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      The New Financial Advisor

      The New Financial Advisor

      STRATEGIES FOR SUCCESSFUL FAMILY WEALTH MANAGEMENT
      G.Scott Budge
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      0.0 / 10 ( 0 votes)
      Categories:
      Finance & Accounting
      Language:
      Engleza
      Publishing Date:
      2008
      Publisher:
      Page Count:
      208
      ISBN-10:
      0470275308
      Original Title:
      The New Financial Advisor
      Brand:
      ISBN:
      9780470275306
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      Publisher's Synopsis
      Shows how a more personal approach to managing client relationships can help financial advisors excel. This book frames various challenges and opportunities financial advisors will face with their clients and provides concepts for them to step confidently and ethically into an arena where one needs more than technical knowledge to prosper.
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