Financial Services
Emerging Perspectives on the Marketing of Financial Services
A fundamental requirement for the social and economic stability of any modern society is the financial security of its citizens.
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The Financial Services Marketing Handbook
Sale Price: $27.70*
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(Overstock Books)
Financial professionals realize that today, with money tight and customers skeptical, they need to become much better informed about how to create an image, sell themselves, and market their services.
Merchant: Overstock Books
CRM in Financial Services
CRM has been one of the strongest areas of management focus in financial services companies throughout the world over the last five years. While it is forecast that this will continue for the next five years, many companies are struggling with their CRM programmes.
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The Financial Services Marketing Handbook
The Financial Services Marketing Handbook covers the keystones of marketing strategy— segmentation, positioning, branding, situational analysis, and tactical planning—and then offers a step-by-step overview on constructing a market plan.
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Emotionally Intelligent Financial Advisor
The Emotionally Intelligent Financial Advisor is based on groundbreaking work by a leading authority from the financial services industry. What makes a financial advisor a top producer?
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Getting Started as a Financial Planner
Jeffrey H. Rattiner, CPA, CFP, MBA, RFC, is president of JR Financial Group, Inc., a multipurpose holding company serving consumers and the financial-services industry.
Merchant: eBooks