Know Service
Connect with Clients. Shape Your Future. Differentiate You!
5 Steps to 5-Star Service for Financial Professionals
by Sarah E. Dale and Krista S. Sheets, published by Boundless Publishing.
Overview:
This 195 page “how-to” book reviews an easy-to-follow 5-step process and includes dozens of sample letters, scripts, checklists, and tools to help financial professionals attract and retain ideal clients and take their businesses to new heights.
For more information read Making the Case for 5-Star Service by Krista Sheets and Sarah Dale.
Price: $55.00
To purchase please call us at (770) 319-0310.
Know Service Tool Kit
(Electronic Download)
Our book, Know Service provides over 55 tools intended for financial professionals who want to increase their professionalism and take their business to new heights. The companion tool kit is a convenient electronic download designed to help you put these tools to work for your team.
Price: $25.00
To purchase please call us at (770) 319-0310.