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In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: 58 - Tapa dura

Rowland, Mary

 
9781576601259: In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: 58
Tapa dura
ISBN 10: 1576601250 ISBN 13: 9781576601259
Editorial: Bloomberg Press, 2003

Sinopsis

smart advisers put serving clients first, but not at the cost of survival. it's a challenging process but one that can be eased enormously by the insight and experience in in search of the perfect model.

"Sinopsis" puede pertenecer a otra edición de este libro.

Reseña del editor

financial advisers are continually raising the bar. there seems no limit to how far beyond good enough they're willing to go. but can planners maintain such high standards and still manage to grow a business? smart advisers put serving clients first, but not at the cost of survival. no surprise, then, that those on the cutting edge are looking beyond comprehensive client service; they're figuring out how to develop a practice model that attracts the kind of clients they want most and allows their business to grow. this requires an objective look at who you are and what you do best. it's a challenging process but one that can be eased enormously by the insight and experience of those who've completed it. so if you're looking for a way to grow your practice and to meet the higher expectations that clients now have, these models can motivate and even inspire. from national and regional firms to sole practitioners and niche players, you'll see how planners like harold evensky, sheryl garrett, and charlie haines started out from a place much like the one you're in now and arrived at another uniquely their own. let them show you how to get there from here.

Product Description

Book by Rowland Mary

"Sobre este título" puede pertenecer a otra edición de este libro.

Editorial
Bloomberg Press
Año de publicación
2003
Idioma
Inglés
ISBN 10 
1576601250
ISBN 13 
9781576601259
Encuadernación
Tapa dura
Número de edición
1
Número de páginas
273
Contacto del fabricante
no disponible
Persona responsable
no disponible