Overview

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 our employers want us to push 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.

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9781544504452

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Stephen Kagawa is committed to helping financial advisors love the work they do. This purpose drives his efforts as the CEO of The Pacific Bridge Companies, an organization comprised of various international firms spanning the US and Asia that helps financial advisors guide their clients wherever their lives may lead. Stephen is a consistent qualifying and lifetime member of the Top of the Table of the Million Dollar Round Table, the premier association of financial professionals. He's a GAMA International Diamond award winner who regularly speaks on international consultative and wealth management principles around the world.

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