Keeping Clients for Life (Bog, Hardback, Engelsk) af Karen Caplan Altfest

Keeping Clients for Life (Bog, Hardback, Engelsk)

Af: Karen Caplan Altfest


Forlag: John Wiley & Sons Inc

  • Type: Bog
  • Format: Hardback
  • Sprog: Engelsk Sprog: Engelsk
  • ISBN-13: 9780471408819
  • Udgivelsesdato: 27-07-2001
  • Første udgivelsesår: 2001
  • Serie: J.K. Lasser Pro
  • Originalsprog: United States
  • Sideantal: 240
  • Indbinding: Hardback
  • Forlag: John Wiley & Sons Inc
  • Sideoplysninger: 240 pages
  • Mål: 238 x 161 x 21

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Beskrivelse

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.

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