Summaries and Customer Reviews are supplied by Amazon.com

Average Customer Rating:

A Marketing Solution That Works!

Customer Rating:

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 methodology. I am just getting around to saying "thank you" for this book. My professional and personal life has been transformed thanks to Steve's message. I would highly recommend this book to anyone who desires to incorporate proven, authentic strategies into their business. Applying these strategies will yield highly profitable business results and more importantly, a balanced and fulfilled life.

A Professional Approach in a Dysfunctional Industry

Customer Rating:

Steve provides a clear, concise, no nonsense approach of how to be successful in the financial services industry. His approach is well thought out, professional, and sorely needed in a somewhat dysfunctional industry. It provides me, as a new advisor switching careers, confidence that I can be myself and succeed in this business. Effortless Marketing is a must read for anybody trying to truly distinguish themselves in the independent financial advice and asset management businesses.

Want to grow your FA business? Read This Book

Customer Rating:

If you are attempting to grow you Financial Advisory business, this classic writing has new age advice that will ease the burden of identifying better ways to grow your client base. If you are an active producer, plan on coming back to this book periodically for it is loaded with those little pearls of wisdom that only someone who has been there and done that can convey so well. If you are a manager looking for ways to improve your associates' closing rates, read this and become the teacher. Unlike many "sales manuals" Effortless Marketing focuses on becoming in touch and happy with one's self and using that awareness to focus on what your prospective client wants...competent advice of course, but more...a connected, emotionally present advisor. If you're ready to move beyond product sales to consulative relationships, Effortless Marketing is an outstanding starting point. Keep this one on your bookshelf and refer to it when you're wondering how to improve your and your firm's marketing.

A great resource

Customer Rating:

Steve Moeller's "Effortless Marketing" has it all. From determining clients' values to overall marketing strategies and niches, Steve has thoroughly put together a great resource for the financial services industry. I have read a lot of other books over the years and this is the one that is set apart from all the others. The book is an easy read and well laid out. You can focus on a few sections at a time and begin to implement the strategies the next day. Steve has definitely fulfilled on his title.

The Definitive Marketing Book for Client Centred Advisors

Customer Rating:

For anyone wanting to build a fee-based financial advisory practice Steve Moeller's work is required reading. I read this book for the first time in 2007 and was amazed (considering it was written almost 10 years go) how far ahead of the curve these concepts are. People here in the UK are only now starting to adopt the type of approach that Steve has been advocating for years. I have read a great many books on how to best market my financial planning business and while a number of them have been helpful this book is really the only one you will ever need. By concentrating your efforts on implementing the ideas put forward in this book it is not only probable you will dramatically increase your revenue but you will also enhance your client relationships and your enjoyment of life. Martin Turbin CFP