Business Best Practices and Client Engagement

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Title: The Financial Planners Guide to Business Best Practices and Client Engagement

Author: James Fredric

Paperback: 124 pages

Genre: Business Non-Fiction

Format: Paperback/Kindle

ISBN-10: 1503171426
ISBN-13: 978-1503171428

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James Fredric is a specialist consultant assisting financial planners refocus on their clients, and is also the author of The Financial Planners Guide to Business Best Practices and Client Engagement.

With extensive experience across the financial services industry with companies such as National Australia Bank, MLC, Anne Street Partners, Millenium3 in varying capacities as well as several boutique firms including one where James was mentored in how to run a small business, James takes an innovative approach to helping financial planners grow their business.

about-book

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The Financial Planners Guide to Business Best Practices and Client Engagement features innovative techniques for professionals in the financial planning industry to maximize their success.

Covering a number of issues that financial planning professionals face in business every day, the strategies in this book will help financial advisors to focus on their core business, develop meaningful relationships with clients, and improve the value of their business.

Filled with inspirational strategies and practical advice from the author, The Financial Planners Guide to Business Best Practices and Client Engagement is an essential tool for success for any financial planner today.

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