About this speaker

John is a transformational coach and mentor to financial planners, business owners and key people.

Prior to his coaching business John built a thriving financial advisory practice which he founded in 1991 and sold in 2005.

He is author of the book ‘The client-centred financial adviser’, published in 2015. The book is brimming with practical, yet eye-opening insights into what it takes to deeply serve clients and build a truly client centred practice.

A significant amount of John’s time is spent working with financial advisers who want to thrive through delivering outstanding life-changing value for their clients. He has been privileged to work with some of the UK’s leading financial planning practitioners.

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If John's talk resonated with you, John is offering a 50% discount off his upcoming Client Engagement Masterclass webinar programme. And also free audiobook when you buy his book. Details here.


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Creating a transformational client experience

John Dashfield