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From Irrelevant to Indispensable!: How the Greatest Financial Advisers of Our Time Use the Spoken Word to Leverage Technology and Make It Their Greate
Hardcover
ISBN13: 9781480871601
Publisher: Archway Pub
Published: Feb 13 2019
Pages: 232
Weight: 1.09
Height: 0.69 Width: 6.00 Depth: 9.00
Language: English
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.
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From Irrelevant to Indispensable!: How the Greatest Financial Advisers of Our Time Use the Spoken Word to Leverage Technology and Make It Their Greate
Garuda, Rao
Schulte, Gary
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