4th September 2025

A Service-Based Approach to Winning Clients

Acquiring new clients is often cited as the most challenging part of running a financial planning practice. A new, free, report by John Dashfield of Client Centred Advisers entitled "How to Get Financial Planning Clients”, tackles this issue head-on.

 

It strips away the “smoke and mirrors” of prospecting and shows advisers how to build a clear, repeatable, and service-based system for client acquisition. If you’ve ever wished this part of the job could feel less stressful, and even enjoyable, this guide is a must-read!

Download your free copy and discover a fresh approach to growing your practice.

John Dashfield, Dashfield Coaching & Development Ltd

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