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Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor - Hardcover

Stephen Gresham & Evan Cooper

 
9780793144334: Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor
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ISBN 10: 0793144337 ISBN 13: 9780793144334
Publisher: Kaplan Trade, 2001
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In order to ensure future success, financial advisors must find a way to compete for one of the fastest-growing segments of the investing population - the affluent.

Stephen D. Gresham and Evan Cooper, authors of Attract and Retain the Affluent Investor, show readers that by adapting current methods and learning how to provide a richer level of service, financial advisors will be able to capitalize on this opportunity and create greater client satisfaction.

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  • PublisherKaplan Trade
  • Publication date2001
  • ISBN 10 0793144337
  • ISBN 13 9780793144334
  • BindingHardcover
  • Number of pages202
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