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Anglický jazyk
From Irrelevant to Indispensable!
Autor: Rao Garuda
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...
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O knihe
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.
- Vydavateľstvo: Archway Publishing
- Rok vydania: 2019
- Formát: Paperback
- Rozmer: 229 x 152 mm
- Jazyk: Anglický jazyk
- ISBN: 9781480871595
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