The Listening Advisor

The Listening Advisor

by John Gatewood

About the Book

Human connection can never be replaced.

Why do less credentialed advisors consistently win more clients, more referrals, and deeper loyalty than their technically superior competitors?

It's not because they're lucky. It's because they have a skill that no one taught them.

In The Listening Advisor, John Gatewood reveals what separates the good advisors from the elite: the ability to make clients feel genuinely heard. He delivers a complete framework that includes twelve principles of conversation, ten listening and speaking practices, and a five-step process for every client interaction. You'll learn the principle that defines every great client conversation: connection before content, understanding before advising, their story before your solution.

Technical expertise gets you in the room, but creating a connection makes you irreplaceable. A culmination of more than forty years of experience and thousands of client conversations, The Listening Advisor is your playbook for becoming the advisor clients never leave, or ever stop referring.

John Gatewood

About John Gatewood

John Gatewood

John Gatewood, CFP®, CLU®, is the founder of Gatewood Wealth Solutions. He has been a top ten representative at LPL Financial and was included on Barron's list of the leading 1,200 financial advisors in the country. John has also been honored as a Forum representative for his outstanding performance at Northwestern Mutual. A frequent speaker at industry conferences, John is the son of Robert P. Gatewood, CLU®, inventor of the survivorship life insurance policy. He is the proud father of two children. In 2015, John lost his wife, Annie, after her courageous battle with ALS. He is now blessed with his life partner, Judy.

More from Lioncrest