The New Trusted Adviser

ISBN: 9780864608765
Publisher: Thomson Reuters
Publish Date: 21/07/2014

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The New Trusted Adviser Book

In the post-GFC environment it has become more important than ever for advisers to earn and keep client trust.

The New Trusted Adviser, authored by James Evangelidis, shows how becoming a trusted adviser to your clients can help you to grow your advisory business.

The trusted adviser book features interviews with a range of industry professionals, sharing industry insights into their respective fields and important lessons about client relationships. Included interviews feature Australian and New Zealand partners from firms including Ernst & Young, KPMG, Deloitte, PWC, Baker & Mckenzie, Minter Ellison, King & Wood Mallesons, Gilbert & Tobin, Maurice Blackburn, Herbert Smith Freehills and others.

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1.    All about trust
2.    Why do advisers exist?
3.    All about being an adviser
4.    Relationships
5.    Asking (better) questions
6.    The wonder that is listening
7.    The power of proactivity
8.    Small things, done often, done well
9.    The art of service
10.  The potency of language
11.  The unsexy world of consistency
12.  Adding value for your client
13.  Getting better at what you do
14.  The human touch
15.  Much ado about fees
16.  Trust in a digital world
17.  The changing role of advisers
18.  All about clients

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