Imagen del editor

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

ISBN 10: 1576601587 / ISBN 13: 9781576601587
Editorial: Bloomberg Press, 2004
Usado 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

Cantidad: 1

Comprar usado
Precio: EUR 47,19 Convertir moneda
Gastos de envío: EUR 3,62 A Estados Unidos de America Destinos, gastos y plazos de envío
Añadir al carrito

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

Detalles bibliográficos

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

Editorial: Bloomberg Press

Año de publicación: 2004

Encuadernación: Hard Cover

Condición del libro:Fine

Condición de la sobrecubierta: Fine

Edición: First Edition {First Printing}

Acerca de

Sinopsis:

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.

About the Author:

Cliff Oberlin is CEO of Oberlin Financial Corp., a full-service financial advisory practice and broker-dealer. The former president and CEO of MFI Investments, which merged in 1995 with Sky Financial, Inc., he has more than twenty-five years experience as a licensed representative and general securities principal. Mr. Oberlin has won numerous awards and has taken a leadership role in industry organizations, including chairing both the NASD District 8 Business Conduct Nominating Committee and the International Association for Financial Planning's Broker-Dealer Division. He is a Certified Public Accountant, Personal Financial Specialist, and Certified Financial Planner. Jill Powers is president of Oberlin Financial Corp. As president, Ms. Powers is responsible for directing the marketing, operations, and compliance divisions of the firm. She serves on the NASD District 8 (Chicago) Business Conduct Committee as well as the NASD Small Firms Advisory Board and is active in the Financial Planning Association in both the broker-dealer and the practitioner divisions. She holds several securities and insurance licenses and is a Certified Financial Planner.

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

Descripción de la librería

We sell online only.

Ver la página web de la librería

Condiciones de venta:

Billing available to established
accounts with payment upon receipt of book(s). 30 day net billing available to
accredited institutions. Returns are allowed with prior notification to dealer.
Return shipping charges paid by customer.To use credit card go thru abe check out.

Condiciones de envío:

Shipping costs are based on books weighing 2.2 LB, or 1 KG. If your book order is heavy or oversized, we may contact you to let you know extra shipping is required.

Todos los libros de esta librería

Métodos de pago
aceptados por la librería

Visa Mastercard American Express Carte Bleue

Giro Postal