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BUILDING A HIGH-END FINANCIAL SERVICES PRACTICE: PROVEN By Cliff Oberlin & Jill
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eBay item number:335344107512
Item specifics
- Condition
- ISBN-10
- 1576601587
- Publication Name
- Bloomberg Press
- Type
- Hardcover
- ISBN
- 9781576601587
- Book Title
- Building a High-End Financial Services Practice : Proven Techniques for Planners, Wealth Managers, and Other Advisers
- Item Length
- 8.5in
- Publisher
- Wiley & Sons, Incorporated, John
- Publication Year
- 2004
- Format
- Hardcover
- Language
- English
- Item Height
- 0.9in
- Genre
- Business & Economics
- Topic
- Industries / Financial Services, Investments & Securities / General
- Item Width
- 5.7in
- Item Weight
- 17.1 Oz
- Number of Pages
- 256 Pages
About this product
Product Information
Delivered with gusto and inspiration from two practicing planners, "Building a High-End Financial Services Practice is for aspiring and current financial planners who want to capture high-income clients and build relationships that are profitable in both up and down markets. The book gives advice about dealing with market volatility, new technology hurdles, more--and more-complex--financial products, and competition that seem to be coming out of the woodwork. It also contains invaluable advice on building lucrative alliances with other professionals. In addition, the authors include exclusive surveys of top financial planners and industry studies that identify trends, opportunities, and successful strategies. For those looking to manage a financial business for maximum efficiency, "Building a High-End Financial Services Practice lays out the map that will ensure success down the road.
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1576601587
ISBN-13
9781576601587
eBay Product ID (ePID)
6064277
Product Key Features
Book Title
Building a High-End Financial Services Practice : Proven Techniques for Planners, Wealth Managers, and Other Advisers
Format
Hardcover
Language
English
Topic
Industries / Financial Services, Investments & Securities / General
Publication Year
2004
Genre
Business & Economics
Number of Pages
256 Pages
Dimensions
Item Length
8.5in
Item Height
0.9in
Item Width
5.7in
Item Weight
17.1 Oz
Additional Product Features
Series Volume Number
80
Lc Classification Number
Hg179.5.O24 2004
Table of Content
Foreword by John Bowen, CEG Worldwide Introduction Part 1 - It's Still the Only Constant: An Industry in Change 1 - Five Trends, Endless Opportunities Part 2 - Your Essential Toolbox: Six Strategies for Success 2 - Fewer Arrows, Bigger Targets: Focus on Affluent Clients 3 - Graduating from the Yellow Pad: Apply the Advanced Consulting Process 4 - Build High-Impact Client Relationships: A Crash Course 5 - Take the Wheel: Don't Let Your Business Drive You 6 - E = MC2, or Education = More Compensation2: Commit to Ongoing Learning 7 - Building a Deeper Bench: Forge Strategic Alliances Part 3: Mission Possible: Maximizing: Your Broker-Dealer Relationship 8 - The Search for Greener Pastures: Your Independent Broker-Dealer Choices 9 - A View from the Inside: Evaluating Potential Broker-Dealers 10 - Making the Change: Transitioning to a New Broker-Dealer 11 - Look Before You Leave: Going Independent 12 - A Win-Win Situation: Building a Great Relationship with Your Broker-Dealer Part 4 - The Future Awaits: Transform Your Practice 13 - Pulling It All Together: Design for Success Resources Index
Copyright Date
2004
Lccn
2003-025544
Dewey Decimal
332.024/0068
Intended Audience
Trade
Series
Bloomberg Ser.
Dewey Edition
22
Illustrated
Yes
Item description from the seller
Seller assumes all responsibility for this listing.
eBay item number:335344107512
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US, United States
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| Shipping and handling | To | Service | Delivery*See Delivery notes |
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| Free shipping | United States | Economy Shipping | Estimated between Thu, May 16 and Mon, May 20 to 43230 |
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Description of item was very accurate. Price and shipping costs were reasonable. Book was minimally packaged but arrived promptly in very good condition . Communication is clear and prompt. Would buy from this seller again.
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Description of item was very accurate. Price and shipping costs were reasonable. Items were well packaged. and arrived promptly in good condition. Communication is clear and prompt. Would buy from this seller again.
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Fantastic seller to deal with. Kept me informed and were super helpful and friendly. Provided tracking information so I could see where my order was and when to expect delivery. Considering that it had to come from the States, it arrived here in the UK very quickly. Very well packaged and exactly as described, Iām delighted with my dvd. Thank you so very much for your 5* service š
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Most relevant reviews
- Feb 01, 2012
Book was a repeat of stuff, nothing new.
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