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Keeping Clients for Life - J.K. Lasser Pro Karen Caplan Altfest
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Keeping Clients for Life - J.K. Lasser Pro
Karen Caplan Altfest
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.
240 pages, Ill.
| Medios de comunicación | Libros Hardcover Book (Libro con lomo y cubierta duros) |
| Publicado | 2 de julio de 2001 |
| ISBN13 | 9780471408819 |
| Editores | John Wiley & Sons Inc |
| Páginas | 240 |
| Dimensiones | 161 × 238 × 21 mm · 508 g |
| Lengua | Inglés |
