Episode 0.1 : 09/19/2016

Building an effective practice

miniseries-ep-1-header

Steve Moore

President, Moore Solutions

Host:

Matt Smith
Managing Director
BMO Global Asset Management

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Miniseries episode 1:
Building an effective practice featuring Steve Moore

In part 1 of our miniseries on building an effective practice, Steve Moore discusses the seven habits in his book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them. Matt Smith guides an overview of these seven habits and provides a framework for future episodes in the miniseries. They also discuss Steve’s career as an internationally recognized consultant to financial advisors and the unique path he has taken to get there.

In subsequent episodes, Steve will dive deeper into each of the seven topics as they relate to practice management. These include:

  1. Start living your dream
  2. Focus on quality clients
  3. Stop hoarding unprofitable clients
  4. Stop providing only investment advice
  5. Deliver WOW client reviews
  6. Team approach vs rainmaker approach
  7. Start selling through clients

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