101 Advisor Solutions A Financial Advisor S Guide To Strategies That Educate Motivate And Inspire
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101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire!
101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.
Black Enterprise
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10 Common Mistakes Financial Advisors Make and Simple Ideas to Avoid Them
Author: Howard Lashner
language: en
Publisher: Createspace Independent Publishing Platform
Release Date: 2018-04-14
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.