Attract and retain the affluent investor : winning tactics for today's financial advisor / Stephen D. Gresham, Evan Cooper

Author : Gresham, Stephen D
Rating :
Attract and retain the affluent investor : winning...

In order to ensure future success, financial advisors must find a way to compete for one of the fastest-growing segments of the investing population - the affluent. Stephen D. Gresham and Evan Cooper, authors of Attract and Retain the Affluent Investor, show readers that by adapting current methods and learning how to provide a richer level of service, financial advisors will be able to capitalize on this opportunity and create greater client satisfaction

Publisher : Chicago IL : Dearborn Trade
Publish Year : 2001
Page : xvii, 202 p
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