Steve Moore – The Financial Game Planner

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October 1, 2010

By Bill Boehlke

SteveMoore1001Many of the seemingly harmless business habits that allow financial advisors to acquire enough clients to survive are, in reality, highly destructive to building a successful and satisfying business. Author, consultant, mentor, and former NFL coach Steve Moore knows why.

After 12 years of game planning in the NFL as an assistant coach with the Buffalo Bills, Los Angeles Rams, and Seattle Seahawks (1983-89), Moore understands the importance of vision and a well-executed plan. After stepping away from the NFL in 1989, Steve earned a master’s degree at Seattle University and became a managing director and later chief operating officer of the Pacific Institute.

In 1993, he founded Moore Solutions. This led to a decade of consulting on key initiatives at Microsoft, including long-term strategic planning with senior executives. Steve developed High Speed Strategic Planning as a product of Moore Solutions. In the past fifteen years he’s worked with more than 750 financial advisors, and in the process discovered the habits that most financial advisors make every day that ensure they remain average.
Steve’s new book, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them), tells the story of Jack, a fictional financial advisor with ineffective habits that are all too true in the real world.

The habits include:

  • Living someone else’s dream instead of your own
  • Focusing on quantity rather than on quality of clients
  • Hoarding unprofitable clients instead of disengaging them
  • Providing only investment advice rather than wealth management advice
  • Delivering investment reviews instead of wealth management reviews
  • Taking the rainmaker rather than a team approach
  • Selling to prospects instead of through clients

Book185If you’re looking for more rewarding business results, better work-life balance, and a greater opportunity for personal growth through meaningful work, and you’re willing to embrace new ways of doing business, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them) can show you how to build excellence into every client interaction, generate higher revenue per client, and transform an average career into an elite one.

The book is available at and Barnes and Noble.