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What is the Building a Financial Services Clientele: Textbook?

April 26, 2017building clientele Financial Services textbook

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What is the Building a Financial Services Clientele: Textbook?

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Master the science and the art of financial services sales success with the book that has made the One Card System a proven winner for over 30 years. This new edition will show you step-by-step how to: Become the one and only trusted financial advisor for your clients. Manage time and relationships in an increasingly competitive and complex market. Capture 40% of deferred business, increase case size and obtain quality referrals. Continually find and acquire new, dedicated clients. Whether you’re a beginner or an established professional, you can’t miss with the One Card’s proven sales success system.