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

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"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. del artículo 048951

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