The Financial Advisor's Guide to Building Trust : How Financial Professionals Grow Relationships, Referrals, and Revenue-One Memorable Event at a Time

Michael Oana

14 ratings by Goodreads

Language: English

Published by Pinnacle Trade Press, 2026

9798218864521

  • Softcover
  • New
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Seller: AHA-BUCH GmbH, Einbeck, GermanyAHA-BUCH GmbH

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Softcover

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nach der Bestellung gedruckt Neuware - Printed after ordering - Financial advisors: your clients aren't buying advice-they're buying clarity.If you work in financial services and want clients who trust you, stay with you, and refer you, The Advisor's Guide to Building Trust by Michael Oana delivers a powerful blueprint for making that happen.This book pulls back the curtain on one of the profession's biggest challenges: the people who most need financial guidance are often the least likely to ask for it. Instead of chasing prospects or pushing products, Oana shows advisors how to become something far more valuable. A steady presence clients rely on when life gets complicated. Through relatable client scenarios and sharp insights, he demonstrates how trust is earned, why emotional intelligence matters as much as technical skill, and how advisors can turn complex financial decisions into clear, confident action.Learn how elite advisors break through to build practices based on trust, not transactions. Discover how to transform dry seminars into buzzworthy events that generate organic referrals. Master hospitality as a strategic engine that makes clients feel known before they sit down. At the end of this book, you'll know how to follow up in ways that will turn single evenings into durable partnerships. You'll understand why grace under pressure builds more trust than flawless execution ever will.Direct, practical, and deeply human, this is not theory. It is a playbook for advisors who want stronger client loyalty, deeper impact, and a practice built on genuine connection.…

Seller Inventory # 9798218864521

Title
The Financial Advisor's Guide to Building Trust : How Financial Professionals Grow Relationships, Referrals, and Revenue-One Memorable Event at a Time
Author
Michael Oana
Publisher
Pinnacle Trade Press
Publication year
2026
Condition
Neu
Binding
Taschenbuch
Language
English
ISBN 13
9798218864521
Item weight
257 grams
Dimensions
216x140x9 mm

AHA-BUCH GmbH

Einbeck, Germany

5-star seller

AbeBooks seller since August 14, 2006

Shipping rates from Germany to U.S.A.

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