Ineffective habits of financial advisors (and the disciplines to break them) : a framework for avoiding the mistakes everyone else makes
| Main Authors: | , |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Hoboken, N.J. :
Wiley ,
c2010
|
| Subjects: |
Table of Contents:
- 1. Stop living their dream and start living your dream
- 2. Stop focusing on quntity of clients and start focusing on quality of clients
- 3. Stop hoarding unprofitable clients and start disengaging unprofitable clients
- 4. Stop providing only investment advice and start providing wealth management advice
- 5. Stop delivering only investments reviews and start delivering WOW wealth management reviews
- 6. Stop the rainmaker approach and start the team approach
- 7. Stop selling the prospects and start selling through clients