Overview
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
