Top positive review
6 people found this helpful
Great way to take the next step
on September 29, 2011
Before reading this book my financial practice had reached somewhat of a plateau. I would have to reach out to clients and constantly push product for new sales. This was a very inefficient way to go about business. I would be exhausted and irritable at the end of every work day. I was not enjoying my job. Then, I read this book. The idea that resonated with me the most was becoming the "trusted advisor". I changed my day to day activities from constantly pushing product to offering a relationship that would be mutually beneficial to my clients. Not only has business improved; clients contact me asking for investment advice, as well as personal advice! I am no longer exhausted from a typical day. In fact, I'm motivated every morning to go and interact with clients and strive to be their trusted advisor.