The business of financial advice - A guide for financial advisers to building a service-based business (Paperback)

This much anticipated book by the authors of the best-selling Business management for financial planners: A guide to creating a sustainable service-based financial planning business, demonstrates how, by understanding your client and using financial advice and planning as real products, you can build a best-in-class service-based business that delivers on your client's goals and dreams. Today's financial advisers need to build a framework and infrastructure that will support the on-going delivery of their service proposition. They need to develop client experiences that are meaningful and relationships that last. The business of financial advice: A guide for financial advisers to building a service-based business shows how putting your clients first is good for them and for you.