Rating: 
Summary: Solid
Review: I found this book to be helpful. It is a better read for an established advisor than it is for a relatively new advisor. It does take time to reap the benefits of the system.
Rating: 
Summary: Effortless Marketing
Review: I found this to be the most helpful marketing book by far that I have read in 20 years of being a financial advisor. I only wish someone had handed me this book my first day in the business, since it would have cut years and years off my learning curve.
The book is very practical, insightful, and offers strategies that are both easy to understand and implement.
Best of all, the book is a guide not only as to how to prosper in the financial services profession, but how to make it an enjoyable process-with some useful applications to life in general.
Buying this book is positively the best investment per dollar spent that I have ever made in my efforts at business development.
Rating:
Summary: A Marvelous Cook Book on How to Succeed!
Review: I have been a practicing securities attorney for over 30 years. My clients are faced with daunting challenges in raising their capital. Over my career I have met most of the experts in capital formation. I met Steve Moeller 20 years ago when I heard him present to a room full of financial wholesalers. Steve knew more about the business than anyone I had ever met. When I found out about his book - Effortless Marketing - I immediately secured my copy and poured through it. I do not know how Steve does it, but he is the master at communicating to professionals strategies and tactics in easy-to-understand ways. More importantly, I think Effortless Marketing explores deeply the ins and outs of the secrets of great financial advisors. The professional advisor studying this book should be confident that he/she is getting the best there is. Steve has not left anything out of this book. It is so rare to find such sophisticated material made so easy. This is a cookbook of how to succeed. It is full of checklists to real life stories that validate Steve's advice. As a writer myself, I know how hard it is sometimes to provide both the easy-to-use and sophisticated material. Steve knows how to do it.
This book should be every financial advisor's desktop reference manual. The master has written from his actual experiences, of his 200 plus clients, and thousands of students. Steve writes from his heart and is the original business writer who kicked off into high gear the whole "right brain"/"write from your soul" movement.
Signed,
Mark Long
San Diego, CA
Rating:
Summary: Best Book for Advisors Available
Review: I have been in the investment industry for 28 years. I have had the best training available through three major brokerage firms. Steve and his book have ideas and concepts way ahead of where the industry is today. Steve's techniques are truly effortless and have transformed my business and my life. Effortless Marketing is a must read for anyone interested in staying on the cutting edge of the financial services industry.
Tom Hardin, CMT,CFP
Rating:
Summary: Transform your business
Review: I have followed Steve's work since 1997 and this book puts it all together. I have several of his systems and have participated in coaching and this book can transform your business and life. At the very least it will illuminate the issues that must be addresed for the next generation of financial advisors. If you follow the steps in the book you will begin to create a business with a higher reward than just better income. Every advisor should read this book.
Rating:
Summary: He walks his talk!
Review: I have had the luxury of getting to know Steve on a first hand basis ever since this book was recommended to me! In his book he shares with you all of the meat you should incorporate into your business right away! Combine reading the book and following it with contacting him to talk with him one on one and perhaps attend a workshop. The book is easy to follow and is essential to crafting your business around a marketing angle as opposed to a sales approach. It gives you direct insight so you can better understand what marketing is and how to customize your business plan in an effective manner very quickly. I would start reading is asap if you want to get put a plan in place that will help you build a successful financial career! He has done the heavy lifting for you and you can start implementing the steps he outlines right away. Have fun!
Rating:
Summary: Client Centred Focus All the Way!
Review: I have read many of the "marketing" books available for financial advisors, and this one is at or near the top of my favourite list.For advisors interested in a client-centred, non-transaction oriented approach, it will be a great resource. For "old style", transaction oriented brokers, save your money. This book is directed to those advisors who put their clients first, and benefit by taking the high road. Much better than books like Ainsworth's - How to be a Successful Broker and Deena KAtz's Practice MAnagement. (which I do not particularly recommend). Moeller's book is a good complement to Murray's Excellent Investment Advisor, as a section on mission statement (business and personal) sets the stage to incorporate your business beliefs with your values to your client's benefit.
Rating:
Summary: Client Centred Focus All the Way!
Review: I have read many of the "marketing" books available for financial advisors, and this one is at or near the top of my favourite list. For advisors interested in a client-centred, non-transaction oriented approach, it will be a great resource. For "old style", transaction oriented brokers, save your money. This book is directed to those advisors who put their clients first, and benefit by taking the high road. Much better than books like Ainsworth's - How to be a Successful Broker and Deena KAtz's Practice MAnagement. (which I do not particularly recommend). Moeller's book is a good complement to Murray's Excellent Investment Advisor, as a section on mission statement (business and personal) sets the stage to incorporate your business beliefs with your values to your client's benefit.
Rating:
Summary: Essential Material for the Client-centered Financial Advisor
Review: I have read this book several times, attended the personal coaching sessions, and have applied the principles prescribed in this book to become a "client-centered" financial advisor. Steve gathers material and ideas from some of the best minds in the financial services industry and combines them with his own original marketing concepts to deliver the premier book for financial advisors dedicated to long-term success in the business. Application of the ideas in this book will propel you to become a vision vanguard for a higher level of performance and vision. The book is a complete guide from beginning to end on how to set yourself apart from the old way of transaction-based relationships to the more client-centered fee-based relationships, which is a long-term "win, win" situation. Buy it, read it, and apply it, you won't regret it.
Rating:
Summary: Essential Material for the Client-centered Financial Advisor
Review: I have read this book several times, attended the personal coaching sessions, and have applied the principles prescribed in this book to become a "client-centered" financial advisor. Steve gathers material and ideas from some of the best minds in the financial services industry and combines them with his own original marketing concepts to deliver the premier book for financial advisors dedicated to long-term success in the business. Application of the ideas in this book will propel you to become a vision vanguard for a higher level of performance and vision. The book is a complete guide from beginning to end on how to set yourself apart from the old way of transaction-based relationships to the more client-centered fee-based relationships, which is a long-term "win, win" situation. Buy it, read it, and apply it, you won't regret it.
| 
