The Enduring Advisory Firm How to Serve Your Clients More Effectively and Operate More Efficiently |
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Author:
| Tibergien, Mark C. Dellarocca, Kimberly G. |
Series title: | Bloomberg Financial Ser. |
ISBN: | 978-1-119-10876-4 |
Publication Date: | Nov 2016 |
Publisher: | John Wiley & Sons, Limited
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Book Format: | Hardback |
List Price: | AUD $104.95 |
Book Description:
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A guide for financial advisors who are ready to embrace new opportunities
The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape.
A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape.