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

Description

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 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.

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