Publications

Ineffective Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else MakesBased on the 15-year consulting program that author Steve Moore has led, Ineffective Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients.

Told through the story of a fictional and average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value.

Now available wherever books and e-books are sold. To be published by Wiley & Sons in November 2010.

Visit the Wiley & Sons web site for more information and links to booksellers.

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