Wealth Management: The New Business Model for Financial Advisors

Wealth management has been tabbed as the wave of the future for financial advisors who want more affluent clients and a business model that can better weather recessions and bear markets. The authors pool their knowledge of the financial services industry to define wealth management, help you decide if it's the right step for you and your business, and if it is, tell you how to get there.

Booko found 2 book editions

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Oct, 2005

Oct, 2003

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