The Client-Centred Financial Adviser

The Client-Centred Financial Adviser The Ultimate Guide to Building High-Trust, High-Profit Relationships and a Thriving Practice

Paperback (05 Oct 2015)

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Publisher's Synopsis

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.

Book information

ISBN: 9781909116245
Publisher: SRA Books
Imprint: SRA Books
Pub date:
DEWEY: 332.024
DEWEY edition: 23
Language: English
Number of pages: 205
Weight: 400g
Height: 219mm
Width: 157mm
Spine width: 16mm