现货Ineffective Habits of Financia[9780470910320]

368 九五品

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上海宝山

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作者Moore ; Brooks

出版社John Wiley & Sons

ISBN9780470910320

出版时间2010-10

装帧精装

纸张其他

页数256页

正文语种英语

上书时间2023-04-18

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商品描述: A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and coll

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