The Trusted Adviser Method

We hope you are enjoying reading The Heart of Finance.

The Trusted Adviser Method applies the concept of asking successive questions of increasing depth, combined with appropriate mutual disclosure, to financial planning scenarios.

The model is a guide to help you formulate and ask questions which invite your client to be vulnerable. Doing so allows you to connect deeply with your client, solidifying the relationship early.

Please enter your details below to download the free guide on how to use the method effectively: