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

Author: John Dashfield
Publisher: [Alcester] : SRA Books, 2015.
Edition/Format:   eBook : Document : EnglishView all editions and formats
Summary:
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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Genre/Form: Electronic books
Additional Physical Format: Print version:
Dashfield, John.
Client-centred financial adviser.
[Alcester] : SRA Books, 2015
(OCoLC)920869920
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: John Dashfield
ISBN: 9781909116252 1909116254
OCLC Number: 1100912567
Description: 1 online resource
Contents: Introduction How to get the most from this book Section 1 The state-of-mind factorChapter 1 Making the invisible visibleChapter 2 The science behind state of mind Chapter 3 Being is the new doingSection 2 Building client-centred relationshipsChapter 4 The three levels of relationshipChapter 5 A new way of listeningChapter 6 Effortless rapportChapter 7 The three levels of client conversationChapter 8 The art of client-centred questioningChapter 9 Perfect delivery - every timeChapter 10 The adviser as a coachChapter 11 What could stop you?Section 3 Masters at work: five successful client-centred advisers share their philosophyChapter 12 How my father's paperwork inspired me to build a company, Dominic BaldwinChapter 13 They won't remember what you said; they will remember how you made them feel, Andy Jervis, Chesterton House Financial Planning LtdChapter 14 How to deliver great value for the fees you want to charge, Nik Proctor, Lodgeport Associates LtdChapter 15 How much value are you adding? Dominic ThomasChapter 16 Why a client-centric approach is the only way to operate our financial practice, Paul Tracey, Provest Financial SolutionsSection 4 New client engagement Chapter 17 Stop pushing and start connectingChapter 18 The source of all opportunityChapter 19 The very best marketing you can doChapter 20 Five steps to your next clientChapter 21 Too much informationChapter 22 The fee conversationChapter 23 Ditch the pitchChapter 24 Being client-centred is not something you do: it is a state of mind
Responsibility: John Dashfield.

Abstract:

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.  Read more...

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'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 Read more...

 
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