J.K.Lasser Pro Keeping Clients for Life by Karen Caplan Altfest HARDBACK

J.K.Lasser Pro Keeping Clients for Life\nby Karen Caplan Altfest\nHardback\nEnglish\n\nBrand new copy from BookCurl \u2013 the UK independent online bookseller.\n\n------------------------------\nBook details\n------------------------------\nAuthor: Karen Caplan Altfest\nTitle: J.K.Lasser Pro Keeping Clients for Life\nFormat: Hardback\nLanguage: English\nTopic: Finance and the finance industry\nPublisher: Wiley\nPublication year: 2001\nISBN-13: 9780471408819\nISBN-10: 0471408816\nRRP: \u00A345.00\n\n------------------------------\nDescription\n------------------------------\nA 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.\n\nA successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychologi.