Building a Financial Services Clientele 10th Edition Textbook
Click here to view a sample chapter from our best selling Building a Financial Services Clientele textbook.
The 10th edition of Building a Financial Services Clientele is the essential guide to mastering the One Card System. Master the science and the art of financial services sales success with the book that has made the One Card System a proven winner for over 50 years!
This edition provides step-by-step instructions on how to:
- Become the one and only trusted financial advisor for your clients
- Capture 40% of deferred business, increase case size and obtain quality referrals
- Continually find and acquire new, dedicated clients
Important revisions in the 10th edition include:
- Completely updated industry terminology
- An important new chapter dedicated to utilizing current technology. Software and mobile technology has changed how we do business so it is important to learn how to integrate these new tools successfully.
Click here to view or purchase the Building a Financial Services Clientele textbook.