Book review - The Ultimate Financial Advisor's Guide to getting more clients

December Book Review “The Ultimate Financial Advisor’s Guide to Getting More Clients”

The title of this “how to” guide, pretty much says it all. The Ultimate Financial Advisor’s Guide to Getting More Clients, is a funny, entertaining, and incredibly useful guide for the professional financial advisor wanting to in front of more contacts and clients with ease.

Written by James Pollard, American sales and marketing coach and creator of, it’s a proactive guide on how to get more clients and most importantly, keep them. James describes the read as, “I know what it takes to succeed. I’ve combined the marketing statistics, prospecting ideas, techniques, and strategies needed for financial advisors to get clients.”

The guide comes in the form of a downloadable PDF from and provides practical advice as well as questions to practice and perfect yourself.

Reviewers are raving about the book, saying its helping them get new clients in droves. One reviewer said, “17 new client and counting…” after putting James’ suggestions in to practice.

At DFC Greater Gauteng, we think it’s a great option to download for the Christmas holidays and ignite a fire in your belly that will have you starting 2018, with a bang!

Check out the guide and details on how to download it here.


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