Attract and retain the affluent investor : winning tactics for today’s financial advisor

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Format: Print Author/s: Gresham, Stephen D.; Cooper, Evan Call Number: HG179.5 .G74 2001 Publisher: Dearborn Trade Date of Publication: 2001 ISBN: 0793144337 Pages: 202 Language: English Place of Publication: Chicago Dimension: 24 cm Tags: Financial planners | Investment advisors | More Details

About the Resource:

In order to ensure future success, financial advisors must find a way to compete for one of the fastest-growing segments of the investing population – the affluent. Stephen D. Gresham and Evan Cooper, authors of Attract and Retain the Affluent Investor, show readers that by adapting current methods and learning how to provide a richer level of service, financial advisors will be able to capitalize on this opportunity and create greater client satisfaction.

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