Rating: 
Summary: Well-written, well-thought, and well worth the investment
Review: I ordered about 15 of the top books on marketing and selling financial services to assist me in creating my business plan for my own financial planning practice. Steve's book stood out from the rest. It is filled with practical advice that one can easily adapt and follow in a step-by-step process flow, which is exactly what I did. In a world in which traditional marketing techniques like direct mail and cold calling have very low yields, his research interview approach to networking has been fabulously successful for me. It is non-threatening and generates a bounty of information while tightening the client-planner bond. Perhaps the most important to me was the chapter on defining an ideal client profile. I was able to adapt a few of those almost without change in an effort to create a narrow and deep focus. All in all, a tremendously valuable, excessively dog-eared guide that is the perfect mix of the theoretical and the practical. Real meat in this book! I can't wait to buy his next book.
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Summary: Excellent book!
Review: If you are interested in developing a fee-based financial planning practice and want to get away from traditional mass-marketing approaches, this book is for you. Steve Moeller presents a step-by-step approach on how you can develop this type of practice. The key is to develop a more client-centered approach to doing business whereby you attract the types of clients you want rather than "advertising" for them. Steve shows you how to do this. Steve's emphasis on building a better quality life for clients and advisors by focusing on what is really important in our lives struck a chord with me. Highly recommended!
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Summary: An inspiring book for building a fee-based business.
Review: In Effortless Marketing, Steve Moeller puts his extensive experience in the financial services industry into words and actions that every financial advisor can use. Open this book to any page and a gem of an idea appears. It is well detailed with specific examples, ideas, suggestions, and process which turn people into prospects and prospects into clients for life. It will motivate and inspire every financial advisor to be a HUGELY SUCCESSFUL financial advisor. Clearly written, it is useful to the newcomer and the experienced professional alike. Effortless Marketing overflows with industry-specific examples of how to grow, nurture, and maintain a fee-based advisor business with elated and satisfied clients who bring referrals to you! As our industry evolves, Steve Moeller helps the financial advisor successfully transition from selling products to building relationships. If you are looking for ways to build your business to levels that exceed your expectations then you must own, read, and reference this book!
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Summary: Whatever your profession, you should read this book!
Review: Moeller makes a persuasive case for a client-centered marketing approach. Seemlessly weaving the theoretical with the practical, he provides concrete examples of how to cultivate the relationships necessary for a thriving, client-centered business. Although written for financial advisors, this book's principles apply to any profession in which success demands a strong client relationship. I am an attorney (and not a financial advisor). Nevertheless, client-centered marketing is crucial to my practice. I recommend this book to all professionals.
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Summary: Business Booster
Review: My husband is an investment advisor. I can tell the difference amongst his investment advisor colleagues who have read Effortless Marketing from those who have not. All who have, now enjoy a fruitful business with clients they love to work with.
After seeing this phenomenon I decided to read it myself. I found Effortless Marketing clearly written and easy to follow. Being a marketing director for a consumer products manufacturer, I learned unique concepts that I could use in my industry as well. For the investment advisor this book is packed with easy to use industry specific tools to grow your advisory business and increase assests under management.
My husband and I are thankful for discovering this gem.
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Summary: New Way To Gather Assets
Review: Nice book that explains the difference from being a hunter/gatherer and a farmer. Hunters are the dinosaur wheelin dealin stockbrokers from the 80's and early 90's that signed up every account they could muster without much thought of tomorrow. Farmers take their time and cultivate a rich harvest of prospects that will sustain them for many decades. This book helps you become a farmer. Good Luck!
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Summary: We Can't Help But Be Successful With This Strategy!!
Review: Our money management team just read Steve Moeller's Effort-Less Marketing, and are anxious to begin implementing these excellent strategies. We have invested many years into developing an asset allocation system that consistently out-performs the market, but we haven't been able to get in front of enough people to show them how it will improve their lives. Now we have the "hook" we've been looking for. I'm so excited about these techniques and I truly believe they will help us reach our personal and professional goals. Thanks Steve - we'll keep you posted!
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Summary: Effort-Less reading to a succesfull business
Review: Steve has captured the essence of building a succesful advisory business in this day and age. The keys of visualizing your future, creating a process to get to that future, and how to get the right clients to make your future come true are what is discussed in detail in the book. Steve also follows up with additional resources through an email newsletter, his website, and more so that you can utilize the book to it's utmost. If you have been torn on how to create the business you really want, this book will take you through the process that you need to cover! I can't recommend it enough!
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Summary: Essentials to Wealth for Financial Advisors
Review: Steve Moeller doesn't miss a beat. His progressive approach to marketing to the wealthy is phenomenal. Becoming a client centered advisor is the best way to go. I really enjoy the process of helping others to achieve their goals. This book has opened my eyes to a whole new way to create wealth in the financial services industry. "Effort-Less Marketing" is well organized, easy to read and is chock full of information. This is THE textbook on everything you ever wanted to know about having fun, making a difference and creating a fabulous income.
Rating:
Summary: Great guide for marketing
Review: Steve Moeller has a unique system of managing referrals. It is a must read for financial advisors.
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