Práca s klientom
Stretnutie na ulici
Telefonát – Nový klient
Telefonát – Odporúčanie
Privítanie klienta
Úvodné stretnutie
Spolupráca s klientom
Finančná analýza
Prezentácia finančného plánu
Course Content
Stretnutie na ulici
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Telefonát – Nový klient
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Telefonát – Odporúčanie
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Privítanie klienta
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Úvodné stretnutie
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Spolupráca s klientom
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Finančná analýza
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Prezentácia finančného plánu
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