EXEMPLO
Katherine Vessenes:Protecting Your Practice
- novo libro ISBN: 9781576600535
This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world''s leading organization for fina… mais…
This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world''s leading organization for financial services professionals. Audience: Broker-dealers and their home-office personnel, registered reps, accountants, tax advisers, insurance agents and insurance companies, wire houses, fee and commission planners, attorneys, trust officers, estate planners, and development officers in planned-giving departments. As investors gravitate toward no-load mutual funds and do-it-yourself investing through discount brokers, professionals are being squeezed by competition, consumer wariness, and tighter enforcement by the SEC, NASD, and state securities regulators. This book addresses these challenges, helping anyone offering financial advice to be more competitive, build client loyalty, and avoid the liabilites that come with managing someone''s money in today''s complex investment environment. How to offer better service, comply with key regulations, maintain vital records with a minimum of paperwork, and protect a business from malpractice claims. Katherine Vessenes, Books, Business and Finance, Finance and Investing, Protecting Your Practice Books>Business and Finance>Finance and Investing<
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Katherine Vessenes; Mary Rowland:Protecting Your Practice
- livro usado ISBN: 157660053X
This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world's leading organization for financial servi… mais…
This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world's leading organization for financial services professionals. Audience: Broker-dealers and their home-office personnel, registered reps, accountants, tax advisers, insurance agents and insurance companies, wire houses, fee and commission planners, attorneys, trust officers, estate planners, and development officers in planned-giving departments. As investors gravitate toward no-load mutual funds and do-it-yourself investing through discount brokers, professionals are being squeezed by competition, consumer wariness, and tighter enforcement by the SEC, NASD, and state securities regulators. This book addresses these challenges, helping anyone offering financial advice to be more competitive, build client loyalty, and avoid the liabilites that come with managing someone's money in today's complex investment environment. How to offer better service, comply with key regulations, maintain vital records with a minimum of paperwork, and protect a business from malpractice claims. business,business and investing,economics,education and reference,finance,investing,law,popular economics,reference Law, Wiley & Sons, Incorporated, John<
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Vessenes, Katherine; International Association for Financial Planning:Protecting Your Practice
- novo libro ISBN: 9781576600535
This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world's leading organization for financial servi… mais…
This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world's leading organization for financial services professionals. Audience: Broker-dealers and their home-office personnel, registered reps, accountants, tax advisers, insurance agents and insurance companies, wire houses, fee and commission planners, attorneys, trust officers, estate planners, and development officers in planned-giving departments. As investors gravitate toward no-load mutual funds and do-it-yourself investing through discount brokers, professionals are being squeezed by competition, consumer wariness, and tighter enforcement by the SEC, NASD, and state securities regulators. This book addresses these challenges, helping anyone offering financial advice to be more competitive, build client loyalty, and avoid the liabilites that come with managing someone's money in today's complex investment environment. How to offer better service, comply with key regulations, maintain vital records with a minimum of paperwork, and protect a business from malpractice claims. Business Business eBook, Wiley<
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EXEMPLO
Katherine Vessenes:Protecting Your Practice
- encadernado, livro de bolso 1997, ISBN: 9781576600535
New York, NY, U.S.A.: Bloomberg Press. Fine/Fine. 1997. First Edition. Boards. 8vo - over 7¾" - 9¾" tall 157660053X Hardback This book provides forms and checkli… mais…
New York, NY, U.S.A.: Bloomberg Press. Fine/Fine. 1997. First Edition. Boards. 8vo - over 7¾" - 9¾" tall 157660053X Hardback This book provides forms and checklists, case studies, practical strategies, action items, and insights into the critical issue that affect financial service professionals. The author spells out ways to enhance client relationships, comply with regulations, organize record keeping, and protect your business from malpractice claims. Written in association with the world's largest and oldest organization for financial services, Protecting Your Practice is essential information for registered investment advisers, broker-dealers, registered representatives, accounts, tax advisers, insurance agents, wire houses, commission and fee planners, attorneys, trust officers, estate planners, and development officers in planned giving.(We carry a wide selection of titles in The Arts, Theology, History, Politics, Social and Physical Sciences. academic and scholarly books and Modern First Editions ,and all types of Academic Literature.) ., Bloomberg Press, 1997<
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International Association For Financial Planning, Katherine Vessenes:Protecting Your Practice
- encadernado, livro de bolso ISBN: 9781576600535
Het boek 'Protecting Your Practice' van International Association For Financial Planning, Katherine Vessenes koop je bij bookspot.nl, nu voor €78.99! Engelse Boeken Literatuur A… mais…
Het boek 'Protecting Your Practice' van International Association For Financial Planning, Katherine Vessenes koop je bij bookspot.nl, nu voor €78.99! Engelse Boeken Literatuur Alle literatuur Engelse Boeken > Literatuur > Alle literatuur Hardcover<
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