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| Títol : | Best practices for financial advisors | | Tipus de document : | text imprès | | Autors : | Mary Rowland, Autor | | Editorial : | Princeton : Bloomberg Press | | Data de publicació : | cop. 1997 | | Col·lecció : | Bloomberg professional library | | Nombre de pàgines : | xi, 315 p. | | ll. : | il. col. | | Dimensions : | 21 cm | | ISBN/ISSN/DL : | 978-1-576-60006-1 | | Nota general : | Inclou índex i bibliografia | | Idioma : | Anglès (eng) | | Matèries : | Assessorament financer
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| | Paraules clau : | Financial planning | | Classificació : | 75(FIN) Financial Planning | | Resum : | Mary Rowland has distilled the experience of an elite group of 55 financial advisors into a compact handbook on excellence for planners of all kinds. Anyone managing money-fee-based planners, brokers, trust officers, attorneys, accountants-will reap scores of valuable tips and recommendations from 55 professionals considered by their peers to be among the best in the business. Based on hundreds of hours of group discussions among these top performers, Best Practices For Financial Advisors lays out practical steps for improving business quality, efficiency, and volume. It gives tested solutions for the most challenging problems financial planners face. Whether the concern is staying current, answering legal questions, earning client loyalty, or marketing new services, Best Practices For Financial Advisors has authoritative information on: Getting the best training and education; Legal steps to registering with the SEC and other key certifications; What due diligence means in practice; Avoiding, disclosing, and eliminating conflicts of interest; What to tell clients about fees, procedures, asset classes, and risk; Meeting fiduciary responsibilities-and the business benefits of putting the client first; Strateties that match clients with suitable investments; Ways to market services, retain the best clients, and attract business. | | Permalink : | https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=1 |
Best practices for financial advisors [text imprès] / Mary Rowland, Autor . - Princeton : Bloomberg Press, cop. 1997 . - xi, 315 p. : il. col. ; 21 cm. - ( Bloomberg professional library) . ISBN : 978-1-576-60006-1 Inclou índex i bibliografia Idioma : Anglès ( eng) | Matèries : | Assessorament financer
Finances privades
Inversions
| | Paraules clau : | Financial planning | | Classificació : | 75(FIN) Financial Planning | | Resum : | Mary Rowland has distilled the experience of an elite group of 55 financial advisors into a compact handbook on excellence for planners of all kinds. Anyone managing money-fee-based planners, brokers, trust officers, attorneys, accountants-will reap scores of valuable tips and recommendations from 55 professionals considered by their peers to be among the best in the business. Based on hundreds of hours of group discussions among these top performers, Best Practices For Financial Advisors lays out practical steps for improving business quality, efficiency, and volume. It gives tested solutions for the most challenging problems financial planners face. Whether the concern is staying current, answering legal questions, earning client loyalty, or marketing new services, Best Practices For Financial Advisors has authoritative information on: Getting the best training and education; Legal steps to registering with the SEC and other key certifications; What due diligence means in practice; Avoiding, disclosing, and eliminating conflicts of interest; What to tell clients about fees, procedures, asset classes, and risk; Meeting fiduciary responsibilities-and the business benefits of putting the client first; Strateties that match clients with suitable investments; Ways to market services, retain the best clients, and attract business. | | Permalink : | https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=1 |
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Best practices for financial advisors / Mary Rowland (cop. 1997)