No Image Available

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

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

Submit your review
1
2
3
4
5
Submit
     
Cancel

Create your own review

Market Education
Average rating:  
 0 reviews
 Back