Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) : A Framework for Avoiding the Mistakes Everyone Else Makes

Omtale

The 7 Habits of Highly Ineffective Advisors is based on a 15-year consulting program that Steve Moore has led for financial advisors. It details techniques for business analysis, elements of a strategic vision, characteristics of exceptional client service and strategies for acquiring high net worth clients.