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Hardcover J.K.Lasser Pro Keeping Clients for Life: How to Build a Successful Financial Practice Book

ISBN: 0471408816

ISBN13: 9780471408819

J.K.Lasser Pro Keeping Clients for Life: How to Build a Successful Financial Practice

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Format: Hardcover

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Book Overview

A successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychological component to effective client care as well as to issues involving clients' overall financial well-being. People skills, as well as financial planning skills, are necessary to build a successful financial planning business. This comprehensive guide teaches both new and veteran financial professionals...

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