Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for -- the first in-depth, client-tes

The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated fi

A successful financial planner is someone who does more than just crunch numbers and present an annual investment plan to clients. There is a psychological comp

World-renowned client relationship authority shows you how to dramatically grow your business by mastering fourteen critical client development challenges Andre

"I found this book to be a well-written, sensitively presented, and important resource for those engaged in this critical area of work. Thank you, Dr. Werth, fo