Customer Reviews

Effort-Less Marketing for Financial Advisors

5 star:		(63)
4 star:		(4)
3 star:		(0)
2 star:		(0)
1 star:		(3)

 

 

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.

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!

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!

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

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

This book has made an incredible difference in our financial advisory business and how we look to attract new clients. It is packed with ideas, yet humorous, well-written and easy to understand. We were spending thousands of dollars attracting clients with costly seminars. By following the steps in Effort-Less Marketing we are attracting the type of clients we want and enjoying the process!

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.

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 mgarrod@sigmarep.com

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!

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.