Best Practices for Financial Advisors (Bloomberg Professional Library)
By Unknown Author.
Description
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 soluti...
ISBN(s)
1576600068, 9781576600061, 9781576600068
