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Cross-Selling Financial Services
Author Clifton Warren
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 thei....
Release Date 2017/12 -
Financial Services Sales Handbook
Author Clifton Warren Warren
Acquiring, retaining, and developing clients are the major steps for any successful business; failure to accomplish these steps is the major reason many professionals and firms fail to achieve their full potential.The financial services industry is currently facing....
Release Date 2016/08