This book is a synthesis and consolidation of the best ideas, techniques, and strategies I’ve learned about financial services marketing and have practiced for over 15 years. I’d like to thank those who contributed to this book, the team at Business Expert Press for providing me the opportunity to publish with them; Roger C. Parker for providing the inspiration for the concept of this book; Michael McLaughlin for his business guidance, Heather Suqioka who proof read every chapter and provided valuable advice, and Cheryl Lacey for her encouragement and support. Finally, thank you to all the clients and professionals that I’ve the pleasure of working with and learning from.
Get Financial Services Sales Handbook now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
