From Irrelevant to Indispensable!

How the Greatest Financial Advisers of Our Time Use the Spoken Word to Leverage Technology and Make It Their Greatest Ally

von Rao Garuda, Gary Schulte

232 Seiten, Hardcover

Kurzbeschreibung des Verlags

Many financial advisers feel challenged by the changing terms of engagement regarding their approach to acquiring new clients and serving existing clients. We offer readers three key resources:First, a sales process that is client-centric and delivers value that cannot easily be accessed elsewhere by the prospect.Second, a software system that enables advisers to offer objective choices to clients that eliminate conflicts of interest and support best interest standards.Third, a network of like-thinking financial service professionals, educated and trained in the ways of the future by a faculty that is among the last of a storied generation in our industry.

• Reihe: Archway Publishing
• ISBN: 9781480871601
• Sprache: Englisch
• Erscheinungsdatum: 13.02.2019
• Größe: 235 x 157 mm
• Verlag: Archway Publishing