Includes bibliographical references (page 243) and index.
CONTENTS NOTE
Text of Note
Preface; Chapter 1 -- How Sales Professionals Make the World Go Round; Chapter 2 -- How to Meet, Greet, and Treat Your Clients; Chapter 3 -- The Emotionally Intelligent Financial Professional; Chapter 4 -- Moving from Me to We; Chapter 5 -- Understanding Personality DNA; Chapter 6 -- You Have to Read Them before You Can Lead Them; Chapter 7 -- Keys to Connecting with Personalities; Chapter 8 -- Pushing the Right Buttons; Chapter 9 -- Turning Conflict into Opportunity; Chapter 10 -- Connecting in Conflict; Chapter 11 -- The Human Drama, Act I; Chapter 12 -- The Human Drama, Act II.
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SUMMARY OR ABSTRACT
Text of Note
One of the best ways to attract clients in today's marketplace is for financial advisors to connect with clients on a personal level. In Making the Client Connection, Mitch Anthony and Gary DeMoss help financial advisors use interpersonal and relational skills to identify and meet clients' needs to increase their book of business.