Listen free for 30 days
Listen with offer
-
Aloha Financial Advising
- Doing Good to Do Better for Your Clients and Yourself
- Narrated by: Stephen Kagawa
- Length: 5 hrs and 25 mins
Failed to add items
Add to basket failed.
Add to wishlist failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
$0.00 for first 30 days
Buy Now for £12.99
No valid payment method on file.
We are sorry. We are not allowed to sell this product with the selected payment method
Summary
The dynamic between financial advisors and those we advise is broken.
As advisors, we want open and honest relationships with our clients. We also want a sense of purpose in our work that comes from serving, not selling. Yet somehow, serving others turns into pushing products that drive profits. Left unchecked, this tension forces us to become salespeople and destroys the trust we’ve built with our clients.
There must be a way advisors can do good and do well…right?
There is, and in Aloha Financial Advising, Stephen Kagawa shares the better approach to advising you’ve been seeking. Drawing on personal experience, Stephen shows you how to shift your focus away from products and services and back to those you serve. Whether you’re new to the industry or a twenty-year veteran, the new set of priorities laid out in this book will help you deal with the pressure to sell, avoid going astray to chase money, and create the alignment with clients you’ve been missing.
Love Books? You'll Love Audible.
Transform your day
Replace endless scrolling with endless listening. Chores can be fun.
Listen everywhere
You can’t turn pages while you drive—but you can press play.
Carry your entire Library
Your stories go where you go. Audiobooks don’t weigh a thing.
Listen and learn
Discover stories that can change your mind, your well-being, and your life.
Reach your reading goals
Download titles to listen offline, wherever you are in the world.
Find your niche
WIth thousands of titles to explore, there’s something for everyone.