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Benchmarking: An Adviser

Benchmarking: An Adviser

Benchmarking: An Adviser's Guide to the Ultimate Client Engagement Model. Dean Lombardo

Benchmarking: An Adviser's Guide to the Ultimate Client Engagement Model
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Author: Dean Lombardo
Number of Pages: 106 pages
Published Date: 07 May 2013
Publisher: Lulu.com
Publication Country: London, United Kingdom
Language: English
ISBN: 9781300849698
Download Link: benchmarking an adviser's guide to the ultimate client engagement model
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Benchmarking is a cutting edge financial planning client engagement model and methodology delivering tangible value and accountability. Used by industry recognised and award winning financial planning practices and advisers, Benchmarking transforms client relationships, increases profitability and above all increases the probability of successful client outcomes. By creating clear milestones and using key adult learning theory principles, Benchmarking enables both advisers and clients to have mutually successful outcomes and provides transparent measures of success. This in turn supports an ongoing fee for service proposition where value is clear and above all supports the client in their quest to achieve what's most important to them, including true peace of mind.

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