The Client-centred Financial Adviser (Paperback)

John Dashfield

ISBN 10: 1909116246 / ISBN 13: 9781909116245

Published by Right Book Press, Alcester, 2015

About this Item

Paperback. 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. 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. Shipping may be from multiple locations in the US or from the UK, depending on stock availability.

Seller Inventory # 9781909116245

Bibliographic Details

• Title: The Client-centred Financial Adviser (Paperback)
• Publisher: Right Book Press, Alcester
• Publication Date: 2015
• Language: English
• ISBN 10: 1909116246
• ISBN 13: 9781909116245
• Binding: Paperback
• Condition: new

About this title

Synopsis

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.

About the Author

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.