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Introduction
Advising for Finance Professionals
Acknowledgements
1. Chapter 1: Exploring Careers in Finance
2. Chapter 2: Achieving Career Success in a Changing Environment
3. Chapter 3: Maintaining and Growing Your Book of Business/Professional Practice
4. Chapter 4: Sales versus Advising.
5. Chapter 5: Customer Service
6. Chapter 6: Before the Client Meeting
7. Chapter 7: Navigating Client Resistance: A Toolkit for Handling Objections
8. Chapter 8: Building Rapport and Deepening Client Relationships
9. Chapter 9: When Things Go Wrong / Service Recovery
10. Chapter 10: Bringing It All Together: Your Path Forward on becoming a Finance Professional.
Appendix
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Advising for Finance Professionals Copyright © 2025 by Carla Van Horne is licensed under a Creative Commons Attribution 4.0 International License, except where otherwise noted.