The enduring advisory firm : how to serve your clients more effectively and operate more efficiently /

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...

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Bibliographic Details

Main Authors:	Tibergien, Mark C., 1952- (Author), Dellarocca, Kimberly G. (Author)
Format:	eBook
Language:	English
Published:	Hoboken, New Jersey : Wiley, [2016]
Series:	Bloomberg financial series.
Subjects:	Financial planning industry. Financial planners. Finance, Personal. Electronic books.
Online Access:	Connect to the full text of this electronic book