The Client-centred Financial Adviser
The ultimate guide to building high-trust, high-profit relationships and a thriving practice
Business & Finance, Human Resources & Personnel Management, Training, Finance & Investing, Finance, Management & Leadership
| Author: | John Dashfield | ISBN: | 9781909116252 |
| Publisher: | Sue Richardson Associates Ltd | Publication: | October 5, 2015 |
| Imprint: | SRA Books | Language: | English |
| Author: | John Dashfield |
| ISBN: | 9781909116252 |
| Publisher: | Sue Richardson Associates Ltd |
| Publication: | October 5, 2015 |
| Imprint: | SRA Books |
| Language: | English |
Are you ready to discover the secret to thriving in today’s fee-based financial services environment?
The old transactional, sales-based approach is fast becoming defunct. The real key to outstanding success as a financial adviser is helping your clients get more of what they really want from life.
John Dashfield shares a revolutionary new paradigm in psychology that clearly
demonstrates that your state of mind is the most significant factor in creating a growing, prosperous and sustainable ‘Client-centred’ practice.
This book will help you build exceptionally strong, high-trust and mutually profitable client relationships; conduct powerful client conversations; become comfortable and effective when discussing fees; effectively engage new clients and re-engage existing ones; eliminate stress and increase your everyday enjoyment and fulfilment.
Are you ready to discover the secret to thriving in today’s fee-based financial services environment?
The old transactional, sales-based approach is fast becoming defunct. The real key to outstanding success as a financial adviser is helping your clients get more of what they really want from life.
John Dashfield shares a revolutionary new paradigm in psychology that clearly
demonstrates that your state of mind is the most significant factor in creating a growing, prosperous and sustainable ‘Client-centred’ practice.
This book will help you build exceptionally strong, high-trust and mutually profitable client relationships; conduct powerful client conversations; become comfortable and effective when discussing fees; effectively engage new clients and re-engage existing ones; eliminate stress and increase your everyday enjoyment and fulfilment.
