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Building a High-End Financial Services Practice: Proven Techniques for Planners Wealth Managers and Other Advisors - Tapa dura

Oberlin, Cliff; Powers, Jill

 
9781576601587: Building a High-End Financial Services Practice: Proven Techniques for Planners Wealth Managers and Other Advisors

Sinopsis

building a high-end financial services practice is for top-producing financial advisers who want to capture the affluent investor and build strong relationships that are profitable in both up and down markets. this book provides proven strategies for dealing with increased market volatility, new tech-nology hurdles, more and more-complex financial products, and competition that seems to be coming out of the woodwork. it also contains invaluable advice on working strategically with broker-dealers and other professionals to expand your services and grow your business.

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Product Description

Book by Cliff Oberlin Jill Powers

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