This book is very well written and the ideas are practical and easy to implement to any practice.
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.
I would recommend this book to any financial advisor whether new to the business or a seasoned veteran.
He could have written it in half as many pages. Good tips on choosing your market audience and prospecting to them.Published 12 months ago by Magical Dragon
I'm a newer Advisor with the desire to build my business the right way. I always hear stories about advisors saying, if they had known then what they know now they would have done... Read morePublished on April 5, 2012 by Sokoni Scott
This book is an excellent tool for developing business relationships. I am new to financial services and I cannot stress enough how much a client-focused approach has improved my... Read morePublished on April 5, 2012 by Hunter
I first bought this book in 2007 and have read it and re-read it many times. It has been a great guide to the practice I have always wanted. Read morePublished on March 7, 2011 by Scott Danner
I am a relatively new financial advisor and was looking for some suggestions other than cold calling to get clients when I bought this book. I found it. Read morePublished on August 3, 2010 by J. McCoy
This book will make you money! If you have an open mind and are willing to commit to changing the paradigm of what you already learned, you will enjoy the lifestyle that you have... Read morePublished on November 25, 2009 by IAR
You could summarize this book in a paragraph, same advice as you've heard many times. Old saying of there being no magic bullet applies. Pass on this.Published on August 25, 2009 by The Kid
After 8 years in the financial services industry, a friend introduced me to this book. Over the last 7 years I have been applying Steve Moeller's principles and marketing... Read morePublished on June 3, 2008 by Nathan Mersereau
Steve provides a clear, concise, no nonsense approach of how to be successful in the financial services industry. Read morePublished on June 3, 2008 by D. Cook