The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated fi
Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for -- the first in-depth, client-tes
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 comp
In this completely revised and updated edition of the customer service classic, Carl Sewell enhances his time-tested advice with fresh ideas and new examples an