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Aloha Financial Advising

Aloha Financial Advising

by Stephen Kagawa

★★★★★ 4.6 · 16 ratings on Amazon
🏆 Bestseller in Customer Relations

About This Book

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.
Business Personal Development Financial Planning
Stephen Kagawa

Stephen Kagawa

Stephen Kagawa is the CEO of The Pacific Bridge Companies, a group of international firms across the United States and Asia that helps financial advisors guide their clients wherever life takes them. A consistent qualifying and lifetime member of the Top of the Table of the Million Dollar Round Table, he has been recognized as a GAMA International Wealth Management award winner and a NAIFA Diversity Champion. In his book, Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself, he shares the philosophy and methods behind Aloha Financial Advising to help advisors love the work they do.

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