Uppskattad leveranstid 7-12 arbetsdagar
Fri frakt för medlemmar vid köp för minst 249:-
Andra format:
- Pocket/Paperback 309:-
Many financial advisers feel challenged by the changing terms of engagement regarding their approach to acquiring new clients and serving existing clients. We offer readers three key resources:
First, a sales process that is client-centric and delivers value that cannot easily be accessed elsewhere by the prospect.
Second, a software system that enables advisers to offer objective choices to clients that eliminate conflicts of interest and support best interest standards.
Third, a network of like-thinking financial service professionals, educated and trained in the ways of the future by a faculty that is among the last of a storied generation in our industry.
- Format: Inbunden
- ISBN: 9781480871601
- Språk: Engelska
- Antal sidor: 232
- Utgivningsdatum: 2019-02-13
- Förlag: Archway Publishing