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The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently (Bloomberg Financial)

Mark C. Tibergien, Kimberly G. Dellarocca




[PDF.jp93] The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently (Bloomberg Financial)

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 | #767928 in eBooks |  2016-11-03 |  2016-11-03 | File type: PDF

||0 of 0 people found the following review helpful.| Perfect for any advisor whether you're 25 or 55|By USCJeepLife|So I'm a fairly young advisor and have been in the business awhile now. I've read so many books on prospecting and framing and closing, you name it. Long story short, I've still had trouble getting through to prospects and some of my referrals have been skeptical as well. This book has honed in on generational biase|From the Inside Flap||The largest risk to the financial advisory industry isn't percolating in Silicon Valley—it's the false confidence financial advisors, managers, and executives have in the sustainable success of their current business models. Today's w

A guide for financial advisors who are ready to embrace new opportunities

The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compel...

You can specify the type of files you want, for your gadget.The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently (Bloomberg Financial)   |  Mark C. Tibergien, Kimberly G. Dellarocca. Which are the reasons I like to read books. Great story by a great author.

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