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.
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..
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.
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
