10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy Loyal Clients

by Howard Lashner

Drawing upon Howard Lashner’s more than two decades of success in the financial services industry, 10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them demonstrates that what many advisors consider standard operating procedures are really missed opportunities to build better, longer-lasting client relationships. Using real-world client experiences, as well as his own, Lashner focuses on eliminating mistakes that keep financial advisors from delivering the highest-level client experience possible, and from expanding their business and client roster. The result is his philosophy on how to work with clients, and a plan of action you can implement to create a personalized client experience.

Genres: Business

120 pages, Paperback

Published April 14, 2018

Reviews

[David · Rating 4 out of 5]

It was a good too read how financial advisors should treat their clients. Also, this book is good for people who are looking for financial advisors as it teaches them how they should be treated. The book itself was straight forward, easy to understand, and provided excellent examples to illustrate points.

[Manu · Rating 5 out of 5]

This had some pointers that have influenced me in how I do business when it comes to my investment clients. Thank you Howard Lashner!

[Donna Gardner · Rating 5 out of 5]

Great insight on being genuine with your clients.

[Jimmy Ferneyhough · Rating 4 out of 5]

If you are a financial advisor, I would consider this mandatory reading. Especially as you’re starting your career.