Effort-Less Marketing for Financial Advisors
by Steve Moeller

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Book Reviews of Effort-Less Marketing for Financial Advisors

Book Review: The Best Financial Marketing Book Ever Written.
Summary: 5 Stars

As a consultant, I have used the power of Steve's approach with many financial advisors and asset management firms across the country. It works incredibly well for both. The reason is simple; it is built on sound, fundamental marketing principles that have worked for major business around the world for years. The secret of Effort-Less Marketing is that Steve has, in his 15 plus years of experience in financial service marketing, refined and tailored these principles to meet some of the unique needs of financial service professionals.

I have personally worked with and observed many individual advisors that have seen their business skyrocket using Steve's concepts. I have also used this material to help nationally marketed asset management firms significantly ramp up distribution as well as the value of their firm.

Following the processes in Effort-Less Marketing is also "effortless" because Steve encourages and lays out specific methodologies for any advisor to build a business based on their own personal passions and their ideal clients. The book provides a truly holistic approach for financial advisors that want to build a highly profitable business that also supports their own values, lifestyle and personal pursuits. What could be better?

Steve's program is easy to understand and simple to individualize. He is one of the most organized people I have ever met. The book reflects this. Steve clearly understands the importance of systems for financial advisors and the power that results from successful implementation of approaches that work. This book will help any advisor bring clarity and organization into one of the most difficult but highest payoff areas of their business - marketing.

Effort-Less Marketing contains stories, forms and assignments that can assure any advisor of making substantial strides in their business. The support doesn't stop here. Steve's company, American Business Visions has other services and product that can support the growth of most advisors. They are the cutting edge of financial marketing. And, if you want to undergo a truly life changing experience, I strongly recommend that you look into the Effort-Less Marketing coaching program offered by Steve's company. It is a phenomenal experience. It will help you take all the information available in the book and launch your business to places and levels you never dreamed of. I know because I recently decided to re-enter that retail market place so I enrolled in the program myself.

My only caution is that if you like ruts, grinding out cold calls and hanging out in a stiff, stoic environment that is chaotic, causes stress, and gives you little satisfaction, you may want to skip this book. I personally know several advisors that are having more fun in their business and life than they could have ever imagined. Their clients are ecstatic with the service they receive and credit their advisors with help them enjoying their money more and pursue their dreams. The process can be addicting. We don't want too many happy advisors running around out there. It could ruin the public's image of financial advisors and undo the tradition of "sell product, sell product, sell product" that has been a hallmark of the financial industry.

Summary of Effort-Less Marketing for Financial Advisors

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