This book is about generating profitable revenue from existing clients, and converting part-time clients into 100 percent full-time clients. Professionals and firms that offer financial services want to enjoy continued organic growth, and maximize the value of their business. Retaining and developing existing clients is one of the challenges they encounter in the process.
- Experienced professionals and firms who want to protect their existing top clients and revenue
- Maximize the long-term growth and profitability of their business
- The book will also help professionals to sharpen their account development capabilities
Also check out the companion book, “99 Frequently Asked Questions about Marketing and Selling Financial Services“.
You can order the PDF version from this page.
If you wish to purchase a printed or Kindle version follow the link below.