Effort-Less Marketing for Financial Advisors

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Binding: Paperback Dewey Decimal Number: 332.6 EAN: 9780967205908 ISBN: 0967205905 Label: Amer Business Visions Manufacturer: Amer Business Visions Number Of Pages: 395 Publication Date: 1999-10-08 Publisher: Amer Business Visions Studio: Amer Business Visions
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Editorial Reviews: 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 the best strategies to build a financial advisory practice, as well as key marketing principles that work just as well for financial advisors as they do for such customer-savvy giants as Saturn and Nike. You'll toss aside conventional, exhausting sales techniques for a newer, easier way. With these 5 steps, you'll take the guesswork out of reaching the wealthiest and most enjoyable clients, make referral-gathering a no-brainer, and completely revitalize your business.
Spotlight customer reviews: Customer Rating: Summary: A Marketing Solution That Works! Comment: After 8 years in the financial services industry, a friend introduced me to this book. Over the last 7 years I have been applying Steve Moeller's principles and marketing methodology. I am just getting around to saying "thank you" for this book. My professional and personal life has been transformed thanks to Steve's message. I would highly recommend this book to anyone who desires to incorporate proven, authentic strategies into their business. Applying these strategies will yield highly profitable business results and more importantly, a balanced and fulfilled life. Customer Rating: Summary: A Professional Approach in a Dysfunctional Industry Comment: Steve provides a clear, concise, no nonsense approach of how to be successful in the financial services industry. His approach is well thought out, professional, and sorely needed in a somewhat dysfunctional industry. It provides me, as a new advisor switching careers, confidence that I can be myself and succeed in this business. Effortless Marketing is a must read for anybody trying to truly distinguish themselves in the independent financial advice and asset management businesses. Customer Rating: Summary: Want to grow your FA business? Read This Book Comment: If you are attempting to grow you Financial Advisory business, this classic writing has new age advice that will ease the burden of identifying better ways to grow your client base. If you are an active producer, plan on coming back to this book periodically for it is loaded with those little pearls of wisdom that only someone who has been there and done that can convey so well. If you are a manager looking for ways to improve your associates' closing rates, read this and become the teacher. Unlike many "sales manuals" Effortless Marketing focuses on becoming in touch and happy with one's self and using that awareness to focus on what your prospective client wants...competent advice of course, but more...a connected, emotionally present advisor. If you're ready to move beyond product sales to consulative relationships, Effortless Marketing is an outstanding starting point. Keep this one on your bookshelf and refer to it when you're wondering how to improve your and your firm's marketing. Customer Rating: Summary: A great resource Comment: Steve Moeller's "Effortless Marketing" has it all. From determining clients' values to overall marketing strategies and niches, Steve has thoroughly put together a great resource for the financial services industry. I have read a lot of other books over the years and this is the one that is set apart from all the others. The book is an easy read and well laid out. You can focus on a few sections at a time and begin to implement the strategies the next day. Steve has definitely fulfilled on his title. Customer Rating: Summary: The Definitive Marketing Book for Client Centred Advisors Comment: For anyone wanting to build a fee-based financial advisory practice Steve Moeller's work is required reading. I read this book for the first time in 2007 and was amazed (considering it was written almost 10 years go) how far ahead of the curve these concepts are. People here in the UK are only now starting to adopt the type of approach that Steve has been advocating for years. I have read a great many books on how to best market my financial planning business and while a number of them have been helpful this book is really the only one you will ever need. By concentrating your efforts on implementing the ideas put forward in this book it is not only probable you will dramatically increase your revenue but you will also enhance your client relationships and your enjoyment of life. Martin Turbin CFP More Reviews