Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers (Bloomberg)

By Cliff Oberlin and Jill Powers

Book Overview

The founders of a successful financial advisory practice (Oberlin Financial Corp.) share what they have learned about capturing investors and building strong relationships that are profitable in both up and down markets. The authors describe six strategies for success, which include focusing on affl

• Format: Hardcover
• Language: English
• ISBN: 1576601587
• ISBN13: 9781576601587
• Release Date: January 2004
• Publisher: Bloomberg Press
• Length: 256 Pages
• Weight: 1.16 lbs.
• Dimensions: 8.5" x 1.0" x 5.5"