Steve Moeller is committed to transforming the investment industry to a more client-centered focus. He helps investment advisors and financial institutions attract highly profitable clients.

Steve is a marketing and business strategist, futurist, and coach. He creates innovative business development tools and processes for his clients.

He has over 30 years of experience in marketing, sales, and business development. He uses his expertise to help financial advisors attract and retain wealthy clients—and to develop and deliver value-added programs for financial institutions.

Leadership Steve Moeller is President of American Business Visions, a publishing and training firm he founded in 1989. The company develops leading-edge marketing tools and business systems for creating highly profitable investment advisory practices. Steve and his team provide business development consulting services for investment advisors and financial institutions. The firm’s client list includes many of the “best and brightest” in the financial service industry.

Transformation Over the past fifteen years, under Steve’s leadership, his firm has developed and refined The Effort-Less Advisor coaching program. This one-year business-development program is specifically for fee-based investment advisors who want to attract and serve wealthy clients. Participants report remarkable positive transformation in their income and in the quality of their lives.

Communication  A world-class speaker and writer Steve is a frequent keynoter at major industry events. He has inspired and entertained audiences from coast to coast and from Halifax to Sydney. For a decade his monthly column, “The Business of Advice” was one of Investment Advisor magazine’s most popular features. Steve’s book, Effortless Marketing for Financial Advisors has earned rave reviews (5 stars on Amazon.com) and is helping transform thousands of financial advisors’ businesses

 Marketing  Steve Moeller began his career in the advertising industry where he specialized in direct-response marketing. In 1981 he accepted a position with an investment wholesaling organization. By building relationships with top producers, he achieved the greatest sales increase in his company’s history. He won a special award for taking his region from last place (22nd) to third in the nation—in just 18 months.

Product Development  After four years of intensive research, and six months of beta testing, Steve developed the Vision Coach Relationship Builder. This revolutionary marketing and retention system for investment advisors is based on the new science of Positive Emotions. It is a value-added, direct response system that associated the advisor with the emotional payoffs investors want from their money.

Mutual fund companies, money managers, broker dealers and investment advisors throughout North America, Australia, New Zealand and Asia are using Steve’s client-centered, value added strategies to build phenomenal businesses.

Topics

Attract and Serve Wealthy Investors with Vision Coaching
For most wealthy investors, happiness and fulfillment are more valuable than stellar performance. Learn how to use the latest research on the Science of Happiness to integrate Vision Coaching into your practice. This powerful business-development process can help you stand out in the crowded marketplace so you can attract, convert and retain appreciative, wealthy clients.
 
Discover Hidden Wealth In Your Community
Most of the real wealth in North America is hidden. But each community has its "rich niches." You won't penetrate high pay-off niches with seminars, cold calling or mass mail. Learn the secrets of relationship-based niche marketing. Discover how to identify and attract lucrative but elusive prospects. Participants profile their ideal prospects and learn how to discover and penetrate the highest pay-off niches in their communities
 
Convert Traditional Accounts to Fee-Based Business
Why has the fee-based business model become the most popular alternative with wealthy investors? Discover the benefits to you and to your clients in this session. Learn how to transition 100% of your eligible accounts to fees using a 10-step conversion process. Find out what wealthy clients really want from their advisor and how to deliver. Learn to use this sophisticated conversion process to attract new money.
 
Create Profitable Strategic Alliances with Centers of Influence
Strategic alliances are the single most powerful marketing strategy for financial professionals. Accountants, attorneys, insurance professionals, and investment bankers are prime candidates for strategic alliances-but how do you create a win-win-win situation? Learn a step-by-step process that gives you a solid foundation for building profitable long-term relationships.
 
Effort-Less Marketing for Financial Advisors
Become irresistibly attractive to "A" clients.  Learn the secrets of attracting wealthy clients with little cost or effort.  Discover the ten best affluent segments for financial advisors and how to reach them. Understand your ideal prospect's emotional motivators.  Learn five key client-centered marketing steps for building a profitable financial advisory business.  This is a fun, fast-paced presentation that beginners and experienced advisors will benefit from.
 
Position Yourself as a Client-Centered Advisor
High-net worth investors want to work with an expert problem solver, not an aggressive product pusher. Learn how to develop and use powerful positioning to communicate your benefits and payoffs effectively. Participants develop their own positioning statement and a verbal benefits statement
 
Create Your Compelling Marketing "Story" (60 minutes - 2 hours)
In this interactive session you will develop your own compelling marketing story. Participants will create a powerful "business purpose statement" that communicates their key benefits to clients and prospects. Advisors will learn how to communicate the value of their investment and insurance services without overtly selling or asking for business. Interested prospects will ask, "how can I become a client."
 
Turn Your Clients into Marketing Apostles
Your clients are the most powerful marketing force you have. Learn how to make your customers so happy that they can't help but introduce you to their friends and associates. Find out how to train your clients to look for ideal prospects who can benefit from your services. Identify the four best opportunities to get referrals from existing clients.
 
Design a Win-Win Business Model
In today's competitive marketplace, it's critical that your business run efficiently. Find out why most financial service businesses are dysfunctional and how to avoid that trap. Learn how the industry is changing and how to respond to the new opportunities. Identify the primary functions of your business and your ideal role within it. Find out how to design a win-win business model to create customers for life.
 
Create Your 90-Day Success Plan
Steve's most popular interactive session, this presentation walks participants through the strategic process of designing the ideal financial service business. Clarify where your business is currently, where you want to go and what it will take to get there. Participants leave with a 90-day action plan that is in alignment with their long-term goals.

56 Poquonock Avenue Windsor, Connecticut 06095  Voice: 800-875-2893    Fax: 860-687-1062