Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers (Bloomberg)
Language: English
Published by Bloomberg Press, 2004
- Hardcover
- Used
Seller: -OnTimeBooks-, Phoenix, AZ, U.S.A.-OnTimeBooks-
AbeBooks seller since March 9, 2023
Condition: Used - Good
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A copy that has been read, remains in good condition. All pages are intact, and the cover is intact. The spine and cover show signs of wear. Pages can include notes and highlighting and show signs of wear, and the copy can include "From the library of" labels or previous owner inscriptions. 100% GUARANTEE! Shipped with delivery confirmation, if you're not satisfied with purchase please return item! Ships via media mail.
Seller Inventory # OTV.1576601587.G
- Title
- Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers (Bloomberg)
- Author
- Cliff Oberlin; Jill Powers
- Publisher
- Bloomberg Press
- Publication year
- 2004
- Condition
- good
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 1576601587
- ISBN 13
- 9781576601587
building a high-end financial services practice is for top-producing financial advisers who want to capture the affluent investor and build strong relationships that are profitable in both up and down markets. this book provides proven strategies for dealing with increased market volatility, new tech-nology hurdles, more and more-complex financial products, and competition that seems to be coming out of the woodwork. it also contains invaluable advice on working strategically with broker-dealers and other professionals to expand your services and grow your business. in addition, the book includes valuable surveys of top financial planners and industry studies that identify trends, opportunities, and successful techniques. having built a hugely successful financial advisory practice as well as a thriving broker-dealer, authors cliff oberlin and jill powers have firsthand insight into what works in today’s tough environment, and what you need to thrive in tomorrow’s. whether you are already enjoying success or just starting out, building a high-end financial services practice gives you the map to maximum efficiency and profits.
"Synopsis" may belong to another edition of this title.
About the Author
Jill Powers is president of Oberlin Financial Corp. As president, Ms. Powers is responsible for directing the marketing, operations, and compliance divisions of the firm. She serves on the NASD District 8 (Chicago) Business Conduct Committee as well as the NASD Small Firms Advisory Board and is active in the Financial Planning Association in both the broker-dealer and the practitioner divisions. She holds several securities and insurance licenses and is a Certified Financial Planner.
"About the title" may belong to another edition of this title.
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