Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers
Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers
Editorial Reviews
Bill Bachrach, author of Values-Based Financial Planning
Packed with ideas you can easily implement to run a better practice for you and for your clients.
Mark C. Tibergien, Principal, Moss-Adams LLP
A practical, accessible approach to building a high-end financial services practice.
Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers
Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers,Cliff Oberlin,Jill Powers,Bloomberg Press,1576601587,Business & Economics,Business/Economics,Consumer Finance,Finance,Financial planners,Financial services industry,Personal Finance - General,Business & Economics / Personal Finance / General
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Book Details
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