Createspace Independent Publishing Platform
Financial Focus: Five Common Mistakes Retirees Make and How to Prevent Them
$13.38
Createspace Independent Publishing Platform
10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients
Product Code:
9781987763393
ISBN13:
9781987763393
Condition:
New
$12.63
10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients
$12.63
Drawing upon Howard Lashner's more than two decades of success in the financial services industry, 10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them demonstrates that what many advisors consider standard operating procedures are really missed opportunities to build better, longer-lasting client relationships. Using real-world client experiences, as well as his own, Lashner focuses on eliminating mistakes that keep financial advisors from delivering the highest-level client experience possible, and from expanding their business and client roster. The result is his philosophy on how to work with clients, and a plan of action you can implement to create a personalized client experience.
| Author: Howard Lashner |
| Publisher: CreateSpace Independent Publishing Platform |
| Publication Date: Apr 14, 2018 |
| Number of Pages: 120 pages |
| Language: English |
| Binding: Paperback |
| ISBN-10: 1987763394 |
| ISBN-13: 9781987763393 |
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