10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them
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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. |
| Note | Unavailable |