J.K. Lasser Pro Keeping Clients for Life Pdf

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A worthwhile financial planner is anyone who does additional than merely crunch numbers and present an annual funding plan to buyers. There is a psychological component to environment friendly shopper care along with to factors involving consumers' basic financial correctly-being. People experience, along with financial planning experience, are very important to assemble a worthwhile financial planning business. This whole info teaches every new and veteran financial professionals how one can relate to their buyers in vital strategies, thus rising their business by rising the long-time interval retention of those buyers. Offered listed below are insights into such factors as the best way to determine which buyers to easily settle for, how one can recommend a plan buyers can use, the best way to tread rigorously in family circumstances, the easiest way to develop sensitivity and communications experience, and the suitable solution to work with the media and acknowledge the importance of developing your business one lasting relationship at a time.

Karen Caplan Altfest, PhD, CFP (New York, NY), is Vice President of L. J. Altfest & Co., a financial planning and funding administration company. She may also be the Director of the Financial Planning and Investments Program on the New School.

Product Details

  • Series: J.K. Lasser Pro (Book 3)
  • Hardcover: 240 pages
  • Publisher: Wiley; 1 edition (June 18, 2001)
  • Language: English
  • ISBN-10: 0471408816
  • ISBN-13: 978-0471408819
  • Product Dimensions: 6.3 x 0.8 x 9.4 inches
  • Shipping Weight: 1.2 pounds
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