Attract and Retain the Affluent Investor - 9780793144334
Un libro in lingua di Stephen Gresham Evan Cooper edito da Kaplan, 2001
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Gresham (founder and principal of the Gresham Company, LLC, advising brokerage firms, mutual fund managers, insurers, and banks on working with affluent clientele) and Cooper (financial journalist, editor-in-chief of On Wall Street magazine) provide tactics for today's successful financial advisors to ensure their future prosperity. Coverage includes earning more from fewer clients; providing a richer and more complex level of service; increasing client satisfaction and loyalty; determining the right specialization path; adjusting from investment counselor to wealth advisor; prospecting for clients; and enjoying greater career satisfaction. Annotation c. Book News, Inc., Portland, OR (booknews.com)
Informazioni bibliografiche
- Titolo del Libro in lingua: Attract and Retain the Affluent Investor
- Sottotitolo: Winning Tactics for Today's Financial Advisor
- Lingua: English
- Autori : Stephen Gresham Evan Cooper
- Editore: Kaplan
- Collana: Kaplan (Hardcover)
- Data di Pubblicazione: 17 Gennaio '01
- Genere: BUSINESS and ECONOMICS
- Argomenti : Financial planners Investment advisors
- Pagine: 272
- Dimensioni mm: 228 x 158 x 19
- ISBN-10: 0793144337
- EAN-13: 9780793144334