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

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UPC: 9781987763393
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Drawing Upon Howard Lashners 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, Longerlasting Client Relationships. Using Realworld Client Experiences, As Well As His Own, Lashner Focuses On Eliminating Mistakes That Keep Financial Advisors From Delivering The Highestlevel 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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