The Financial Planners Guide to Business Best Practices and Client Engagement

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The Financial Planners Guide to Business Best Practices and Client Engagement by James Fredric

The Financial Planners Guide to Business Best Practices and Client Engagement features innovative techniques for professionals in the financial planning industry to maximize their success.

Covering a number of issues that financial planning professionals face in business every day, the strategies in this book will help financial advisors to focus on their core business, develop meaningful relationships with clients, and improve the value of their business.

Filled with inspirational strategies and practical advice from the author, The Financial Planners Guide to Business Best Practices and Client Engagement is an essential tool for success for any financial planner today.

 

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