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Summary: Very exciting.
Review: A very exciting book to read. Be prepared to restructure your entire business model after reading it. It will cause you to focus in and gain a lot of clarity on the type of financial advisor you with to be and the type of clients you wish to work with. It isn't just a conceptual book. It includes good details on how to implement the ideas.
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Summary: Effortless Marketing - Worth the effort
Review: As someone who has been running direct mail and telemarketed public seminars for nearly six years, "Effortless" was a real eye opener for me. I have found most of Steve's observations to be true about the tough road and dwindling results of the public seminar route. To actually impliment an effortless marketing plan does require effort, particularly in getting through the processes of establishing personal and business vision and plan. I'm just at the point of beginning to conduct "A" client interviews, but I am convinced, as a have reviewed other systems that contain some of Steve's concepts, that the results will be practice-changing. I have already had the thrill of discarding "C" and "D" prospects in the first interview, realizing they would be high maintenance, low reward clients. For me the bottom line is the low cost of putting the plan into practice, without having to continue the high marketing costs of seminar marketing or prospecting systems. Steve Moeller has captured what it takes to radically change a practice and move it into the next century (sic)
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Summary: GIVE US SOME NEW IDEAS!!
Review: Back to the basics! This book would have broader appeal if it had more than just the basic ideas that everyone in the business is already pursuing.
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Summary: The Best Financial Marketing Book Ever Written.
Review: Effort-Less Marketing for Financial Advisor by Steve Moeller is simply the most powerful material ever presented on marketing the Number One investment service that wealthy clients seek more than anything else - a relationship with a trusted advisor. Advisors that learn and practice Steve's methods for developing a vision of success, identifying ideal target markets and positioning to attract the most desirable clients in their area will be stunned at their effectiveness. Beyond that they will love the enjoyment and satisfaction that it will bring to their personal and professional life.As a consultant, I have used the power of Steve's approach with many financial advisors and asset management firms across the country. It works incredibly well for both. The reason is simple; it is built on sound, fundamental marketing principles that have worked for major business around the world for years. The secret of Effort-Less Marketing is that Steve has, in his 15 plus years of experience in financial service marketing, refined and tailored these principles to meet some of the unique needs of financial service professionals. I have personally worked with and observed many individual advisors that have seen their business skyrocket using Steve's concepts. I have also used this material to help nationally marketed asset management firms significantly ramp up distribution as well as the value of their firm. Following the processes in Effort-Less Marketing is also "effortless" because Steve encourages and lays out specific methodologies for any advisor to build a business based on their own personal passions and their ideal clients. The book provides a truly holistic approach for financial advisors that want to build a highly profitable business that also supports their own values, lifestyle and personal pursuits. What could be better? Steve's program is easy to understand and simple to individualize. He is one of the most organized people I have ever met. The book reflects this. Steve clearly understands the importance of systems for financial advisors and the power that results from successful implementation of approaches that work. This book will help any advisor bring clarity and organization into one of the most difficult but highest payoff areas of their business - marketing. Effort-Less Marketing contains stories, forms and assignments that can assure any advisor of making substantial strides in their business. The support doesn't stop here. Steve's company, American Business Visions has other services and product that can support the growth of most advisors. They are the cutting edge of financial marketing. And, if you want to undergo a truly life changing experience, I strongly recommend that you look into the Effort-Less Marketing coaching program offered by Steve's company. It is a phenomenal experience. It will help you take all the information available in the book and launch your business to places and levels you never dreamed of. I know because I recently decided to re-enter that retail market place so I enrolled in the program myself. My only caution is that if you like ruts, grinding out cold calls and hanging out in a stiff, stoic environment that is chaotic, causes stress, and gives you little satisfaction, you may want to skip this book. I personally know several advisors that are having more fun in their business and life than they could have ever imagined. Their clients are ecstatic with the service they receive and credit their advisors with help them enjoying their money more and pursue their dreams. The process can be addicting. We don't want too many happy advisors running around out there. It could ruin the public's image of financial advisors and undo the tradition of "sell product, sell product, sell product" that has been a hallmark of the financial industry.
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Summary: Steve Moeller is a marketing Guru
Review: Effort-Less Marketing is a must read for any Financial Advisor that is looking to grow their business in today's challenging market environment. Steve Moeller's ideas and philosophy are unique and are centered around the client and their most important needs and values.
This book is very well written and the ideas are practical and easy to implement to any practice. I know that Steve is working on some new and exciting marketing strategies and will be coming out with a new book in the near future. Take your practice to the next level with Effort-Less Marketing and use Steve Moeller as a your resource to grow your business. Looking forward to a great 2005!
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Summary: This book changed my life and our business model
Review: Effort-Less Marketing walks you through 5 steps to a super profitable business and a wonderful life. This book has changed my life in many ways. I really did not have a vision of where our company was headed until I read Steve's book. Everyday I now work on the vision of my future life along with our companys. There are many great tools in this book to help anyone that is just getting started in the industry or someone who has been in the business for years. The tools help organize you so that implementation is very easy.
Kim Dale
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Summary: effortless marketing for financial advisors
Review: Extremely helpful in systematizing marketing efforts, and focusing in on the right type of client and strategic alliances.
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Summary: Make more, have more fun, work & worry less
Review: For 10 years in this business I heard about the power of focusing in on a niche. But I always resisted, thinking about the clients I might miss who weren't part of the niche. Effort-Less Marketing not only convinced me to develop a niche market, it gave me a system for doing it. Using ideas from the book, over the past year my niche has got narrower and my productivity has increased. Not only that, I have lot more fun. Get this book!
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Summary: SIMPLY THE BEST!
Review: I am a student of marketing, and here to now thought myself expert at marketing and sales as re financial services. The bad news is that I am working at only a fraction of my potential. The good news is that through this work my eyes are opened to possibilities un-dreamed of. This ephiphany of a book Steve has penned will change my life, my family's life, my customer's lives in such a profound way that I will never fully be able to say "Thank You Steve Moeller!" strongly enough. Laron "D" Shannon III, MBA, LUTCF, MDRT (COT) Managing Partner The Estate and retirement Planning Center, LLC
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Summary: Must have for Financial Practitioners
Review: I brought this book to a financial planning conference that I attended last year, intending to read it during "down time." I never got the opportunity, since my colleagues were borrowing it right and left. They thought that it was the most valuaable marketing book ever written for the financial professional. Since then I have had the time to read it more thoroughly, and, after using some of his strategies, I quite agree. There are hundreds of current practice books for the financial planner but this is the rare book that fills a marketing void. It is practical and well written. Worth the time as well as the cost if you are responsible for your own rainmaking.
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