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

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Caracteristicile produsului 10 Common Mistakes Financial Advisors

• Brand: Howard Lashner
• Categoria: Business & Economics
• Magazin: libris.ro
• Ultima actualizare: 15-12-2024 01:42:32

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Descriere magazin:
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.