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

Lashner, Mr Howard

 
9781987763393: 10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients
Couverture souple
ISBN 10 : 1987763394 ISBN 13 : 9781987763393
Editeur : CreateSpace Independent Publishing Platform, 2018

Synopsis

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.

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À propos de l'auteur

Howard Lashner has more than thirty years’ experience serving clients in the financial services industry. Throughout his long and tenured career, Howard has served as a sounding board for his clients, earning their trust and confidence with his long-term commitment to helping them achieve their goals. Howard prides himself on helping his clients get on the path to achieving financial independence. Howard frequently speaks to large audiences of financial advisors across the United States and Canada on topics that include the importance of a client-focused business.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
CreateSpace Independent Publishing Platform
Date d'édition
2018
Langue
anglais
ISBN 10 
1987763394
ISBN 13 
9781987763393
Reliure
Broché
Numéro d'édition
1
Nombre de pages
120
Coordonnées du fabricant
Printed by Amazon on behalf of the author
https://www.amazon.fr/hz/contact-us

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