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Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers: Proven Techniques for Planners, Wealth Managers and Other Advisors - Hardcover

Oberlin, Cliff; Powers, Jill

 
9781576601587: Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers: Proven Techniques for Planners, Wealth Managers and Other Advisors
Hardcover
ISBN 10: 1576601587 ISBN 13: 9781576601587
Verlag: Bloomberg Press, 2004

Inhaltsangabe

Delivered with gusto and inspiration from two practicing planners, "Building a High-End Financial Services Practice is for aspiring and current financial planners who want to capture high-income clients and build relationships that are profitable in both up and down markets. The book gives advice about dealing with market volatility, new technology hurdles, more--and more-complex--financial products, and competition that seem to be coming out of the woodwork. It also contains invaluable advice on building lucrative alliances with other professionals. In addition, the authors include exclusive surveys of top financial planners and industry studies that identify trends, opportunities, and successful strategies. For those looking to manage a financial business for maximum efficiency, "Building a High-End Financial Services Practice lays out the map that will ensure success down the road.

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Verlag
Bloomberg Press
Erscheinungsdatum
2004
Sprache
Englisch
ISBN 10 
1576601587
ISBN 13 
9781576601587
Einband
Gebundene Ausgabe
Anzahl der Seiten
240
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Verantwortliche Person
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