The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts - Hardcover
Synopsis
The Managed Account Handbook, the first book of it's kind for financial advisors, features the benefits of managed accounts and "best practices" strategies used by many of the industry's leading advisors who have successfully incorporated managed accounts into their practices.
Among the topics covered are: information gathering strategies, creating managed account solutions, marketing managed accounts, and using managed accounts as part of a wealth management strategy.
The managed account industry is on a roll, driven by powerful baby boomer demographics and the boomers' growing need for customized tax-sensitive investment solutions. Financial advisors are using managed accounts as the primary income source for their high-net-worth practices.
Whether you are new to the business or looking to grow your existing advisory practice, this book will help you capture your share of new affluent clients and achieve a higher level of success.
"synopsis" may belong to another edition of this title.
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The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Published by
Connecticut River Press, 2002
ISBN 10: 0972303308
ISBN 13: 9780972303309
Used
Hardcover
Seller: Gulf Coast Books, Cypress, TX, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: Good. Seller Inventory # 0972303308-3-32765640
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The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Published by
Phoenix Investment Partners (edition First Edition), 2002
ISBN 10: 0972303308
ISBN 13: 9780972303309
Used
Hardcover
First Edition
Seller: BooksRun, Philadelphia, PA, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: Very Good. First Edition. With dust jacket. It's a well-cared-for item that has seen limited use. The item may show minor signs of wear. All the text is legible, with all pages included. It may have slight markings and/or highlighting. Seller Inventory # 0972303308-8-1-29
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The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Published by
Phoenix Investment Partners, 2002
ISBN 10: 0972303308
ISBN 13: 9780972303309
Used
Hardcover
Seller: ThriftBooks-Reno, Reno, NV, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0972303308I4N00
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The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Published by
Phoenix Investment Partners, 2002
ISBN 10: 0972303308
ISBN 13: 9780972303309
Used
Hardcover
Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0972303308I4N00
Stock Image
The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Published by
Phoenix Investment Partners, 2002
ISBN 10: 0972303308
ISBN 13: 9780972303309
Used
Hardcover
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0972303308I4N00
Stock Image
The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Published by
Phoenix Investment Partners, 2002
ISBN 10: 0972303308
ISBN 13: 9780972303309
Used
Hardcover
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: As New. No Jacket. Pages are clean and are not marred by notes or folds of any kind. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0972303308I2N00
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The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Published by
Phoenix Investment Partners, 2002
ISBN 10: 0972303308
ISBN 13: 9780972303309
Used
Hardcover
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Seller rating 5 out of 5 stars
Condition: Good. Item in very good condition! Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00072814789
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The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Published by
Phoenix Investment Partners, 2002
ISBN 10: 0972303308
ISBN 13: 9780972303309
Used
Hardcover
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Seller rating 5 out of 5 stars
Condition: Very Good. Item in good condition. Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00050833957
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The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Published by
Phoenix Investment Partners, 2002
ISBN 10: 0972303308
ISBN 13: 9780972303309
Used
Hardcover
Seller: Wonder Book, Frederick, MD, U.S.A.
Seller rating 5 out of 5 stars
Condition: Very Good. Very Good condition. Very Good dust jacket. A copy that may have a few cosmetic defects. May also contain light spine creasing or a few markings such as an owner's name, short gifter's inscription or light stamp. Seller Inventory # Y00F-00948
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The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Published by
Phoenix Investment Partners, 2002
ISBN 10: 0972303308
ISBN 13: 9780972303309
Used
Hardcover
Seller: HPB-Ruby, Dallas, TX, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: Very Good. Connecting readers with great books since 1972! Used books may not include companion materials, and may have some shelf wear or limited writing. We ship orders daily and Customer Service is our top priority! Seller Inventory # S_464729962