How to Read 10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients PDF
Drawing upon Howard Lashner’s more than two decades of success inthe financial services industry, 10 Common Mistakes Financial AdvisorsMake & Simple Ideas to Avoid Them demonstrates that what many advisorsconsider standard operating procedures are really missed opportunitiesto build better, longer-lasting client relationships. Using real-world client experiences, as well as his own, Lashner focuseson eliminating mistakes that keep financial advisors from delivering thehighest-level client experience possible, and from expanding theirbusiness and client roster.The result is his philosophy on howto work with clients, and a planof action you can implement to createa personalized client experience.
