Bloomberg Press. Hardcover. GOOD. Spine creases, wear to binding and pages from reading. May contain limited notes, underlining or highlighting that does affect the text. Possible ex li… Mehr…
Bloomberg Press. Hardcover. GOOD. Spine creases, wear to binding and pages from reading. May contain limited notes, underlining or highlighting that does affect the text. Possible ex library copy, will have the markings and stickers associated from the library. Accessories such as CD, codes, toys, may not be included., Bloomberg Press, 2.5<
Based on teleconferences and interviews with 55 top financial advisors, Rowland has distilled their specific advice and best thinking on successful business practices into an outstanding … Mehr…
Based on teleconferences and interviews with 55 top financial advisors, Rowland has distilled their specific advice and best thinking on successful business practices into an outstanding book. Includes advice on disclosure, due diligence, fiduciary duties, registration, and conflicts of interest. Media > Book<
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BEST PRACTICES FOR FINANCIAL ADVISORS (BLOOMBERG PROFESSIONAL LIBRARY) By Mary Rowland, Michael R. Bloomberg - Hardcover *Excellent Condition*. Very Good, Festpreisangebot, [LT: FixedPrice]
Bloomberg Press. Hardcover. GOOD. Spine creases, wear to binding and pages from reading. May contain limited notes, underlining or highlighting that does affect the text. Possible ex li… Mehr…
Bloomberg Press. Hardcover. GOOD. Spine creases, wear to binding and pages from reading. May contain limited notes, underlining or highlighting that does affect the text. Possible ex library copy, will have the markings and stickers associated from the library. Accessories such as CD, codes, toys, may not be included., Bloomberg Press, 2.5<
Based on teleconferences and interviews with 55 top financial advisors, Rowland has distilled their specific advice and best thinking on successful business practices into an outstanding … Mehr…
Based on teleconferences and interviews with 55 top financial advisors, Rowland has distilled their specific advice and best thinking on successful business practices into an outstanding book. Includes advice on disclosure, due diligence, fiduciary duties, registration, and conflicts of interest. Media > Book<
BEST PRACTICES FOR FINANCIAL ADVISORS (BLOOMBERG PROFESSIONAL LIBRARY) By Mary Rowland, Michael R. Bloomberg - Hardcover *Excellent Condition*. Very Good, Festpreisangebot, [LT: FixedPrice]
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Mary Rowland has distilled the experience of an elite group of 55 financial advisors into a compact handbook on excellence for planners of all kinds. Anyone managing money-fee-based planners, brokers, trust officers, attorneys, accountants-will reap scores of valuable tips and recommendations from 55 professionals considered by their peers to be among the best in the business. Based on hundreds of hours of group discussions among these top performers, Best Practices For Financial Advisors lays out practical steps for improving business quality, efficiency, and volume. It gives tested solutions for the most challenging problems financial planners face. Whether the concern is staying current, answering legal questions, earning client loyalty, or marketing new services, Best Practices For Financial Advisors has authoritative information on: Getting the best training and education; Legal steps to registering with the SEC and other key certifications; What due diligence means in practice; Avoiding, disclosing, and eliminating conflicts of interest; What to tell clients about fees, procedures, asset classes, and risk; Meeting fiduciary responsibilities-and the business benefits of putting the client first; Strateties that match clients with suitable investments; Ways to market services, retain the best clients, and attract business.
Detailangaben zum Buch - Best Practices for Financial Advisors (Bloomberg Professional Library)
Buch in der Datenbank seit 2008-02-08T16:20:58+01:00 (Zurich) Detailseite zuletzt geändert am 2023-06-27T10:56:09+02:00 (Zurich) ISBN/EAN: 9781576600061
ISBN - alternative Schreibweisen: 1-57660-006-8, 978-1-57660-006-1 Alternative Schreibweisen und verwandte Suchbegriffe: Autor des Buches: bloomberg, rowland, michael mary Titel des Buches: bloomberg
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