Since 1989, our purpose has been to help teams discover what they can and should become, and then do everything possible to see that they get there. We have consulted and coached teams from Microsoft, Apple, M&M Mars, Defense Logistics, U.S Bank, Russell Investment Group, Raymond James, TD Waterhouse, Fidelity Investments, Bank of Montreal, Northwestern Mutual, and numerous independent registered investment advisors in the United States, United Kingdom, and Canada.

100% of our business comes from referrals from existing clients. This is due to the remarkable results our clients experience and the uniqueness of our process. This process is based on the concept of IDA-FAST.

IDA-FAST is an acronym for Insight, Decision, and Action – FAST. When teams gain Insight and understand their current situation more completely they make better strategic Decisions. Nothing ever happens unless Action is taken on the Decisions that are made. Our process is anchored in the concept of taking Action — FAST.

Moore Solutions has provided our firm with an invaluable framework in which to operate. A framework/process that delivers wealth management services to clients in a detailed and thorough manner. A client service model that is second to none.

Doug Skinner
Skinner, Copper & Ehmen Wealth Management, LLC

Moore Solutions Services:

High Speed Strategic Planning is a 12-month program, combining quarterly face-to-face seminars with monthly GoToMeeting coaching sessions. This education will provide you with guidance, knowledge and tools to help you grow your high-net-worth business. High Speed Strategic Planning is grounded in research and features field-proven strategies that drive remarkable results. Your participation will lead to a clear and powerful plan to take your business to the next level of performance, reputation, and client satisfaction.

We have used High Speed Strategic Planning as the framework to re-engineer the way we service and develop our business. It has helped us crystallize our strategic planning process and allows us to deliver significant value to the most deserving portion of our revenue stream. The results have been low client turn over and the addition of many larger clients.

Joe Heider
Dawson Wealth Management

High Speed Strategic Planning Online will offer the same curriculum as the face-to-face seminar. The program will be available the 3rd quarter of 2013.

Moore Solutions high speed planning process has helped our firm establish a service model that has revolutionized our business. Our revenue per client has doubled in a two year period while our profitability has blossomed.

Jim Copper
Skinner, Copper & Ehmen Wealth Management, LLC

Keynote Speeches – presentations are delivered in an interactive, humorous format that engages clients and encourages them to take action on new insights. Topics include: Ineffective Habits of Financial Advisors, Outside-In Planning – Putting the Client First, Teamwork, and The WOW Wealth Management Review.

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

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

About Steve Moore

Steve MooreSteve Moore, President of Moore Solutions, is a “resultant” who focuses on bottom-line performance. In this capacity, he helps business teams develop the goals, strategies, processes and action plans to drive customer satisfaction and create exciting business results. For 25 years Steve has engaged teams with his proprietary High Speed Strategic Planning program, which has been recognized as the number one offering in the financial industry.

His highly acclaimed book, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes, has help thousands of financial advisors break from the status quo and create a practice that they truly desire.

Steve’s unique perspective is the result of:

  • Coaching 1,400+ wealth management teams in the United States, United Kingdom, and Canada
  • Twelve years of game planning in the NFL with the Buffalo Bills, Seattle Seahawks, and Los Angeles Rams
  • Ten years helping Microsoft teams develop their product and go-to market strategies
  • Directing an international consulting/training company
  • Three years as Director of Practice Management for Russell Investment Group
  • Continual study of leading-edge business practices and optimal performance psychology

Steve has a bachelor’s degree from the University of California, Santa Barbara, and a master’s degree in education from Seattle University.