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Keeping Clients for Life
Karen Caplan Altfest
€ 51.99
€ 44.63
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Description for Keeping Clients for Life
Hardcover. 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. Series: J. K. Lasser Pro S. Num Pages: 240 pages, Ill. BIC Classification: KFF. Category: (UP) Postgraduate, Research & Scholarly. Dimension: 232 x 160 x 20. Weight in Grams: 516.
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 how to relate to their clients in meaningful ways, thus growing their business by increasing the long-term retention of those clients. Offered here are insights into such issues as how to determine which ... Read more
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 how to relate to their clients in meaningful ways, thus growing their business by increasing the long-term retention of those clients. Offered here are insights into such issues as how to determine which ... Read more
Product Details
Format
Hardback
Publication date
2001
Publisher
John Wiley & Sons Inc United States
Number of pages
240
Condition
New
Series
J. K. Lasser Pro S.
Number of Pages
240
Place of Publication
New York, United States
ISBN
9780471408819
SKU
V9780471408819
Shipping Time
Usually ships in 7 to 11 working days
Ref
99-50
About Karen Caplan Altfest
KAREN C. ALTFEST, PhD, CFP, is Vice President of L. J. Altfest & Co., a financial planning and investment management firm. She is also the Director of the Financial Planning and Investment Programs at New School University. Altfest is actively involved in financial planners associations and has written many articles for professional journals. She is frequently quoted in such publications ... Read more
Reviews for Keeping Clients for Life
Altfest does an admirable job of detailing the important and often overlooked part of being a successful financial advisor: the human component.
Research Magazine
Research Magazine