10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients

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.

• | Author: Howard Lashner
• | Publisher: CreateSpace Independent Publishing Platform
• | Publication Date: Apr 14, 2018
• | Number of Pages: 120 pages
• | Language: English
• | Binding: Paperback
• | ISBN-10: 1987763394
• | ISBN-13: 9781987763393