Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent Год выпуска: 2008Автор: Marc S. FreedmanИздательство: Страниц: 442ISBN: 0979877520Описание Oversold and Underserved explores the challenges the mass affluent market faces in their search for financial planning advice and offers practical tools to help planners position themselves as champions in the lives of this enormous market segment. In it, planners will find stories that will enhance their services and strengthen the relationships they've built with this clientele. From how to most effectively set up your office and staff to how to tap the wisdom your clients can offer, the author shares a formula to determine whether your clients' needs are being met, a philosophy about how to write a meaningful financial plan, and an innovative and energetic approach to marketing that you're unlikely to find in other titles.
Похожие книги
David A. Nadler, Marc S. Gerstein, Robert B. Shaw. Organizational Architecture : Designs for Changing Organizations (Jossey-Bass Management Series). – М.: , 0. – 0 с. A. Ward and J. A. Holderness. Chatterbox. Teacher's Book 4. – М.: Oxford University Press, 2003. – 80 с. Sinan S. Hamdi Alhakeem and Alaa A. Abdul-Hamead. Fabrication Te and TeO2 Thin Films for Gas Sensors. – М.: LAP Lambert Academic Publishing, 2014. – 88 с. A. M. Sabir,S. Ahmed and A. Qadir. Role of Weather on Major Pest Insects of Rice Crop and their Control. – М.: LAP Lambert Academic Publishing, 2012. – 100 с. Joseph Borg,Angela A. Xuereb Christopher Vidal and Christian A. Scerri. The Genetics of Coeliac Disease in Malta. – М.: LAP Lambert Academic Publishing, 2010. – 112 с. Muhammad Ibrahim,S. Ahmad and Z. A. Swati. Characterization of Fat-tailed sheep native to North-Western Pakistan. – М.: LAP Lambert Academic Publishing, 2010. – 128 с. Adel S. El-Azab and Alaa A.-M. Abdel-Aziz. Click Chemistry and Applications. – М.: LAP Lambert Academic Publishing, 2014. – 152 с. Maged S. Al-Fakeh,Aref A. Aly and Mahmoud A. Ghandour. Synthesis of Some Nano-Sized Metal Coordination Polymers. – М.: LAP Lambert Academic Publishing, 2014. – 476 с. Maged S. Al-Fakeh,Aref A.M Aly and Mahmoud A. Ghandour. Synthesis and Character. Metal Carboxylate Coordination Polymers. – М.: LAP Lambert Academic Publishing, 2012. – 300 с. Amol Vilas Patil,Ashok Kumar Sharma and Savita A. Patil. Study of the geo-seismology and it's effect on the ionosphere. – М.: LAP Lambert Academic Publishing, 2012. – 288 с. Uttamkumar S. Bagde,Bhaskar L. Jadhav and Ujwala A. Jadhav. Current Trends In Life Sciences. – М.: LAP Lambert Academic Publishing, 2014. – 208 с. Tatyana A. Makarenya,Yulia S. Bystraya and Svetlana V. Stash. Management Mechanisms in the Sphere of Housing and Municipal Services. – М.: LAP Lambert Academic Publishing, 2014. – 68 с. Y. Damodar Singh,S.K. Mukhopadhayay and M.A. Ayub Shah. Eupatorium adenophorum (Sticky snakeroot) Toxicity. – М.: LAP Lambert Academic Publishing, 2012. – 80 с. Uttom Kumar,Mr. Harun-Or-Rashid and Dr. A. S. Shamsur Rouf. Development of Carvedilol Phosphate sustained release tablet. – М.: LAP Lambert Academic Publishing, 2012. – 156 с. Manar Nazhat,Tarik Y.Bassi and Amer A. Taqa. Chemical Properties of Saliva, and it''s Effect on the Denture Base. – М.: LAP Lambert Academic Publishing, 2011. – 148 с. Isamiddin S.Rakhimov,Al Hossain Al Nashri and Kamel A. Mohd Atan. Derivations of low-dimensional Leibniz Algebras. – М.: LAP Lambert Academic Publishing, 2012. – 196 с. Diane A. Welland M.S., R.D. The Complete Idiot's Guide to the TLC Diet. – М.: , 2015. – 352 с. Образцы работ
Задайте свой вопрос по вашей теме
Контакты
Поделиться
Мы в социальных сетях
Реклама
Отзывы
Марианна Преподаватель был хорошо удивлен качеством сделанной работы и посулил пять баллов при сдаче. Попросил сделать некоторые доработки.
