Creating a Pipeline of New Affluent Clients
Subtitle: Building Strategic Partnerships With Lawyers & Accountants
Publisher: National Underwriter Company
Published: August 2003
Language: eng
Format: Paperback
Number of pages: 226
ISBN-13: 9780872186385
Subjects: Investments & Securities - General; Insurance - General; Personal Finance - Money Management; Personal Finance - Taxation; Business & Economics; Business / Economics / Finance; Affluent consumers; Financial planners; Investment advisors; Marketing; Business/Economics