Effort-Less Marketing for Financial Advisors
Author: Steve Moeller
List Price: $44.95
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ISBN: 0967205905
Publisher: American Business Visions (08 October, 1999)
Sales Rank: 8,590
Average Customer Rating: 4.64 out of 5
Customer Reviews
Rating: 5 out of 5
An inspiring book for building a fee-based business.
In Effortless Marketing, Steve Moeller puts his extensive experience in the financial services industry into words and actions that every financial advisor can use. Open this book to any page and a gem of an idea appears. It is well detailed with specific examples, ideas, suggestions, and process which turn people into prospects and prospects into clients for life. It will motivate and inspire every financial advisor to be a HUGELY SUCCESSFUL financial advisor. Clearly written, it is useful to the newcomer and the experienced professional alike. Effortless Marketing overflows with industry-specific examples of how to grow, nurture, and maintain a fee-based advisor business with elated and satisfied clients who bring referrals to you! As our industry evolves, Steve Moeller helps the financial advisor successfully transition from selling products to building relationships. If you are looking for ways to build your business to levels that exceed your expectations then you must own, read, and reference this book!
Rating: 5 out of 5
A "How To" book for financial advisors
Steve Moellers book provides a template for financial advisors to follow if they are serious about growing their business. Although advisors may benefit more by hiring Mr. Moeller as a consultant, this book is an excellent resource for the "do-it-yourself'er" or the advisor that simply wants to focus on specific elements of business improvement i.e. image, publicity, marketing etc.Especially valuable for those advisors who focus on "the sale", and neglect the 4 critical steps that lead up to that event.
I will continue to use the book as a reference in my annual business planning process.
Mark Garrod The Practical Investor, LLC mgarrod@sigmarep.com
Rating: 5 out of 5
Whatever your profession, you should read this book!
Moeller makes a persuasive case for a client-centered marketing approach. Seemlessly weaving the theoretical with the practical, he provides concrete examples of how to cultivate the relationships necessary for a thriving, client-centered business. Although written for financial advisors, this book's principles apply to any profession in which success demands a strong client relationship. I am an attorney (and not a financial advisor). Nevertheless, client-centered marketing is crucial to my practice. I recommend this book to all professionals. Similar Products
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Book Index