Getting Yes Decisions: What insurance agents and financial advisors can say to clients.





‘As a leading advocate for soft skills in the UK, I think this book will really help financial advisers and insurance agents internationally employ ‘good practice’ principles to ultimately deliver better outcomes for their clients. Soft skills better enable the implementation of technical competence to ensure consumers receive the right advice, and move them into action. This is a great, easy read.’

–Keith Richards, CEO of the Personal Finance Society and Managing Director of the Chartered Insurance Institute

‘Bernie coaches our team with the skills to get more clients. This easy reading book is full of practical ideas on getting our clients to make yes decisions. Having known Bernie for several years I have been impressed with the way he has helped many advisers to achieve an increase in their skills, abilities and success.’

–Janine Edwards, Principal Partner, St James’s Place Wealth Management

‘I like that this book teaches us to focus on client’s needs, what’s in their minds and delivering what is best for them. A

great read!’

–Mark Duckworth, CEO of Openwork Ltd

‘After watching Bernie speak at our Annual Conference and reading this book, it does what it says on the tin–it helps

Advisors to get yes decisions from their clients more easily.’

–David Cassidy, Managing Director, Wealth at Work

‘This book guides the reader through the prospect’s thought process on first impressions and the words to use to build trust, rapport and belief with the prospect. Well written, easy to read and full of easy to use ideas and recommendations.’

–Marvin Feldman, former President of the Million Dollar Round Table


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