Best Practices for Financial Advisors
This guide lays out practical steps for improving business quality, efficiency and volume, and gives tested solutions for the most challenging problems financial planners face. Advice is given on topics such as getting the best training, and legal steps to registering with the SEC.
Format:Hardcover
Language:English
ISBN:1576600068
ISBN13:9781576600061
Release Date:January 1997
Publisher:Bloomberg Press
Length:336 Pages
Weight:0.90 lbs.
Dimensions:0.9" x 4.6" x 8.1"
Customer Reviews
3 ratings
Good reference
Published by Thriftbooks.com User , 24 years ago
I just started my financial practice and found this book to be a big help... Highly recommended for the beginer
A must read for any financial advisor/wealth manager.
Published by Thriftbooks.com User , 27 years ago
This is a well laid out book, with great advice and tips for the beginner and expert. I thoroughly enjoyed it. Darin Schnall CFP,CPA/PF
A must for investment & related professionals, vendors, etal
Published by Thriftbooks.com User , 27 years ago
Extraordinary! I've just finished reading this book and it could only have been written by Mary Rowland - she's the best! It's fun, insightful, thoughtful, educational and chock full of useful information. Suffice it to say that anyone purporting to be a financial advisor should find a new career if they don't read this book. The list of readers shouldn't stop with the investment advisor. Vendors, fund and portfolio managers, wholesalers, regulators and related professionals would do well to have a copy of their own
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