Financial Advisor Client Logbook(1st Edition)
Authors:
Kate Jansen
Type:Hardcover/ PaperBack / Loose Leaf
Condition: Used/New
In Stock: 1 Left
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Book details
ISBN: 8745255168, 979-8745255168
Book publisher: Independently Published
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Customer Reviews
Trusted feedback from verified buyers
SR
I recently added the Financial Advisor Client Logbook to my toolkit, and I've been quite impressed overall. The templates included strike a good balance, offering both practical examples and theoretical explanations. The book was well-packaged and arrived ahead of schedule, which I always appreciate. The only thing keeping it from a five-star rating is there's room for a bit more personal customization in the templates. Otherwise, it's a solid choice for anyone in the field.
SP
As a seasoned financial advisor, this logbook has been a game-changer for my practice. It provides clear templates and a structured way to document client interactions and financial strategies. I've found it highly beneficial for ensuring nothing falls through the cracks. The delivery was incredibly fast and the book came in perfect condition, which was a lovely bonus. If you're looking for something to keep your client management on point, look no further!
CM
A fantastic guide for financial advisors looking to streamline their client interactions. The layout is intuitive, and the instructions are easy to follow. Plus, I got an extra discount with my bookstore membership, making it an even better deal! The book has proven to be practical in organizing my appointments and tasks, though it could use a little more depth in the advisory strategies section. Overall, it's been a beneficial addition to my resources.





























