Assisting a Financial Advisor: A Simple Guide

By K&M

Assisting a Financial Advisor: A Simple Guide is a great resource for anyone who is currently, or looking to become, an assistant to a Financial Advisor. Whether you're a new hire, or seasoned and experienced, this guide can help you organize the basic functions of your office, into a clear and concise methodology. In this guide you will find explanations, processes, steps, resources, and tools which you can use to make your office run smoother and more efficiently.

• Format: Paperback
• Language: English
• ISBN: 1481941372
• ISBN13: 9781481941372
• Release Date: January 2013
• Publisher: CreateSpace Independent Publishing Platform
• Length: 102 Pages
• Weight: 0.41 lbs.
• Dimensions: 8.5" x 0.2" x 5.5"