The Client-centred Financial Adviser: The ultimate guide to building high-trust, high-profit relationships and a thriving practice

Dashfield, John

ISBN 10: 1909116246 / ISBN 13: 9781909116245

Published by Sra Books

About this Item

pp.

Seller Inventory # 18372630828

Bibliographic Details

• Title: The Client-centred Financial Adviser: The ultimate guide to building high-trust, high-profit relationships and a thriving practice
• Publisher: Sra Books
• Language: English
• ISBN 10: 1909116246
• ISBN 13: 9781909116245
• Binding: Soft cover
• 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.