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李鳳蘭:如何贏取客戶信任

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Uploaded by on Nov 22, 2007

宏觀財務首席顧問李鳳蘭談到財務規劃的過程,需要客戶將其個人或家庭之財務收支完整揭露,因此,客戶對顧問的信任相當重要,同時她也提到如何讓客戶安心地將其家庭財務安全­規劃交由財務顧問規劃執行。

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