Which sales techniques really work in a turbulent investment climate and which ones don’t? How does an Advisor regain confidence after a setback?
How can Advisors communicate credibly and convincingly with uneasy investors and gain new clients in the process while serving their established base?
Drawing on decades of front-line experience, authors Parisse and Richman address the challenges facing today’s Financial Advisors with insight, wit and intelligence.
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David Richman has been in the investment business for over twenty years. He has extensive experience in marketing and sales and has been a senior member of the sales team for the oldest independent provider of managed money consulting services in the country. He is a friend and partner to scores of financial advisors who have leveraged his skills through thousands of seminars and joint calls with affluent investors. David is a member of the Connecticut Bar and has sat on numerous civic boards over his career. He holds a BA and MA from the University of Rochester and a JD from the University of Connecticut. David resides in Connecticut with his spouse of 26 years and their children.
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