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Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

- A Framework for Avoiding the Mistakes Everyone Else Makes

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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.

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  • Sprog:
  • Engelsk
  • ISBN:
  • 9780470910320
  • Indbinding:
  • Hardback
  • Sideantal:
  • 256
  • Udgivet:
  • 5. november 2010
  • Størrelse:
  • 162x238x24 mm.
  • Vægt:
  • 454 g.
  • 2-3 uger.
  • 27. november 2024

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Beskrivelse af Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

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.

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