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The enduring advisory firm : how to serve your clients more effectively and operate more efficiently /

A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autores principales: Tibergien, Mark C., 1952- (Autor), Dellarocca, Kimberly G. (Autor)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, New Jersey : Wiley, [2016]
Colección:Bloomberg financial series.
Temas:
Acceso en línea:Texto completo