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

Autor Lee Clarke
en Limba Engleză Paperback – 14 iun 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 adviserfor over 20 years!Mark McGregor, Author and ClientLee 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 recommendhim 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 RaiserLee has built a very good business from scratch, based entirely on personal introductions and effective networking. The ideas and real-life examplesin 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 memberof your community.Tony Gordon,Past President - MDRT
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Specificații

ISBN-13: 9781905823536
ISBN-10: 1905823533
Pagini: 172
Dimensiuni: 127 x 203 x 9 mm
Greutate: 0.18 kg
Editura: Ecademy Press Limited
Locul publicării:United Kingdom

Notă biografică

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.