| |
| Verfasst von: | Weber, Richard M |
|---|---|
| Harris, Richard | |
| Vanderzanden, Gerard J | |
| Titel: | A Producer's Credo: Part 2 |
| Verlagsort: | Bryn Mawr |
| Verlag: | Society of Financial Service Professionals |
| Jahr: | 2022 |
| Inhalt: | Building on the July 2022 "In the Client's Best Interest" column in which an aspirational ethos was suggested for clearly addressing and meeting a client's expectations, this column examines in greater detail and scale of timing the agent's intentions and ability to meet a client's lifetime needs-and the ongoing management of their policies. Two guest columnists have joined the author to contribute to the content. |
| ISSN: | 1537-1816 |
| Titel Quelle: | Journal of financial service professionals |
| Jahr Quelle: | 2022 |
| Band/Heft Quelle: | 76, 6, S. 25 |
| URL: | http://www.ub.uni-heidelberg.de/cgi-bin/edok?dok=https%3A%2F%2Ffanyv88.com%3A443%2Fhttps%2Fsearch.proquest.com%2Fdocview%2F2731476773 |
| Sprache: | English |
| Sach-SW: | Client relationships |
| Financial planners | |
| Financial planning |
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