Keeping Clients for LifeISBN: 978-0-471-40881-9
Hardcover
240 pages
July 2001
 This is a Print-on-Demand title. It will be printed specifically to fill your order. Please allow an additional 10-15 days delivery time. The book is not returnable.
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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.
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.
Related Titles
Financial Advising
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