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NGP #16 – John Dashfield on having the right mindset to build client trust
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
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By NextGen Planners
3.5
44 ratings
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
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