The client-centred financial adviser : the ultimate guide to building high-trust, high-profit relationships and thriving practice / John Dashfield.

Format:

Book

Author/Creator:

Dashfield, John, author.

Language:

English

Subjects (All):

Financial planners.

Investment advisors.

Financial services industry--Customer services.

Financial services industry.

Physical Description:

1 online resource (205 pages)

Place of Publication:

[Place of publication not identified] : SRA Books, 2015.

Summary:

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.

Notes:

Description based on print version record.

ISBN:

9781909116252

1909116254