Description:The dynamic between financial advisors and those we advise is broken.As advisors, we want open and honest relationships with our clients. We also want a sense of purpose in our work that comes from serving, not selling. Yet our employers want us to push products that drive profits. Left unchecked, this tension forces us to become salespeople and destroys the trust we've built with our clients.There must be a way advisors can do good and do well…right?There is, and in Aloha Financial Advising, Stephen Kagawa shares the better approach to advising you've been seeking. Drawing on personal experience, Stephen shows you how to shift your focus away from products and services and back to those you serve. Whether you're new to the industry or a twenty-year veteran, the new set of priorities laid out in this book will help you deal with the pressure to sell, avoid going astray to chase money, and create the alignment with clients you've been missing.We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself. To get started finding Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself, you are right to find our website which has a comprehensive collection of manuals listed. Our library is the biggest of these that have literally hundreds of thousands of different products represented.
Pages
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Format
PDF, EPUB & Kindle Edition
Publisher
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Release
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ISBN
1544504454
Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself
Description: The dynamic between financial advisors and those we advise is broken.As advisors, we want open and honest relationships with our clients. We also want a sense of purpose in our work that comes from serving, not selling. Yet our employers want us to push products that drive profits. Left unchecked, this tension forces us to become salespeople and destroys the trust we've built with our clients.There must be a way advisors can do good and do well…right?There is, and in Aloha Financial Advising, Stephen Kagawa shares the better approach to advising you've been seeking. Drawing on personal experience, Stephen shows you how to shift your focus away from products and services and back to those you serve. Whether you're new to the industry or a twenty-year veteran, the new set of priorities laid out in this book will help you deal with the pressure to sell, avoid going astray to chase money, and create the alignment with clients you've been missing.We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself. To get started finding Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself, you are right to find our website which has a comprehensive collection of manuals listed. Our library is the biggest of these that have literally hundreds of thousands of different products represented.