When looking for directions, don't ask someone who's lost...

di Ewen Harris (Autore)

ABI Methodology LLC, 2026

What if the biggest difference between the practice you have and the practice you want isn't more knowledge, but knowing how to put that knowledge into practice? Financial advisors are taught about products, markets, regulation and compliance. But who teaches you how to actually run a successful practice? How to take control of a client meeting, ask better questions, communicate with confidence, build genuine trust and create a business that clients want to recommend? When Looking for Directions, Don't Ask Someone Who's Lost... is a practical, straight-talking guide from Ewen Harris, who spent more than 30 years in financial services and built his own highly profitable wealth management practice from the ground up. Now he shares the structures, strategies, systems and softer skills that shaped that success. From the first client conversation to the initial meeting, presentation, ongoing reviews and communication, this book takes you inside the practical realities of building and running a financial advisory business - sharing what worked, what didn't, and what Ewen wishes he had known when he started.

• Autore: Ewen Harris
• Anno edizione: 2026
• Editore: ABI Methodology LLC
• Formato: EPUB3 con DRMFREE
• Lingua: Inglese
• Compatibilità: Tutti i dispositivi (eccetto Kindle)
• Layout: Reflowable
• EAN: 9798997489526