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Showing 1-10 of 17 reviews(5 star)show all reviews
13 of 13 people found the following review helpful
on November 27, 2010
In 2001, my six year old practice was humming along. I thought I was near breaking through to a better time when I would be a step ahead instead of three steps behind every day. I thought I just needed to pack a few more clients into the practice, and work a little harder, while the market climbed another thousand points. Then I would be living the dream.

At this point, I sat for 90 minutes in a conference session where Steve Moore unpacked the INeffective Habits of Financial Advisors. He held up a mirror where I saw myself. I suddenly understood why another year of the same was not going to bring the practice under control. He showed me how my INeffective Habits would yield INeffective results with a practice that would never find equilibrium.

Under Steve Moore's teaching, I have moved the practice focus from Quantity of Clients (nearly 400) to Quality of Relationships (roughly 100). We have improved our Wealth Management Services to clients while improving business fundamentals such as revenue and profitability per client.

If you are currently wrestling with a practice that, from the outside, looks successful ("the company's dream"), but from the inside seems too chaotic, you must read this book. The welfare of your clients, your team, and yourself will best be served by looking in the mirror and changing the INeffective Habits that all too common in investment advice practices. As a former NFL Coach, Steve will coach you through the drills that yield the results you want for the rest of your career.
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7 of 7 people found the following review helpful
on November 15, 2011
If I can recommend only one book to read for financial advisors it would definitely be this book. The book specifically lists STEP BY STEP what you should do for you, your clients, and your clients' reviews. GET THIS BOOK NOW, I have read so many great sales books, and this definitely comes at the top when talking about wealth management. Nothing comes close in adding value. In addition to this book, get Russ Alan's High Net Worth Psychology, these two go hand by hand as a great combination.
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7 of 8 people found the following review helpful
on January 15, 2011
Steve's book is really all about helping people . Helping Advisors to become more effective so that they are happier and more productive and in turn do a better job for their clients ! That's what it's all about . The "Coach" has put together a practical and common sense approach for Advisors to take to improve the profitability of their practices and to improve their own satisfaction . The "Advise Business" is all about helping people achieve their dreams . This book supports that noble objective and should be read by all advisors who are interested in improvement .
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2 of 2 people found the following review helpful
VINE VOICEon September 3, 2012
Steve Moore discusses the importance of focus and direction in your financial advisory practice in this book written for advisors. The ineffective habits discussed by Moore are fundamental for any professional services practice -

* Focus on quantity instead of quality of clients
* Not focusing on team service - making it all about "me"
* Not disengaging problem or unprofitable clients
* Focusing on prospecting rather than referral based business
* Working for the "firm" and not following your needs and desires

Moore then provides a series of approaches, habits and checklists to help transform or break these bad habits and develop winning ones. The book is easy to read, and full of stories and anecdotes that bring home the author's points effectively.

There are other books out there on the subject, and some are a bit better in my opinion, such as the "Million Dollar" series. However, you will not go wrong by buying and reading this book. There is a lot to glean here - including techniques that apply to all professional services, not just wealth advising.
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2 of 2 people found the following review helpful
on November 21, 2010
Having had the privelege of participating in one of Steve Moore's High Speed Strategic Planning programs I can personally attest to the positive results that Steve's wisdom, guidance, and coaching provides. Ineffective Habits of Financial Advisors is "The Playbook" for success in the Investment Advisory industry. This book is well written and thoroughly researched. Steve's knowledge, experience, and insight from coaching 100's of Financial Advisors shows clearly in this well organized book. (The chapter summaries identifying "key points" are extremely helpful in reviewing the material.) This is the best book I have ever read about how to grow and maintain a thriving practice in the financial services industry. I strongly recommend this book to all financial advisors wishing to improve themselves in their profession.
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4 of 5 people found the following review helpful
on November 3, 2010
I've read this book and have personal experience seeing financial advisors transform their businesses (and their lives for that matter) after applying these principles. INeffective Habits takes the guesswork out of building a successful financial advice practice. If you are a financial advisor, this book should be your roadmap to a more effective and successful practice. I found it to be clear, concrete, and credible.

Each concept is clearly and concisely explained, without a lot of filler that I don't have time for. The chapter summaries make it easy to refresh in a matter of minutes. However, concepts are useless without instructions on how to use them in real-life situations. Each concept is accompanied by concrete instructions for how to put them into practice. There are templates with examples that are ready to use. What a time saver!

Finally, these methods are proven. Moore has a track record of success. Hundreds of financial advisors have road tested his methods. This stuff works if you have the discipline to follow it. Only serious advisors should read this book.
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2 of 2 people found the following review helpful
on November 20, 2010
Steve Moore captures the essence of what it takes to build a saleable, sustainable and very profitable Wealth Management Business in this book. You'll find some of the best practices which you can easily apply to your business of Managing Wealth for your clients if you'll read and apply the principles in this book.
I've seen firsthand what happens when Advisors get serious about the Business of running their practices. This book should become your playbook for running your business. Rich Jasper
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1 of 1 people found the following review helpful
on July 16, 2012
I have never had the pleasure of attending a seminar by the authors nor have I met them. I am a 20 year veteran of the indusrty with a production level well north $1mm and I think this book is fantastic. My staff and I are in the process of revamping several of our systems based on this incredible book. Well thought out, presented in great detail and full of powerful ideas and techniques. I read every book I can on the financial services industry and this is the best for a veteran advisor. Tested in the Trenches is also an outstanding read, but this book tops them all. Do yourself a favor and read this book and have your entire staff read it with you.
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1 of 1 people found the following review helpful
on November 14, 2010
Steve Moore understands how to make an advisory practice hum. His book is a good resource for new advisors building a practice and experienced advisors who can benefit greatly from revisiting good advice. Everyone engaged in financial services should put this on their required reading list.
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2 of 3 people found the following review helpful
on December 10, 2010
If you are tired of your financial practice running you into the ground, then this book is a must read. First, you must be dissatisfied with the current state of your practice or change will not happen. If you are open to change, and follow Steve's process - you will have a more enjoyable practice that is both more profitable and better serves those clients you work with.

I have been fortunate to attend Steve's High Speed Strategic Planning sessions and the teachings have changed my life. The concepts are really quite simple, but when you put them all together and bend to the discipline of execution, your life will change dramatically. Your clients deserve better, and so do you. You will learn how to manage your clients, and your time by reading this wonderful book.
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