The Financial Advisor's Guide to Building Trust | How Financial Professionals Grow Relationships, Referrals, and Revenue-One Memorable Event at a Time
Idioma: inglés
Editorial: Pinnacle Trade Press, 2026
- Tapa blanda
- Nuevo

Librería: preigu, Osnabrück, Alemaniapreigu
Vendedor de IberLibro desde 5 de agosto de 2024
Condición: Nuevo
EUR 39,15
Cantidad disponible: 5 disponibles
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The Financial Advisor's Guide to Building Trust | How Financial Professionals Grow Relationships, Referrals, and Revenue-One Memorable Event at a Time | Michael Oana | Taschenbuch | Englisch | 2026 | Pinnacle Trade Press | EAN 9798218864521 | Verantwortliche Person für die EU: Libri GmbH, Europaallee 1, 36244 Bad Hersfeld, gpsr[at]libri[dot]de | Anbieter: preigu Print on Demand.
N° de ref. del artículo 135044601
- Título
- The Financial Advisor's Guide to Building Trust | How Financial Professionals Grow Relationships, Referrals, and Revenue-One Memorable Event at a Time
- Autor
- Michael Oana
- Editorial
- Pinnacle Trade Press
- Año de publicación
- 2026
- Estado
- Neu
- Encuadernación
- Taschenbuch
- Idioma
- inglés
- ISBN 13
- 9798218864521
- Peso del artículo
- 257 gramos
- Dimensiones
- 216 x 140 x 9 mm
- Catálogos de vendedores
- Bücher
Financial advisors: your clients aren't buying advice-they're buying clarity.
If you work in financial services and want clients who trust you, stay with you, and refer you, The Advisor's Guide to Building Trust by Michael Oana delivers a powerful blueprint for making that happen.
This book pulls back the curtain on one of the profession's biggest challenges: the people who most need financial guidance are often the least likely to ask for it. Instead of chasing prospects or pushing products, Oana shows advisors how to become something far more valuable. A steady presence clients rely on when life gets complicated. Through relatable client scenarios and sharp insights, he demonstrates how trust is earned, why emotional intelligence matters as much as technical skill, and how advisors can turn complex financial decisions into clear, confident action.
Learn how elite advisors break through to build practices based on trust, not transactions. Discover how to transform dry seminars into buzzworthy events that generate organic referrals. Master hospitality as a strategic engine that makes clients feel known before they sit down. At the end of this book, you'll know how to follow up in ways that will turn single evenings into durable partnerships. You'll understand why grace under pressure builds more trust than flawless execution ever will.
Direct, practical, and deeply human, this is not theory. It is a playbook for advisors who want stronger client loyalty, deeper impact, and a practice built on genuine connection.
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preigu
Osnabrück, Alemania
Vendedor de IberLibro desde 5 de agosto de 2024
Tarifas de envío de Alemania a Estados Unidos de America
| Artículo | De 60 a 60 días hábiles | De 60 a 60 días hábiles |
|---|---|---|
| Primer artículo | EUR 70,00 | EUR 70,00 |
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preigu GmbH & Co. KG
Lengericher Landstraße 19
Osnabrück, Alemania 49078
Condiciones de venta
About Us
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preigu GmbH & Co. KG
Lengericher Landstr. 19
49078 Osnabrück
Germany
Telephone: +49 (0) 541 / 580 72 84
Email: mail@preigu.de
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AG Osnabrück - HRA 209647
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CEO: Ansas Meyer
We are neither willing nor obliged to participate in dispute resolution proceedings before consumer arbitration boards.
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Derecho al desistimiento
Instructions for revocation
Right of withdrawal for the sale of goods
Revocation right for consumers
(A ‘consumer' is any natural person who concludes a legal transaction which, to an overwhelming extent, cannot be attributed to either his commercial or independent professional activities.)
Instructions for revocation
Revocation right
You have the right to revoke this contract within 14 days without specifying any reasons.
The revocation period is 14 days with effect from the day,
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on which you or a third party nominated by you, which is not the carrier, had taken possession of the products, provided you had ordered one or more products within the scope of a standard order and this/these product/products is/are delivered uniformly;
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on which you or a third party nominated by you, which is not the carrier, had taken possession of the last product, provided you had ordered several products within the scope of a standard order and these products are delivered separately;
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on which you or a third party nominated by you, which is not the carrier, had taken possession of the last part delivery or the last unit, provided you had ordered a product, which is delivered in several part deliveries or units;
To exercise your right of withdrawal, you must inform us (preigu GmbH & Co. KG, Lengericher Landstr. 19, 49078 Osnabrück, Telephone number: +49 (0) 541 / 580 72 84, E-Mail address: mail@preigu.de) by means of a clear declaration (e.g. a letter sent by post, or an e-mail) of your decision to withdraw from this contract. You can use the attached model withdrawal form for this purpose, which is, however, not mandatory.
You can also exercise your right of withdrawal online by clicking on a button labelled accordingly (such as ‘Withdraw from contract' or similar) on the AbeBooks/ZVAB website. If you use this online function, you will immediately receive a confirmation of receipt on a durable medium (e.g. via email) containing information on the content of the withdrawal notice, as well as the date and time of its receipt.
In order to safeguard the revocation period, it is sufficient that you send the notification about the exercise of the revocation right before the expiry of the revocation period.
Consequences of the revocation
If you revoke this contract, we shall repay all the payments, which we received from you, including the delivery costs (with the exception of additional costs, which arise from that fact that you selected a form of delivery other than the most reasonable standard delivery offered by us), immediately and at the latest within 14 days from the day on which we received the notification about the revocation of this contract from you. We use the same means of payment, which you had originally used during the original transaction, for this repayment unless expressly agreed otherwise with you; you will not be charged any fees owing to this repayment.
We can refuse the repayment until the products are returned to us or until you have furnished evidence that you have sent the products back to us, depending on whichever is earlier.
You must return or transfer the products to us immediately and, in any case, at the latest within 14 days with effect from the day on which you inform us of the revocation of this contract. The deadline is maintained if you send the products before the expiry of the 14 day deadline.
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Criteria for exclusion or expiry
The revocation right is not available for contracts
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for delivery of products, which are not prefabricated and for whose manufacturing an individual selection or stipulation by the consumer is important or which are clearly tailored to the personal requirements of the consumer;
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for delivery of products, which can spoil quickly or whose use-by date would be exceeded quickly;
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for delivery of alcoholic drinks, whose price was agreed at the time of concluding the contract, which however can be delivered 30 days after the conclusion of the contract at the earliest and whose current value depends on the fluctuations in the market, on which the entrepreneur has no influence;
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for delivery of newspapers, periodicals or magazines with the exception of subscription contracts. The revocation right expires prematurely in case of contracts
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for delivery of sealed products, which are not suitable for return for reasons of health protection or hygiene if their seal has been removed after the delivery;
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for delivery of products if they have been mixed inseparably with other goods after the delivery, owing to their condition;
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for delivery of sound or video recording or computer software in a sealed package if the seal has been removed after the delivery.
Specimen - revocation form
(If you wish to revoke the contract, please fill up this form and send it back to us.)
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To preigu GmbH & Co. KG, Lengericher Landstr. 19, 49078 Osnabrück, Email address: mail@preigu.de :
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I/we () herewith revoke the contract concluded by me/ us () regarding the purchase of the following products ()/
the provision of the following service () -
Ordered on ()/ received on ()
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Name of the consumer(s)
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Address of the consumer(s)
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Signature of the consumer(s) (only in case of a notification on paper)
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Date
(*) Cross out the incorrect option.