Marketing your financial planning services : a guide for professionals
著者
書誌事項
Marketing your financial planning services : a guide for professionals
Wiley, c1988
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注記
Bibliography: p. 295-298
Includes index
内容説明・目次
内容説明
Geared to the individual or small professional practice, this book aims to provide a variety of techniques that the financial planner can use to promote personal financial planning services. It takes the planner through a step-by-step approach to effective but legal marketing strategies. Topics covered include: overcoming consumer distrust, advertising techniques, and developing a strrategic marketing plan. Checklists are included, along with real world examples.
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