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

by Howard Lashner (Author)

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.

Author Biography

Howard Lashner has more than thirty years' experience serving clients in the financial services industry. Throughout his long and tenured career, Howard has served as a sounding board for his clients, earning their trust and confidence with his long-term commitment to helping them achieve their goals. Howard prides himself on helping his clients get on the path to achieving financial independence. Howard frequently speaks to large audiences of financial advisors across the United States and Canada on topics that include the importance of a client-focused business.