An effective strategic framework for successful face-to-face selling for financial services industry professionals Times are very tough for people who sell prof
Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many profess
This book is about generating profitable revenue from existing clients, and converting part-time clients into 100 percent full-time clients. Professionals and f
The first edition of The Marketing Handbook for Financial Advisors was released in 2014 and has been read and well received by thousands of financial advisors.
