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The Advisor Advantage: Creating Value in the Client-Advisory Relationship, Crager Bill, Hummel Jay


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Цена: 4909.00р.
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Автор: Crager Bill, Hummel Jay
Название:  The Advisor Advantage: Creating Value in the Client-Advisory Relationship
ISBN: 9781119260615
Издательство: Wiley
Классификация:
ISBN-10: 1119260612
Обложка/Формат: Hardback
Страницы: 224
Вес: 0.41 кг.
Дата издания: 24.06.2016
Серия: Economics/Business/Finance
Язык: English
Размер: 239 x 163 x 26
Читательская аудитория: Professional & vocational
Ключевые слова: Finance & accounting
Подзаголовок: Building value in the investor-advisor relationship
Ссылка на Издательство: Link
Рейтинг:
Поставляется из: Англии
Описание: Leverage the financial services evolution to maximize your firm`s value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services.


The Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing

Автор: Martin Bill
Название: The Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing
ISBN: 0857195832 ISBN-13(EAN): 9780857195838
Издательство: Pan Macmillan
Рейтинг:
Цена: 3465.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Improving client outcomes with goals-based investing

Investor Decision-Making and the Role of the Financial Advisor

Автор: Caterina Cruciani
Название: Investor Decision-Making and the Role of the Financial Advisor
ISBN: 3319682334 ISBN-13(EAN): 9783319682334
Издательство: Springer
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Цена: 7685.00 р.
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Описание: This book looks at financial advisory from a behavioural perspective, and focuses on how the nature of the relationship between advisors and clients may affect the ability of the advisor to perform its functions.

The Boston Institute of Finance Mutual Fund Advisor Course - Series 6 and Series 63 Test Prep

Автор: Boston Institut
Название: The Boston Institute of Finance Mutual Fund Advisor Course - Series 6 and Series 63 Test Prep
ISBN: 0471712345 ISBN-13(EAN): 9780471712343
Издательство: Wiley
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Цена: 3958.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Access the industry`s premier print study guide and the industry`s premier online test--prep materials with this unique package. The study guide consists of seven chapters, which parallel the content of the exams. Each chapter includes review questions and provides the core knowledge necessary to pass the exams.

Bank on You: You Don`t Need an Advisor. You Need a Financial Education Overhaul.

Автор: Brown Jeremiah J.
Название: Bank on You: You Don`t Need an Advisor. You Need a Financial Education Overhaul.
ISBN: 0692153292 ISBN-13(EAN): 9780692153291
Издательство: Неизвестно
Цена: 3723.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание:

Most people have it all wrong about how you become wealthy in America. More often then not, we are taught that wealth is the by-product of hard work, diligent savings, and living below one's means. If that were the case, why is it that 50% of the population are considered financially inept, in a nation that is primarily driven by finance? How is it that one in three people who've worked their entire lives, have nothing saved towards retirement? How is it that 40% of all student borrowers cant afford to make payments on their college loans?

Most of us recognize that something is terribly wrong within our economy and financial systems, yet we continue to obey the antiquated financial rhetoric spewed by the experts and media. But at what cost? If you're going to participate in this game and wonder how you build more wealth, then the solution will be easier then what is normally given to the 99 percenters.

Bank On You explores the financial advice kept from the masses and shares it with you in a way that is compelling and easy to digest.

The book includes:

  • How to pursue multiple streams of income
  • How to acquire assets that pay you
  • How not to lose money
  • How to be your own boss
  • How to achieve finanical freedom in any market cycle

Embrace your new financial awakening and begin to master the game of money.


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