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The Trusted Financial Adviser - The Secrets to a Long and Successful Career as a Financial Adviser [Paperback]

Lee Clarke
4.0 out of 5 stars  See all reviews (6 customer reviews)
RRP: 12.99
Price: 11.69 & FREE Delivery in the UK. Details
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Book Description

15 Jun 2009
This book is packed with examples and insights that you can use immediately to help solve your clients' problems and build yourself an enviable reputation as a knowledgeable and trusted financial adviser. Lee's ability to make the complex simple and to provide advice that matters to the client is both the secret to his success and the reason that he has been my trusted adviser for over 20 years! Mark McGregor, Author and Client Lee has gone to considerable lengths to ensure the advice he has given to me and to my family over the years is in keeping with our values. He has navigated us through the troubled waters of recession and ensured above all that we feel listened to and understood. As a consequence I have felt able to recommend him to a number of friends and business associates. His book reveals many of the stories and examples he uses with his clients to unravel the complex and to instill confidence in his advice. Graeme H. Chapman MBE Charity Fund Raiser Lee has built a very good business from scratch, based entirely on personal introductions and effective networking. The ideas and real-life examples in Lee's book will help you to set yourself apart from the competition and build a profitable client bank while becoming a trusted and respected member of your community. Tony Gordon,Past President - MDRT

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Product details

  • Paperback: 172 pages
  • Publisher: Ecademy Press Limited (15 Jun 2009)
  • Language: English
  • ISBN-10: 1905823533
  • ISBN-13: 978-1905823536
  • Product Dimensions: 0.9 x 20 x 12.5 cm
  • Average Customer Review: 4.0 out of 5 stars  See all reviews (6 customer reviews)
  • Amazon Bestsellers Rank: 713,472 in Books (See Top 100 in Books)
  • See Complete Table of Contents

More About the Author

Prior to writing my first book The Trusted Financial Adviser, I had contributed many articles to the UK financial press as well as being a regular contributor to local radio on personal finance matters.

Product Description

Review

This book is packed with examples and insights that you can use immediately to help solve your clients' problems and build yourself an enviable reputation as a knowledgeable and trusted financial adviser. Lee's ability to make the complex simple and to provide advice that matters to the client is both the secret to his success and the reason that he has been my trusted adviser for over 20 years! Mark McGregor, Author and Client Lee has gone to considerable lengths to ensure the advice he has given to me and to my family over the years is in keeping with our values. He has navigated us through the troubled waters of recession and ensured above all that we feel listened to and understood. As a consequence I have felt able to recommend him to a number of friends and business associates. His book reveals many of the stories and examples he uses with his clients to unravel the complex and to instill confidence in his advice. Graeme H. Chapman MBE Charity Fund Raiser Lee has built a very good business from scratch, based entirely on personal introductions and effective networking. The ideas and real-life examples in Lee's book will help you to set yourself apart from the competition and build a profitable client bank while becoming a trusted and respected member of your community. Tony Gordon,Past President - MDRT

About the Author

Lee Clarke is a successful independent financial adviser and has developed his business over many years so that he now has up to three generations of clients within some families. Throughout his career Lee has committed himself to his profession and to raising standards through an active participation in his professional associations. He is a Past President of his Chamber of Commerce, a founder member of the Institute of Financial Planning, a founder member of the Professional Speakers Association and has served on many committees and task forces of MDRT, the professional association for financial services professionals worldwide. Lee is in demand as a speaker and has addressed audiences in the UK, India, the USA, Canada and Europe as well as being a regular local radio contributor on personal finance matters.

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Customer Reviews

4.0 out of 5 stars
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Most Helpful Customer Reviews
3 of 3 people found the following review helpful
4.0 out of 5 stars Ways of doing business 4 July 2011
Format:Paperback
It is always interesting to share the experiences of a seasoned professional in any industry, and Lee's testaments demonstrate real life situations, problems, successful resolutions and the trust that is established over time in the personal relationships that develop. As he suggests, 'Fairness, like honesty and integrity, is a two way street' and I agree with this observation. A good read, packed with ideas, and very much recommended to those joining the profession. Well done.
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2 of 2 people found the following review helpful
5.0 out of 5 stars from a layman 2 April 2012
Format:Paperback
I was passed this book by a friend and immediately took to its easy and engaging style. I must say that I am not expert in any financial matters but that mattered not because the stories that act as as testimonials to the points that Mr Clarke makes, range from being absorbing to entertaining but always most pithy. What comes out very strongly here is the genuine care, almost pastoral care of the whole person that the author demonstrates and in these days of bankers bonuses and mis-selling, it is so refreshing to see most snsible advice for those in the IFA trade mixed with a large dollop of genuine human concern. My cockles are duly warmed. Read on! Mark Frost
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1 of 1 people found the following review helpful
4.0 out of 5 stars a review! 9 Dec 2010
By remo
Format:Paperback
I am fairly pleased with this book that has lots of handy tips and hints.

It could do with being a larger piece of work but the details that are provided are good.

The price point on AMAZON is good but would not have wanted to pay the full price on ECADEMY PRESS

Overall very satisfied.
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