The Client-centred Financial Adviser : The ultimate guide to building high-trust, high-profit relationships and a thriving practice Paperback / softback
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.
- Format: Paperback / softback
- Pages: 192 pages
- Publisher: SRA Books
- Publication Date: 05/10/2015
- Category: Personal finance
- ISBN: 9781909116245