Building a High-End Financial Services Practice
Subtitle: Proven Techniques for Planners, Wealth Managers, and Other Advisers
Publisher: Bloomberg Press
Published: April 2004
Language: eng
Format: Hardcover
Number of pages: 240
ISBN-13: 9781576601587
Subjects: Finance; Financial services industry; Consumer Finance; Business & Economics; Business/Economics; Personal Finance - General; Business & Economics / Personal Finance / General; Financial planners
First sentence: AS YOU'LL SEE throughout this book, to reach a high level of success as an adviser you must work, at least to some degree, with affluent clients.