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

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

Drawing upon Howard Lashner’s more than two decades of success inthe financial services industry, 10 Common Mistakes Financial AdvisorsMake & Simple Ideas to Avoid Them demonstrates that what many advisorsconsider standard operating procedures are really missed opportunitiesto build better, longer-lasting client relationships. Using real-world client experiences, as well as his own, Lashner focuseson eliminating mistakes that keep financial advisors from delivering thehighest-level client experience possible, and from expanding theirbusiness and client roster.The result is his philosophy on howto work with clients, and a planof action you can implement to createa personalized client experience.

  • Released: November 12, 2019
  • Author: Howard Lashner
  • Rating: 4,9
  • Publisher: Ebook Digital Agency
  • Total Page: 120 pages
  • File Size: 3039 KB

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