10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients

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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.

10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients

Additional information

ProductGroup

Book

PackageDimensions
NumberOfPages

120

ProductTypeName

ABIS_BOOK

PublicationDate

2018-04-14

Title

10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients

Studio

CreateSpace Independent Publishing Platform

Publisher

CreateSpace Independent Publishing Platform

Manufacturer

CreateSpace Independent Publishing Platform

ListPrice
EANList
EAN

9781987763393

Binding

Paperback

Edition

1

ISBN

1987763394

Languages
Label

CreateSpace Independent Publishing Platform

ItemDimensions
Author

Mr Howard Lashner