The Client-centred Financial Adviser
The Client-centred Financial Adviser
Résumé
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.
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The Client-centred Financial Adviser by John Dashfield
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.'John's book articulates, in a highly accessible way, what is right at the heart of being a "client-centred" adviserHe 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 PlanningJohn 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.
| SKU | Non disponible |
| ISBN 13 | 9781909116245 |
| ISBN 10 | 1909116246 |
| Titre | The Client-centred Financial Adviser |
| Auteur | John Dashfield |
| État | Non disponible |
| Type de reliure | Paperback |
| Éditeur | Right Book Press |
| Année de publication | 2015-10-05 |
| Nombre de pages | 192 |
| Note de couverture | La photo du livre est présentée à titre d'illustration uniquement. La reliure, la couverture ou l'édition réelle peuvent varier. |
| Note | Non disponible |