The Client-centred Financial Adviser

The Client-centred Financial Adviser: The ultimate guide to building high-trust, high-profit relationships and a thriving practice

SRA Books, 2015

Author: John Dashfield

Free P&P to all UK addresses

£15.99

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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

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