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Personal Financial Services Advice, Module 3: Building Loyalty by Meeting Your Clients Needs by Canadian Securities Institute is a book available to read on EtoBox.
What is Personal Financial Services Advice, Module 3: Building Loyalty by Meeting Your Clients Needs about?
Section 1 – Creating Value for Your Client Section 2 – Selling With a Needs-Based Approach Section 3 – Selling Additional Solutions to Meet Your Clients’ Financial Goals Section 4 – Building Your Business Through Referrals
- Author
- Canadian Securities Institute
- Publisher
- Canadian Securities Institute (CSI) , CSI, Moody's Analytics Training & Certification Services
- Published
- 2016
- Language
- EN
- ISBN
- 9781771761406
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