Financial Planning: The Next Step: A Practical Approach to Merging Your Clients’ Money with Their Lives

Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives
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Financial Planning: The Next Step: A Practical Approach to Merging Your Clients’ Cash with Their Lives Description

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This book focuses on how to structure a practice for monetary planners focus on the needs of their customers. A specialist in financial life planning, the challenges Dili Berto concept of financial planning-based assets for the benefit of the customer approach. He uses stories, individual examples, and the wisdom of his career to discuss how to program an overall perspective, ask who is your client and what their individual objectives and requirements? Not only focused on the relationship with the client, calls Dili Berto a bright light on the practice itself. It examines how a company is structured, component of economic planning, compensation and marketing and advertising powerful and cost-effective for the financial planning firm. Monetary Planning: The Next Step: A Practical Approach to Merging Your Clients’ Income with Their Lives

\n\nFinancial Planning: The Next Step: A Practical Approach to Merging Your Clients’ Funds with Their Lives Ebook

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