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Type of bind: Paperback
Dewey Decimal Number: 332.6
EAN num: 9780967205908
ISBN number: 0967205905
Label: Amer Business Visions
Manufacturer: Amer Business Visions
Page Count: 395
Printing Date: October 08, 1999
Publishing house: Amer Business Visions
Sale Popularity Level: 43164
Studio: Amer Business Visions
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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 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.
User popularity level:
Rated by buyers -
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.
Rated by buyers -
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.
Rated by buyers -
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.
Rated by buyers -
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 subsequent day. Steve has definitely fulfilled on his title.
Rated by buyers -
For anyone wanting to build a fee-based financial advisory practice Steve Moeller's work is required reading.
I read this book for the very 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
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