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10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients
SKU: 1987763394 (Updated 2023-01-11)
Price: US$ 12.00
 
 

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Description

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.
 


EAN: 9781987763393


ISBN: 1987763394


Manufacturer: CreateSpace Independent Publishing Platform
 
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