Karen Caplan Altfest, Karen Caplan Altfest J.K. Lasser Pro Keeping Clients for Life
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Краткие данные о книге J.K. Lasser Pro Keeping Clients for Life, написанной Karen Caplan Altfest, Karen Caplan Altfest. Год выпуска: 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 |
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Полное описание книги
Karen Caplan Altfest, Karen Caplan Altfest "J.K. Lasser Pro Keeping Clients for Life" ()
A successful (ключ слово successful) financial (смотрите financial) planner is someone who does more than just crunch numbers and present an annual investment (investment в других книгах) plan to clients (в другом описании clients). There is a psychological component to effective client care as well as to issues (тег issues) involving clients’ overall financial well-being. People skills (тег skills), as well as financial planning (ключ слово planning) skills, are necessary to build a successful financial planning business (business в других книгах). This comprehensive guide teaches both new and veteran financial professionals how to relate to their (в другом описании 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 clients to accept, how to propose a plan clients can use, how to tread carefully in family situations, how to develop sensitivity and communications skills, and how to work with the media and recognize the importance of building your business one lasting relationship at a time. Karen Caplan Altfest (ключ слово Altfest), PhD, CFP (New York, NY), 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 Investments Program at the New School.
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