The Client-centred Financial Adviser: The ultimate guide to building high-trust, high-profit relationships and a thriving practice
Book Details
Author(s)John Dashfield
PublisherSRA Books
ISBN / ASINB015YATHB8
ISBN-13978B015YATHB4
Sales Rank2,052,114
MarketplaceUnited States 🇺🇸
Description
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.
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.
