FOR IMMEDIATE RELEASE
Announcing "The Financial Planners Guide to Business Best Practices and Client Engagement: Innovative techniques to maximize your business value" by James Fredric James Fredric is paving the path to success for Financial Planners! Nov 14, 2014 - James Fredric, specialist consultant assisting financial planners refocus on their clients, has just released his new book "The Financial Planners Guide to Business Best Practices and Client Engagement." "The simplest way to describe my mission is: to find what is stopping financial planners from having more meaningful engagement with their clients and prospective clients; remove the excuses from their system so they can become better financial planners; and in many cases, help them to become better business people.” The Financial Planners Guide to Business Best Practices and Client Engagement features innovative techniques for professionals in the financial planning industry to maximize their success. Covering a number of issues that financial planning professionals face in business every day, the strategies in this book will help financial advisors to focus on their core business, develop meaningful relationships with clients, and improve the value of their business. Filled with inspirational strategies and practical advice from the author, The Financial Planners Guide to Business Best Practices and Client Engagement is an essential tool for success for any financial planner today. “This book will motivate financial planners to take action to improve their business’ success.” Find out more about "The Financial Planners Guide to Business Best Practices and Client Engagement" at http://book.whatsyourplan.com.au.
About the Author James Fredric is a specialist consultant assisting financial planners refocus on their clients, and is also the author of The Financial Planners Guide to Business Best Practices and Client Engagement. With extensive experience across the financial services industry with companies such as National Australia Bank, MLC, Anne Street Partners, Millenium3 in varying capacities as well as several boutique firms including one where James was mentored in how to run a small business, James takes an innovative approach to helping financial planners grow their business.