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The Secrets to a Long and Successful Career as a Financial Adviser,
This review is from: The Trusted Financial Adviser - The Secrets to a Long and Successful Career as a Financial Adviser (Paperback)This book is fantastic. The Trusted Financial Adviser is a sure-fire way for you to build an extremely successful career as a financial adviser. And if you do it using the information contained in this brilliant book - as well as helping your clients achieve their financial goals - by default - you end up achieving your financial goals. What a deal!
And so if you are looking to help your clients' financial dreams come true, and at the same time build a substantial amount of personal wealth, in an ethical way, this is the book for you.
By following the step by step guidelines in The Trusted Financial Adviser, as well as your bank balance taking a leg up, your self esteem is going to soar too. Your self confidence will increase because deep down, you know that what you are doing -how you are acting - and what you are saying is always for the greater good. And that helps you sleep well at night.
Right from the word go, you'll find it so easy to really warm towards Lee. It's glaringly obvious that Lee "walks his talk." The lengths he goes to make sure that his clients are well and truly taken care of are nothing short of amazing.
You can tell that Lee is one of those incredible individuals who always puts his clients' wants, needs and interests much higher than his own. And as you and I know, this type of person is hard to find and that's why you just can't help hanging onto his every word.
You just have to admire and respect this guy for his total commitment to his clients. No wonder he has countless clients knocking at his door. And it appears that he has to turn some of them down. That's how in demand this guy is.
And so if your goal is to build a successful career as a financial adviser, Lee would be the perfect guy to model.
Inside this awesome book, Lee has clearly identified the main frustration that people have with financial advisers; lack of trust.
Lee cleverly points out that it's not just about having the right qualifications and fancy letters after your name. Yes, you have to prove that you are competent as that is a given. However, competence needs to be combined with something much more valuable to a client. That "thing" could be summed in one word; integrity.
Lee skillfully shows you how to build trust with your clients and in turn gain an outstanding reputation. And when that happens, your clients automatically feel comfortable about personally introducing you to their family, friends and associates. What a really smart way to super charge your income without the stress that comes from cold calling new clients.
The Trusted Financial Adviser is jammed full of Lee's secrets of success and once you start reading it, you'll find it difficult to put down. It's been written in plain English and it's jargon free. It even has a good dollop of humour skillfully injected. I found this approach refreshingly different from the boring dry prose you normally get from the majority of personal finance related books.
If you read this book and adopt just a few of Lee's ideas, your career as an adviser is going to seriously take off like a rocket. Buy it, read it and apply what you learn. The results you'll achieve will be spectacular. Strongly recommend.
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Location: Manchester, UK
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