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The Client-Centred Financial Adviser: The Ultimate Guide to Building High-Trust, High-Profit Relationships and a Thriving Practice
John Dashfield
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Description for The Client-Centred Financial Adviser: The Ultimate Guide to Building High-Trust, High-Profit Relationships and a Thriving Practice
Paperback. This book is for financial advisers; it discusses states of mind and how this can be used to help the financial adviser give better care and service to clients. BIC Classification: VSB. Category: (G) General (US: Trade). Dimension: 235 x 156 x 27. Weight in Grams: 398.
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.
Product Details
Publisher
Right Book Press
Place of Publication
, United Kingdom
Shipping Time
Usually ships in 5 to 9 working days
About John Dashfield
John Dashfield is a transformational coach, mentor and writer specialising in working within the financial services sector. He brings a new, fresh and unique approach to helping financial advisers deliver exceptional value to clients and create a thriving, successful business.
Reviews for The Client-Centred Financial Adviser: The Ultimate Guide to Building High-Trust, High-Profit Relationships and a Thriving Practice
'John's book articulates, in a highly accessible way, what is right at the heart of being a "client-centred" adviser. He takes you beyond techniques and into a deeper understanding of why our way of being is the most important factor in creating high trust relationships. If you want to make a bigger impact with your clients then absorb what this book reveals to you and enjoy the results.'
Simon Booth, Managing Director, Chartered Financial Planner, Foresight Independent Financial Planning