Succeed With Senior Clients: A Financial Advisor's Guide To Best Practices

By Carolyn L. Rosenblatt and Mikol Davis

Book Overview

Finally A book for financial professionals that spells out what you need to do with your aging investors. An advisor has an average of 7 clients with some kind of cognitive impairment. Yet nowhere in... This description may be from another edition of this product.

• Format: Paperback
• Language: English
• ISBN: 0692702504
• ISBN13: 9780692702505
• Release Date: April 2016
• Publisher: Aginginvestor.com
• Length: 206 Pages
• Weight: 0.62 lbs.
• Dimensions: 0.4" x 6.0" x 9.0"