Make Simplicity Your Superpower!
Communication Hacks Every Financial Advisor Should Know
- Paperback
160 pages
- Release Date
20 December 2022
Summary
Increase client satisfaction, convert more prospects, and earn more referrals when you implement these communication hacks that every financial advisor should know.
Communication is often the key differentiator between a successful financial planning practice and an unsuccessful one. Many financial advisors make the common mistakes of mystifying their role in wealth management, overcomplicating investment information, and focusing more on their offerings than on their clients’ needs a…
Book Details
| ISBN-13: | 9781640954199 |
|---|---|
| ISBN-10: | 1640954198 |
| Author: | Richard Dobson |
| Publisher: | Sound Wisdom |
| Imprint: | Sound Wisdom |
| Format: | Paperback |
| Number of Pages: | 160 |
| Release Date: | 20 December 2022 |
| Weight: | 13g |
| Dimensions: | 216mm x 140mm |
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About The Author
Richard Dobson
Richard Dobson, Jr., CFP
Richard Dobson, Jr., CFP, entered the financial services industry in June of 1980. He attended the University of Northern Iowa, where he earned a BA in Business/Marketing in 1981.
Mr. Dobson holds Iowa life and health licenses and is FINRA series qualified in 6, 26, 27, 51, 63, and 65. He serves as executive vice president and chief compliance officer of American Financial Securities, a FINRA broker-dealer, and as president of American Financial Management, an SEC-registered Investment Advisory firm.
With over forty years of experience, Mr. Dobson has delivered hundreds of continuing education classes, workshops, and keynote addresses. He has dedicated his career to helping thousands of clients and advisors achieve success.
Mr. Dobson resides in Cedar Falls, Iowa.
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