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Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers {FIRST EDITION}

Oberlin, Cliff and Jill Powers {Authors} with John Bowen {Forward By

2 valoraciones por Goodreads
ISBN 10: 1576601587 / ISBN 13: 9781576601587
Editorial: Bloomberg Press, Princeton, New Jersey, U.S.A., 2004
Condición: Fine Encuadernación de tapa dura
Librería: Glued To The Tube Books (Minneapolis, MN, Estados Unidos de America)

Librería en AbeBooks desde: 13 de noviembre de 2002 Valoración librería Valoración 5 estrellas

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Descripción

"This book provides proven strategies for dealing with increased market volatility, new technology 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. In addition, the book includes valuable surveys of top financial planners and industry studies that identify trends, opportunities, and successful techniques." This book has 236 pages and is illustrated. N° de ref. de la librería 048951

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Detalles bibliográficos

Título: Building a High-End Financial Services ...

Editorial: Bloomberg Press, Princeton, New Jersey, U.S.A.

Año de publicación: 2004

Encuadernación: Hard Cover

Condición del libro:Fine

Condición de la sobrecubierta: Fine

Edición: First Edition {First Printing}

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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.

Product Description:

Book by Cliff Oberlin Jill Powers

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