Episode 0.2 : 09/26/2016

Start living your dream

header-minisieries-ep2

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 2:
Start living your dream

In part 2 of our miniseries on building an effective practice, Steve Moore discusses the first habit in his book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them. Matt Smith guides a discussion on the first topic, which is all about starting to live your dream, and creating win-win results that benefit client and advising business alike.

In this episode:

  • Developing a purpose statement
  • The similarities between football and advising
  • How to set business goals for your advising practice
  • The characteristics of effective goals
  • Creating effective guiding principles

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