Title
10 Common Mistakes Financial Advisors Make & Simple Ideas To Avoid Them: How To Create Happy Loyal Clients
Sold by Ergodebooks, an authorized reseller.
Returns accepted within 30 days | support@ergodebooks.com
Shipping Information
- Free Standard Shipping — United States only
- Processing Time: 1–3 business days
- Estimated Delivery: 3–5 business days after dispatch
- Double-boxed, fully insured & discreetly packaged
- Tracking number sent via email once dispatched
- Orders over $250 require signature upon delivery. Taxes calculated at checkout.
Returns & Refund
Returns accepted within 30 days of delivery.
Damaged or Defective Item
Free return shipping + replacement or full refund
Wrong Item Received
Free return shipping + replacement or full refund
Change of Mind
Return shipping at customer's expense · 25% restocking fee applies
Payment Option
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.
⚠️ WARNING (California Proposition 65):
This product may contain chemicals known to the State of California to cause cancer, birth defects, or other reproductive harm.
For more information, please visit www.P65Warnings.ca.gov.
- Q: How many pages are in this book? A: This book has one hundred twenty pages. It provides concise insights into financial advisory practices.
- Q: What is the size of the book? A: The book measures six inches by nine inches. This size is convenient for reading and carrying.
- Q: What type of binding does the book have? A: The book is paperback bound. This makes it lightweight and easy to handle.
- Q: Who is the author of this book? A: The author is Mr. Howard Lashner. He has over two decades of experience in the financial services industry.
- Q: What is the main topic of this book? A: The book discusses common mistakes financial advisors make. It offers solutions to enhance client relationships.
- Q: How do I apply the ideas from this book? A: You can implement the strategies by assessing your current practices. Focus on improving client interactions based on real-world examples.
- Q: Is this book suitable for new financial advisors? A: Yes, this book is suitable for new financial advisors. It provides foundational advice for building client relationships.
- Q: Can I use this book for client training? A: Yes, this book can be used for client training. It highlights effective communication and client service strategies.
- Q: What is the target audience for this book? A: The target audience includes financial advisors and professionals in the financial services sector. It benefits anyone looking to enhance client satisfaction.
- Q: How should I store this book? A: Store the book in a cool, dry place. Avoid direct sunlight to preserve the quality of the pages.
- Q: Is this book safe for all readers? A: Yes, the content is professional and suitable for all readers. It focuses on financial practices without inappropriate material.
- Q: What if the book arrives damaged? A: If the book arrives damaged, you should contact the seller for a return or replacement. Most retailers have a clear return policy.
- Q: Does this book come with a warranty? A: No, books typically do not come with a warranty. However, you can check the retailer's return policy for any issues.
- Q: Are there any additional resources available with this book? A: The book may not include additional resources, but it offers practical advice. Readers can implement its concepts in their practice.
- Q: What if I have more questions about the book? A: If you have more questions, you can reach out to the publisher or check online reviews for additional insights. Many readers share their experiences.