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

- A Framework for Avoiding the Mistakes Everyone Else Makes

About 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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  • Language:
  • English
  • ISBN:
  • 9780470910320
  • Binding:
  • Hardback
  • Pages:
  • 256
  • Published:
  • November 5, 2010
  • Dimensions:
  • 162x238x24 mm.
  • Weight:
  • 454 g.
  In stock
Delivery: 3-5 business days
Expected delivery: July 7, 2024

Description of 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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