The Trusted Financial Adviser
The Secrets to a Long and Successful Career as a Financial Adviser
As the world emerges from one of the most serious economic crises, the importance of having of a trusted, knowledgeable and professional financial adviser is greater than ever. Wherever you go in the world today it is clear that the financial security and well-being of communities will depend on individual financial security.
- 172 Pages
- 15 June 2009
- ISBN: 9781905823536
As the world emerges from one of the most serious economic crises since the Wall Street Crash of 1929, the importance to people of having of a trusted, knowledgeable and professional financial adviser is greater than ever. The fact is, wherever you go in the world today it is clear that the financial security and well- being of communities, wherever they are on the globe, will depend on individual financial security. In Europe, where national social security systems have previously provided for the sick and the retired, the system is acknowledged to be broken. Further afield in Asia and the Far East where, in the past, families have tended to look after one another, the social model is changing and people no longer want or expect to be financially dependant in old age on their own children.
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.
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.