Shop
Benchmarking: An Adviser's Guide to the Ultimate Client Engagement Model
Paperback, 106 Pages
Price:
$65.99
Prints in 3-5 business days
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.
There are no reviews for the current version of this product
Refreshing...
There are no reviews for previous versions of this product
Refreshing...
Product Details
- ISBN
- 9781300849698
- Copyright
- Dean Lombardo (Standard Copyright License)
- Published
- May 7, 2013
- Language
- English
- Pages
- 106
- Binding
- Perfect-bound Paperback
- Interior Ink
- Full color
- Weight
- 1.03 lbs.
- Dimensions (inches)
- 8.5 wide x 11 tall
- Product ID
- 21010189
Your notification has been sent
Lulu Staff has been notified of a possible violation of the terms of our Membership Agreement. Our agents will determine if the content reported is inappropriate or not based on the guidelines provided and will then take action where needed.
Thank you for notifying us. We will email you with the results and/or actions taken as a result of the investigation if you chose to receive confirmation.
We were unable to complete your request.
We were unable to complete your request.

Age Verification
The page you are attempting to access contains content that is not intended for underage readers.
Please verify your birth date to continue.