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(s): Mr Howard Lashner
✔ Title: 10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients
✔ Rating : 4.9 out of 5 base on (264 reviews)
✔ ISBN-10: 1987763394
✔ Language: English
✔ Format ebook: PDF, EPUB, Kindle, Audio, HTML and MOBI
✔ Device compatibles: Android, iOS, PC and Amazon Kindle
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