Creating Value through Effective Relationships

Many surveys identify troublesome personal relationships and poor communication between clients and financial advisors as the main causes of client dissatisfaction. Based on the author’s academic training and 20 plus years’ experience in educating financial advisors and planners in North America and the Middle East, Creating Value explains and demonstrates the communication and relationship skills needed to create dynamic client relationships in which clients trust their financial advisors’ ability to understand their concerns and create value for them. This book is based on sound principles and full of examples to help financial advisors develop effective relationship and build client loyalty.