Lifestyle Resource Guidebook For Financial Planner

$20.00

This is your in-office coach to help you have your clients create confident and inspired work-optional lives.  Knowing that your time is already stretched, this guide will help you:
  • Deepen client relationships and increase loyalty
  • Provide a low-cost differentiator in a very busy marketplace
  • Increase referral as clients know you have their whole well-being in mind

Description

This is your in-office coach to help you have your clients create confident and inspired work-optional lives.  Knowing that your time is already stretched, this guide will help you:
  • Deepen client relationships and increase loyalty
  • Provide a low-cost differentiator in a very busy marketplace
  • Increase referral as clients know you have their whole well-being in mind

Additional information

Color

Blue

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