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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.
Publisher : CreateSpace Independent Publishing Platform (April 14, 2018)
Language : English
Paperback : 120 pages
ISBN-10 : 1987763394
ISBN-13 : 978-1987763393
Item Weight : 6.6 ounces
Dimensions : 6 x 0.3 x 9 inches
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10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients
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