketing tools and business development systems for financial advisors and investment companies. . He is committed to helping financial advisors transform their businesses into highly competitive, client-centered organizations. Steve believes that evolving technologies and consumer expectations are creating huge opportunities and challenges in the retail investment industry. About the Author For more than a decade, Steve Moeller has helped entrepreneurs build profitable and rewarding businesses. Steve started his career in the advertising industry. Today
You'll toss aside conventional, exhausting sales techniques for a newer, easier way. 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. 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. 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