Aloha Financial Advising

Aloha Financial Advising

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 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 seeki...

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 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’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.

Chapters