Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes

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Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes

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Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes

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描述

The 7 Habits of Highly Ineffective Advisors is based on a 15-year consulting program that Steve Moore has led for financial advisors. It details techniques for business analysis elements of a strategic vision characteristics of exceptional client service and strategies for acquiring high net worth clients.
  • 品牌: John Wiley & Sons Inc
  • 类别: 杂志
  • 语言: English
  • 作者: Steve Moore
  • 出版日期: 2023-06-13
  • 页数: 256
  • 出版社／标签: John Wiley & Sons Inc
  • 格式: Hardback
  • Fruugo ID: 343458303-752554303
  • ISBN: 9780470910320

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