This is the companion workbook to my books, Financial Services Sales Handbook and Cross-Selling Financial Services.
In it you will find application questions, as well as the opportunity to make notes, and record your thoughts by answering questions. It is designed to provoke thought and gain deeper insights into the reading material.
The workbook combines the question format with a checklist approach, providing a reliable short cut to assembling information and making sure no vital issues or questions are left out.
