10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them by Howard Lashner

10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them by Howard Lashner

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.

SKU	Unavailable
ISBN 13	9781987763393
ISBN 10	1987763394
Title	10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them
Author	Howard Lashner
Condition	Unavailable
Binding Type	Paperback
Publisher	Createspace Independent Publishing Platform
Year published	2018-04-14
Number of pages	120
Cover note	Book picture is for illustrative purposes only, actual binding, cover or edition may vary.