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Ineffective habits of financial advisors (and the disciplines to break them) / Steve Moore (cop. 2011)

Públic ISBD Títol : Ineffective habits of financial advisors (and the disciplines to break them) : a framework for avoiding the mistakes everyone else makes Tipus de document : text imprès Autors : Steve Moore (1947-), Autor ; Gary Brooks (1971-), Autor Editorial : Hoboken : John Wiley & Sons Data de publicació : cop. 2011 Nombre de pàgines : 229 p. ll. : il. Dimensions : 24 cm ISBN/ISSN/DL : 978-0-470-91032-0 Idioma : Anglès (eng) Matèries : Assessors d'empresa Inversions Classificació : 701.1 Anàlisi tècnica. Anàlisi fonamental Resum : Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book: - Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships - Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues - Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client. Vista prèvia a Google Books : http://books.google.es/books?id=B4SzjgNFGfIC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 Ineffective habits of financial advisors (and the disciplines to break them) : a framework for avoiding the mistakes everyone else makes [text imprès] / Steve Moore (1947-), Autor ; Gary Brooks (1971-), Autor . - Hoboken : John Wiley & Sons, cop. 2011 . - 229 p. : il. ; 24 cm. ISBN : 978-0-470-91032-0 Idioma : Anglès (eng) Matèries : Assessors d'empresa Inversions Classificació : 701.1 Anàlisi tècnica. Anàlisi fonamental Resum : Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book: - Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships - Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues - Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client. Vista prèvia a Google Books : http://books.google.es/books?id=B4SzjgNFGfIC&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2

Exemplars

Codi de barres	Signatura topogràfica	Tipus de document	Localització	Secció	Estat	Volum	Nota
10113267	701.1 Moo	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible