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

by Karen Caplan Altfest

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...

• Format: Hardcover
• Language: English
• ISBN: 0471408816
• ISBN13: 9780471408819
• Release Date: June 2001
• Publisher: Wiley
• Length: 240 Pages
• Weight: 1.18 lbs.
• Dimensions: 0.7" x 6.0" x 9.0"