The Financial Advisor's Guide to Building Trust: How Financial Professionals Grow Relationships, Referrals,...

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Michael Oana

The Financial Advisor's Guide to Building Trust

Name: The Financial Advisor's Guide to Building Trust
Price: 39.25 AUD
Availability: OutOfStock
ISBN: 9798218864521

How Financial Professionals Grow Relationships, Referrals, and Revenue-One Memorable Event at...

Michael Oana

$45.95 $39.25

Paperback

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English

Pinnacle Trade Press
15 April 2026

Investment & securities; Personnel & human resources management; Service industries; Personal finance; Advice on careers & achieving success

Financial advisors: your clients aren't buying advice-they're buying clarity.

If you work in financial services and want clients who trust you, stay with you, and refer you, The Financial Advisor's Guide to Building Trust by Michael Oana delivers a powerful blueprint for making that happen.

This book pulls back the curtain on one of the profession's biggest challenges: the people who most need financial guidance are often the least likely to ask for it. Instead of chasing prospects or pushing products, Oana shows advisors how to become something far more valuable. A steady presence clients rely on when life gets complicated. Through relatable client scenarios and sharp insights, he demonstrates how trust is earned, why emotional intelligence matters as much as technical skill, and how advisors can turn complex financial decisions into clear, confident action.

Learn how elite advisors break through to build practices based on trust, not transactions. Discover how to transform dry seminars into buzzworthy events that generate organic referrals. Master hospitality as a strategic engine that makes clients feel known before they sit down. At the end of this book, you'll know how to follow up in ways that will turn single evenings into durable partnerships. You'll understand why grace under pressure builds more trust than flawless execution ever will.

Direct, practical, and deeply human, this is not theory. It is a playbook for advisors who want stronger client loyalty, deeper impact, and a practice built on genuine connection.

By: Michael Oana
Imprint: Pinnacle Trade Press
Dimensions: Height: 216mm, Width: 140mm, Spine: 9mm
Weight: 213g
ISBN: 9798218864521
Pages: 132
Publication Date: 15 April 2026
Audience: General/trade , ELT Advanced
Format: Paperback
Publisher's Status: Active

Michael Oana, CRC is the founder of Michael Oana Retirement Planning Specialist in Columbia, South Carolina. After more than a decade with Merrill Lynch, Michael launched his own boutique firm to help clients build meaningful relationships through thoughtful financial planning and memorable experiences.A graduate of the University of South Carolina's Moore School of Business, Michael holds multiple securities registrations and the Certified Retirement Counselor designation. His insights have been featured in The State, Columbia Metropolitan Magazine, and on WISTV. Drawing on over 30 years in the industry, Michael shares how trust, gratitude, and genuine connection can transform client relationships - make financial advising more human.Financial Advisor offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 4408 Forest Dr, Suite 2001 Columbia, SC 29206

Reviews for The Financial Advisor's Guide to Building Trust: How Financial Professionals Grow Relationships, Referrals, and Revenue-One Memorable Event at a Time

""More emotionally intelligent than its niche premise first suggests... a field manual written by someone who's spent decades watching rooms, moods, timing, and human nerves... the examples give the book texture and save it from the bloodless professionalism that often drains books in this category... I would recommend it to financial advisors, relationship-driven professionals, and small business owners who want to think more deeply about how care is expressed in practice, not just promised in branding. It's a practical book with a surprisingly human pulse."" - The Literary Titan ""I could write a book about the great things I have heard about Michael Oana."" - Lou Holtz ""I wanted to take a moment to congratulate you on being a member of the '20 Under 40' class of 2008. This honor speaks volumes about your commitment to personal and professional excellence."" - Former Governor Mark Sanford ""Successfully gathering a massive crowd to unveil the Hootie monument and street-naming showed me that Michael and his team really know how to throw a party! This guide to helping others reach their full potential will be embraced by many in the industry."" - Jim Soniefield of Hootie and the Blowfish ""Memorable events create memorable advisors, and memorable advisors get more introductions. Advisors who want to increase referrals without begging for them must read this guide. Michael demonstrates how strategic client events create emotional engagement, deepen loyalty, and open the door to personal introductions. This is relationship marketing at its best: systematic, memorable, and highly referable."" - Bill Cates, CSP, CPAE, author of The Language of Referrals and Radical Relevance ""Michael reminds us that being a great advisor isn't just about managing portfolios-it's about creating meaningful connections and lasting value. This book captures the heart of what makes clients stay: trust, care, and genuine relationships."" -Pete Bush, CFP(R), CEPA, Horizon Financial Group