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Keeping Clients for Life
part of the J.K. Lasser Pro series
- Binding:
- Hardback
- Pages:
- 240
- Published:
- July 26, 2001
- Dimensions:
- 161x238x21 mm.
- Weight:
- 508 g.
Delivery:
2-4 weeks
Expected delivery: January 25, 2025
Extended return policy to January 30, 2025
Description of Keeping Clients for Life
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.
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