Product Description
Use a 5-Step Process to Transform Your Business–and Your Life! If you’ve ever yearned for a business that would energize rather than drain you, if you’ve ever known and admired someone who made financial services look easy and fun, then you’re ready to learn a new way to market. A way that doesn’t require so much of your time and energy. A way that requires less effort. Effort-Less Marketing is based on author Steve Moeller’s extensive research and refinement of th… More >>
Effort-Less Marketing for Financial Advisors
Tags: Advisors, EffortLess, Financial, Marketing
This is a book designed for financial advisors who have been in business for over five years. Talk about getting into a niche market and divide your customers into A, B, C and D’s. You want the A and B, C and D’s. This book is a bit of motivation “and has some good ideas on how to get your business going. This is good book for a financial consultant who has his own business and not work for a major financial companies. As financial advisor, at first I had some good marketing ideas from the book, but you will need to read in a few years when my score is accumulated. do not think this book will have an immediate impact, the author argues that the commercialization These tools take years to implement Generally, if you’ve been in business for years are few and feeling stale and need a good start, then this book for you. Good luck.
Rating: 3 / 5
I have read many of the “marketing” books available to financial advisers, and that is at or near the top of my list of favorites.
for consultants interested in a customer-focused, not transaction-oriented approach to be a great resource. For the former, the transaction-oriented brokers, save your money. This book will appeal to advisers who put their customers first, and benefit from taking the high road.
Much better than books like Ainsworth – How to be a successful broker and management practices Deena Katz. (What I recommend in particular). Moeller
book is a good complement to Excellent Investment Advisor Murray, as a section on the mission statement (business and personal) provides the basis to integrate their beliefs with their business values for the benefit of the customer.
Rating: 5 / 5
If you are interested in developing the planning of a share of financial practices and want to move away from traditional mass marketing approaches, this book is for you. Steve Moeller presents a step by step approach on how you can develop this type of practice. The key is to develop a more customer-centric to business through which you attract customers want, instead of “advertising” for them. Steve shows you how to do this. Steve emphasis on building a better quality of life of clients and consultants, focusing on what is truly important in life struck a chord with me. Highly recommended!
Rating: 5 / 5
In marketing effort, Steve Moeller puts his experience in the financial services sector in words and actions that all financial advisors can use. Open the book to any page and a gem of an idea appears. And “very detailed with specific examples, ideas, suggestions, and the process that turns people on prospects and prospects into customers for life. Will motivate and inspire all financial advisors to be very successful financial advisor. It is clear writing is useful for newcomers and experienced professionals.
marketing effort is full of industry-specific examples of how to grow, cultivate and maintain a business consultant fee enthusiastic and satisfied customer referrals that lead to you! As our industry evolves, Steve Moeller helps the financial advisor to a successful transition from selling products to build relationships. If you are looking for ways to build your business to levels that exceed their expectations, then you should possess, read and refer to this book!
Rating: 5 / 5
I was a securities attorney practicing for over 30 years. My clients are facing enormous challenges in increasing its capital. During my career I have met most of the experts on capital formation. Moeller met Steve 20 years ago when I heard him in a room full of financial wholesalers. Steve knew more about the business than anyone I’ve ever met. When I found out that his book – marketing effort – I secured my copy and poured through it. I do not know how Steve does, but he is the master to communicate with professional strategies and tactics in ways easy to understand. More importantly, without marketing effort that explores in depth the pros and cons of the secrets of the great financial advisors. The professional consultant to study this book should be sure he / she is always the best there is. Steve has left nothing of this book. It ‘s so rare to find sophisticated equipment, made it easier. This is a recipe for how to succeed. It is full of checklists for life histories that validate tips Steve. I myself am a writer, I know how difficult it sometimes is to provide easy to use and sophisticated materials. Steve knows how.
This book should be on every financial advisor desktop reference manual. The teacher wrote their actual experiences, its more than 200 customers and thousands of students. Steve writes from his heart and is the original business writer who has launched at full speed all the “right brain” / “write from your soul movement.
Signed, Mark Long < br />
San Diego, CA
Rating: 5 / 5