Christine Timms
The Best Fiction Podcasts for Listeners Who Love a Good Story
You can’t beat a good story. Luckily, humans are great at storytelling, and the best fiction podcasts are all the proof that the modern listener requires. Get the popcorn ready; it’s storytime.
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Transitioning Clients and the Retirement Exit Decision
- Includes Strategies and Tools for Seeking and Implementing Group Referrals (Handbooks for the Professional Financial Advisor)
- Auteur(s): Christine Timms
- Narrateur(s): Christine Timms
- Durée: 2 h et 49 min
- Version intégrale
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The need to transition clients from one advisor to another advisor can be triggered by many different circumstances. An advisor will make group referrals to a successor advisor when they are retiring, reducing their clientele, or changing their business model....
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Transitioning Clients and the Retirement Exit Decision
- Includes Strategies and Tools for Seeking and Implementing Group Referrals (Handbooks for the Professional Financial Advisor)
- Narrateur(s): Christine Timms
- Durée: 2 h et 49 min
- Date de publication: 2021-02-04
- Langue: Anglais
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Prix courant: 8,71$ ou 1 crédit
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