$17.95

Book – Chasing Positivity: The Charismatic Advisor in Conversation, 2020, Charismatic Advisor Publishing.

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Dr. Brooks and David Richman, a coach to many of the most successful advisors in the United States, have written a sequel to their 2010 Charismatic Advisor: Becoming a Source of Strength in the Lives of Your Clients. Deeply rooted in the tenets of positive psychology, their new book describes dynamics and strategies for creating “motivating environments” and effective relationships with clients. While the many examples and conversations focus on the financial advisory relationship, the principles and strategies are applicable to all of those in the role of delivering advice to others and in leadership positions.