Keeping Clients for Life - J.K. Lasser Pro - Karen Caplan Altfest - Books - John Wiley & Sons Inc - 9780471408819 - July 2, 2001
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Karen Caplan Altfest
Keeping Clients for Life - J.K. Lasser Pro

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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.

Media Books     Hardcover Book   (Book with hard spine and cover)
Released July 2, 2001
ISBN13 9780471408819
Publishers John Wiley & Sons Inc
Pages 240
Dimensions 161 × 238 × 21 mm   ·   508 g
Language English  

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