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The Trusted Financial Adviser: The Secrets to a Long and Successful Career as a Financial Adviser Paperback – 15 Jun 2009

4.1 out of 5 stars 7 customer reviews

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Product details

  • Paperback: 172 pages
  • Publisher: Ecademy Press (15 Jun. 2009)
  • Language: English
  • ISBN-10: 1905823533
  • ISBN-13: 978-1905823536
  • Product Dimensions: 12.7 x 1 x 20.3 cm
  • Average Customer Review: 4.1 out of 5 stars  See all reviews (7 customer reviews)
  • Amazon Bestsellers Rank: 1,546,926 in Books (See Top 100 in Books)
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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

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)

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on 2 April 2012
Format: Paperback
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on 4 July 2011
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on 27 September 2009
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on 9 December 2010
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on 22 June 2010
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on 4 January 2017
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on 16 November 2009
Format: Paperback
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