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What Do Financial Planning Clients Really Want?

  • Gives advisers the necessary insights to better understand the mindset, motivations and expectations of people who use and don’t use financial planners.
  • Book
    $65.00
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The New Trusted Adviser

  • Authored by James Evangelidis, shows how becoming a trusted adviser to your clients can help you to grow your advisory business.
  • eBook - ProView
    $48.99
    Bundle
    $63.69
    Book
    $48.99