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Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

A Framework for Avoiding the Mistakes Everyone Else Makes

Moore, Steve

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

A Framework for Avoiding the Mistakes Everyone Else Makes

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

 

"Ineffective habits of financial advisors is based on a 15-year consulting program that Steve Moore has led for financial advisors. It details techniques for business analysis, elements of a strategic vision, characteristics of exceptional client service and strategies for acquiring high net worth clients.


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Beschrijving Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

The 7 Habits of Highly Ineffective Advisors is based on a 15-year consulting program that Steve Moore has led for financial advisors. It details techniques for business analysis, elements of a strategic vision, characteristics of exceptional client service and strategies for acquiring high net worth clients.


ISBN
9780470910320
Pagina's
256
Verschenen
NUR
780
Druk
1
Uitvoering
Hardback
Taal
Engels
Uitgever
John Wiley & Sons Inc

Economie en bedrijf