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Applying goals-based advice (clients) / by Hans Egger

By: Egger, Hans.
Series: IFA.Publisher: Australia, Sterling Publishing, Edition: no. 683, August 2019.Description: 24-25, 2 pages.Subject(s): Australia | Financial advisory services | Client relationships | Interpersonal communicationOnline resources: Download PDF from Catalogue Summary: Advises a goals-based discussion with clients is a critical part of a financial planning process. Looks into how to conduct a goals-based conversation with clients.
Item type Home library Call number Status Date due Barcode Item reserves
Article Article Australia
Available CA014012
Total reserves: 0

Advises a goals-based discussion with clients is a critical part of a financial planning process. Looks into how to conduct a goals-based conversation with clients.

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