{"product_id":"j-k-lasser-pro-keeping-clients-for-life-9780471408819","title":"J.K.Lasser Pro Keeping Clients for Life","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eA 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.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003eAltfest does an admirable job of detailing the important and often overlooked part of being a successful financial advisor: the human component.--Research Magazine\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003ePreface.\u003cbr\u003e \u003cbr\u003e Acknowledgments.\u003cbr\u003e \u003cbr\u003e Introduction.\u003cbr\u003e \u003cbr\u003e First Meeting: On the Telephone.\u003cbr\u003e \u003cbr\u003e Sitting Down with Your Prospects: The Initial Consultation.\u003cbr\u003e \u003cbr\u003e Beginning the Process.\u003cbr\u003e \u003cbr\u003e Working with Clients.\u003cbr\u003e \u003cbr\u003e Frequently Recurring Client Fears and Glitches.\u003cbr\u003e \u003cbr\u003e Being Available.\u003cbr\u003e \u003cbr\u003e Presenting the Plan.\u003cbr\u003e \u003cbr\u003e Follow Up.\u003cbr\u003e \u003cbr\u003e The Media is the Message.\u003cbr\u003e \u003cbr\u003e Service is Key.\u003cbr\u003e \u003cbr\u003e Three Ways to Rate Yourself.\u003cbr\u003e \u003cbr\u003e Appendix: Financial Questionnaire.\u003cbr\u003e \u003cbr\u003e Index.","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49402589380951,"sku":"9780471408819","price":36.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780471408819.jpg?v=1730480869","url":"https:\/\/bookcurl.com\/products\/j-k-lasser-pro-keeping-clients-for-life-9780471408819","provider":"Book Curl","version":"1.0","type":"link"}