December 2018
Beginner
384 pages
9h 53m
English
Content preview from Success as a Financial Advisor For Dummies
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Part 3
Providing Superior, Personalized Service
IN THIS PART …
Screen and onboard new clients, so you and your clients both know what you’re getting into and are on the same page.
Create a personalized financial road map for each client and review it annually to stay on track or shift course, as needed.
Collaborate with other professionals to form a dream team for managing your client’s financial health and wellbeing.
Allocate time and resources to clients according to their return on your investment, so you get what you need from the relationship.
Conduct a performance review on yourself to identify your strengths and weaknesses in order to identify the value you bring to the table.
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