Stephen Kagawa, FSS, LUTCF
The dynamic between financial advisors and those we advise
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 are 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
have been missing.