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The Client-centred Financial Adviser

The ultimate guide to building high-trust, high-profit relationships and a thriving practice

John Dashfield author

Format:Paperback

Publisher:Right Book Press

Published:5th Oct '15

Should be back in stock very soon

The Client-centred Financial Adviser cover

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" 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 Plan

ISBN: 9781909116245

Dimensions: 234mm x 156mm x 13mm

Weight: 395g

192 pages