Description

Book Synopsis
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 component to effective client care as well as to issues involving clients' overall financial well-being.

Trade Review
Altfest does an admirable job of detailing the important and often overlooked part of being a successful financial advisor: the human component.--Research Magazine

Table of Contents
Preface.

Acknowledgments.

Introduction.

First Meeting: On the Telephone.

Sitting Down with Your Prospects: The Initial Consultation.

Beginning the Process.

Working with Clients.

Frequently Recurring Client Fears and Glitches.

Being Available.

Presenting the Plan.

Follow Up.

The Media is the Message.

Service is Key.

Three Ways to Rate Yourself.

Appendix: Financial Questionnaire.

Index.

J.K.Lasser Pro Keeping Clients for Life

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    A Hardback by Karen Caplan Altfest

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      Book details

      Publisher John Wiley & Sons Inc
      Published 27 July 2001
      ISBN-13 9780471408819
      978-0471408819
      ISBN-10 0471408816
      Also in:
      Finance and accounting

      Description

      Book Synopsis
      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 component to effective client care as well as to issues involving clients' overall financial well-being.

      Trade Review
      Altfest does an admirable job of detailing the important and often overlooked part of being a successful financial advisor: the human component.--Research Magazine

      Table of Contents
      Preface.

      Acknowledgments.

      Introduction.

      First Meeting: On the Telephone.

      Sitting Down with Your Prospects: The Initial Consultation.

      Beginning the Process.

      Working with Clients.

      Frequently Recurring Client Fears and Glitches.

      Being Available.

      Presenting the Plan.

      Follow Up.

      The Media is the Message.

      Service is Key.

      Three Ways to Rate Yourself.

      Appendix: Financial Questionnaire.

      Index.

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