The ensemble practice : a team-based approach to building a superior wealth management firm /

A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuationsWhy do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets' The answer, acc...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Palaveev, Philip, 1973-
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, N.J. : Bloomberg Press, An Imprint of Wiley, ©2013.
Colección:Bloomberg financial series.
Temas:
Financial planners.
Investment advisors.
Financial services industry.
Partnership.
Planificateurs financiers.
Conseillers en placements.
Services financiers.
investment counsels.
BUSINESS & ECONOMICS > Investments & Securities > General.
Financial planners
Financial services industry
Investment advisors
Partnership
Acceso en línea:Texto completo
Tabla de Contenidos:
  • pt. 1. Structuring an ensemble
  • pt. 2. Managing an ensemble
  • pt. 3. What happens next.

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