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 with Steve, while in subsequent episodes of the miniseries they’ll go into detail on each of the seven habits. They also discuss Steve’s career as an internationally recognized consultant to financial advisors, and the unique path he has taken to get there.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/building-an-effective-practice/.