011 - Partire dal cliente - di Enrico Florentino

What this episode covers

Il cliente. Quanto lo conosci? Non mi sto riferendo al fatto che lo frequenti da qualche tempo, magari incontrandolo quattro volte l’anno.Cosa conosci di lui oltre oltre le normali cose che un consulente finanziario deve sapere per poter svolgere il proprio lavoro’Il patrimonio, gli obiettivi, il numero ed il nome dei familiari?In questa puntata vorrei partire proprio dal cliente.Sottolineando che è il cliente il vero capo supremo nel rapporto con il Consulente finanziario.

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Frequently Asked Questions

How long is this episode of L'IMPRENDIPROMOTORE Podcast?

This episode is 33 minutes long.

When was this L'IMPRENDIPROMOTORE Podcast episode published?

This episode was published on November 26, 2018.

What is this episode about?

Il cliente. Quanto lo conosci? Non mi sto riferendo al fatto che lo frequenti da qualche tempo, magari incontrandolo quattro volte l’anno.Cosa conosci di lui oltre oltre le normali cose che un consulente finanziario deve sapere per poter svolgere il...

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