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Title: The Client-centred Financial Adviser
Sub-title: The ultimate guide to building high-trust, high-profit relationships and a thriving practice
By (author): John Dashfield
ISBN10-13: 1909116246 : 9781909116245
Format: Paperback
Size: 233x156x13mm
Pages: 192
Weight: .400 Kg.
Published: SRA Books - October   2015
List Price: 15.99 Pounds Sterling
Availability: In Stock   Qty Available: 116
Subjects: Personal finance
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
Reviews:
'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
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