Effort-Less Marketing for Financial Advisors

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Summary: This is THE marketing book for financial advisors.
Review: Steve Moeller has one of the brighest marketing minds in the financial services industry today. If you are a financial advisor and want to improve the quality of the relationships you have with your clients, and create a wonderful life for yourself - this is the book to buy, read, and study. Better yet, enroll in his coaching course. Steve's ideas and strategies can change your life for the better!

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Summary: Best marketing book That I have ever read.
Review: Steve Moeller wrote one of the best marketing books that I have ever read. Effort-less Marketing for Financial Advisors details step by step, the process on Marketing your services to high-net worth clients. He teaches you on determining which groups of people to target. In my mind, every financial advisor should run their practice the way Steve Moeller explains in his book.

Thank you Steve,

Michael Hall
American Express Financial Advisors

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Summary: A "How To" book for financial advisors
Review: Steve Moellers book provides a template for financial advisors to follow if they are serious about growing their business. Although advisors may benefit more by hiring Mr. Moeller as a consultant, this book is an excellent resource for the "do-it-yourself'er" or the advisor that simply wants to focus on specific elements of business improvement i.e. image, publicity, marketing etc.

Especially valuable for those advisors who focus on "the sale", and neglect the 4 critical steps that lead up to that event.

I will continue to use the book as a reference in my annual business planning process.

Mark Garrod The Practical Investor, LLC [e-mail]

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Summary: A Flash of Insight
Review: Steve provides a clear vision of how to build a fee based practice using a step by step process. Over the past two years I have read several books and attended many business building workshops. None have been as productive as reading this book. Steve's approach is simple but profoundly effective. It's like a flash of insight.

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Summary: Become a "Client-Centered" Advisor!
Review: Steve's book captures the true essence of how advisors can position themselves as real "Client-Centered Advisors". This book summarizes the knowledge that he has gathered over the many years he has spent working with hundreds of advisors all over the country. By utilizing the principals and techniques taught in this book, you can speed up the learning curve of building a highly successful wealth management practice! This book is very well-written and is easy to follow along to. It summarizes the highlights and allows you to easily go back to the sections that need further refining. If you truly want to take your practice to the next level, buy this book, implement it, and use Steve as a resource to help further expand and build your business over time.

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Summary: Effort-Less Marketing for Financial Advisors
Review: Steve's book helped me get a clear picture of what I want my life to look like, what I want my business to look like and the types of clients I want to work with. The book gave me the knowledge to put together a plan and a process to transition my business to fee-based asset management. I am confident that 2002 will by far be my best year financially, spiritually and personally. Thanks.

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Summary: The best book in the business
Review: Steve's book in truly outstanding. It was so good that I enroled in his effortless trainning program and I recomend that you do too. It is well worth the money. His view on marketing and selecting the right clients are very clear and easy to follow. Ever since reading Steve's book I have had a clearer visoin of my Financial Planning Practice and who I want to work with. It does not happen over night but it happens over time. I am going up to Vermont this weekend and I am going to put the ski's away and read the book again!

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Summary: Excellent resource!
Review: Steve's book is one of those rare gems that assist an advisor in a number of ways:
1. a step-by-step guide on how to transition to fee-based and position yourself as a resource for monied people
2. a workbook that helps you identify key niche markets that you will want to seek out and wrok with
3. a motivational resource. Steve challenges you to think about the big questions in life and design your business (and life) around what you want to get out of life and your business...not just how to sell more.
...Great job Steve - you've helped me continue to become more successful!

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Summary: Valuable Reference Tool
Review: Steve's book provides advisors with new school marketing techniques. Once you finish reading the book, it all comes together and makes perfect sense. Marketing doesn't have to be pulling teeth if you follow some of his proven step by step strategies. Before you go and spend thousands of dollars on advertising or mail drops, read the book and go back to your client practice.

Rating:
Summary: Poorly done
Review: There are much better books out there. This book is so basic, that even a rookie is probably too advanced for these simple techniques.