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

Author : Dashfield, John
Rating :
The client-centred financial adviser :the ultimate...

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

Publisher : [United Kingdom] :SRA Books
Publish Year : 2015
Category : Financial Markets
Page : 205 p
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