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Things Adam discusses with John:
- His background in Financial Services
- What he sees in successful planners and why he thinks they succeed
- How to have great meetings with clients and prospects
- What younger planners can do to engage with connections and clients
- How he sees the future of financial planning
Show Notes:
John’s website – http://dashfield.com/
John’s webinar – https://app.webinarjam.net/register/24907/42861e28d5
People John mentions – George Pransky , Michael Neill
John’s book recommendation – https://www.amazon.co.uk/d/Books/Invisible-Power-Insight-Principles-Work-Dr-Manning/0996530509
The post NGP #16 – John Dashfield on having the right mindset to build client trust appeared first on NextGen Planners. |