When I left school I worked with a bank for ten years – the last year was spent as a financial planner. My next job was with a small Adelaide-based financial planning business where I learnt a lot about financial planning and client service.
One of my early lessons was when I referred to someone I’d [...]
Entries Tagged as 'relationship'
Watch Your Language
November 6th, 2008 · No Comments · Marketing
Tags: bank·client·financial planner·financial planning·relationship
