by Steve Moore, Gary Brooks · Wiley · tapa dura · ISBN 9780470910320
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«Ineffective Habits of Financial Advisors» is the business guide by Steve Moore and Gary Brooks, published by Wiley in hardcover (256 pages, in English).
Based on a fifteen-year consulting program led by Steve Moore, it follows Jack, a fictional financial advisor, to show the sector's common mistakes and the disciplines that correct them. It covers business analysis, strategic vision, client service, and high-net-worth client acquisition.
Originally published in 2010. Subtitle: 'A Framework for Avoiding the Mistakes Everyone Else Makes'.
For financial advisors and wealth managers who want to improve their practice and offer quality service to high-net-worth clients.
