Financial Advisers Need The Trust Factor
Posted on | September 11, 2009 | No Comments
Financial advisers lacking the trust factor are being given the secrets to a long and successful career thanks to The Trusted Financial Adviser, a new book by leading independent financial adviser Lee Clarke.
Following a recent Which? Test which revealed that only 5 out of 40 advisers passed the ‘good advice’ test, Lee Clarke is a shining example of why trust is so critical in maintaining his longstanding career as a financial adviser. Lee’s primary motivation for writing The Trusted Financial Adviser was to help both existing and new advisers to develop more trusting relationships with their clients.
“Above everything else people are looking for an adviser they can trust. As a financial adviser you must act with integrity in every aspect of your life and especially in your business dealings. Especially in troubled times such as these, clients are looking for advisers who will demonstrate competence and integrity by only acting in their clients’ interest” says Lee.
Lee has been advising business-owners since 1974 and in 1981 discovered and developed his true calling of becoming a Financial Adviser. Having been a founding member of the Institute of Financial Planning and currently serving on the MDRT Ethics Committee, he is now celebrating his 28th year in the industry with the release of The Trusted Financial Adviser (£12.99, Ecademy Press) which Ecademy Press publisher Mindy Gibbins-Klein predicts will be a category bestseller.
“The Trusted Financial Adviser is aimed at people who want to work for themselves and Lee explains clearly how they can build their own business rather than build someone else’s capital value and future. In the current climate, Lee’s advice on how to have a successful career as a financial adviser and how to protect yourself from possible scandal and danger is immensely valuable and a must read for any financial adviser,” says Ms Gibbins-Klein.
Last month, the Financial Services Authority banned and fined two directors of a Yorkshire-based financial group for their misleading promotions and the mismanagement of an investment scheme that put 53 customers at serious risk of losing nearly £10m. It would seem that The Trusted Financial Adviser could not have come at a better time.
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Lee Clarke is a successful independent financial adviser from Cardiff and founder member of the Institute of Financial Planning and Professional Speakers Association. He has served on several committees and task forces for MDRT, the professional association for financial services professionals worldwide with 35,000 members and currently serves on their Constitution, By-Laws and Ethics Committee. The Trusted Financial Adviser shares his 28 years of experience and is his first book.
Lee Clarke blogs at www.finspeak.blogspot.com
The Trusted Financial Adviser is published by Ecademy Press.
Buy it here for £12.99
For press enquiries please contact Jessica Suter on 01603 283 503 or by email.
Tags: Authors > Ecademy Press > financial adviser > Lee Clarke > Trusted
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