Marketing Guide Book Getting Clients, Keeping Clients: The Essential Guide for Tomorrow’s Financial Adviser (Wiley Financial Advisor)

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Finally a book covering the unique career challenges of financial pros getting-and maintaining-client relationships. Position yourself as the type of financial adviser clients want by applying 3 critical elements that can take your practice to a higher level. You’ll keep clients by providing value, listening and seeking feedback. Examples, illustrations, and lists – to put it all to work.


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Getting Clients, Keeping Clients: The Essential Guide for Tomorrow’s Financial Adviser (Wiley Financial Advisor)

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Marketing Guide Book