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Which sales techniques really work in a turbulent investment climate and which ones don't? How does an Advisor regain confidence after a setback?
How can Advisors communicate credibly and convincingly with uneasy investors and gain new clients in the process while serving their established base?
Drawing on decades of front-line experience, authors Parisse and Richman address the challenges facing today's Financial Advisors with insight, wit and intelligence.
129 pages, Paperback
First published February 1, 2003