David Peters
eBook, ePUB

Building Connections: Practical Ways Financial Professionals Can Build Relationships and Communicate with Clients (eBook, ePUB)

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Building Connections: Practical Ways Financial Professionals Can Build Relationships and Communicate with Clients is your essential guide to creating stronger, more successful client relationships in today's competitive financial services world.Whether you're a CPA, financial advisor, or insurance professional, you've likely faced the same challenge: clients making big decisions without looping you in. It's not always a matter of bad advice-often, it's a breakdown in trust, communication, or connection. This book addresses the root causes of those breakdowns and gives you the tools to fix them...

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