Title
10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients,Used
Delivery time: 8-12 business days (International)
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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⚠️ 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.
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Shipping & Returns
Shipping
We ship your order within 2–3 business days for USA deliveries and 5–8 business days for international shipments. Once your package has been dispatched from our warehouse, you'll receive an email confirmation with a tracking number, allowing you to track the status of your delivery.
Returns
To facilitate a smooth return process, a Return Authorization (RA) Number is required for all returns. Returns without a valid RA number will be declined and may incur additional fees. You can request an RA number within 15 days of the original delivery date. For more details, please refer to our Return & Refund Policy page.
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Warranty
We provide a 2-year limited warranty, from the date of purchase for all our products.
If you believe you have received a defective product, or are experiencing any problems with your product, please contact us.
This warranty strictly does not cover damages that arose from negligence, misuse, wear and tear, or not in accordance with product instructions (dropping the product, etc.).
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Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.
We accept payments with :
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Frequently Asked Questions
- Q: What is the main focus of '10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them'? A: The book focuses on common mistakes made by financial advisors and offers practical strategies to improve client relationships and enhance business growth.
- Q: Who is the author of this book? A: The author is Mr. Howard Lashner, who has over two decades of experience in the financial services industry.
- Q: How many pages does the book have? A: The book contains 120 pages.
- Q: What type of binding does this book have? A: The book is available in paperback binding.
- Q: When was '10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them' published? A: The book was published on April 14, 2018.
- Q: Is the book suitable for new financial advisors? A: Yes, the book is suitable for both new and experienced financial advisors looking to improve their client interaction and business strategies.
- Q: What can I expect to learn from this book? A: Readers can expect to learn about common pitfalls in financial advising and actionable ideas to foster better client relationships and business success.
- Q: Does the book include real-world examples? A: Yes, the book includes real-world client experiences that illustrate the concepts discussed.
- Q: Is this book applicable to other service industries? A: While the focus is on financial advising, many principles of client relationship management can be applied to other service-based industries.
- Q: What is the condition of the book? A: The book is in new condition.