You've been framed : how to reframe your wealth management business and renew client relationships /
"Reframe "wealth management" to achieve sustainable success in financial services You've Been Framed & trade; is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur ready to do...
Κύριος συγγραφέας: | Sclafani, Ray, 1968- |
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Μορφή: | Ηλ. βιβλίο |
Γλώσσα: | English |
Έκδοση: |
Hoboken :
Wiley,
2015.
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Θέματα: | |
Διαθέσιμο Online: | Full Text via HEAL-Link |
Παρόμοια τεκμήρια
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The ensemble practice : a team-based approach to building a superior wealth management firm /
ανά: Palaveev, Philip, 1973-
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Implementing the wealth management index : tools to build your practice and measure client success /
ανά: Levin, Ross
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Digital disciplines : attaining market leadership via the cloud, big data, social, mobile, and the internet of things /
ανά: Weinman, Joe, 1958-
Έκδοση: (2015) -
The financial services marketing handbook : tactics and techniques that produce results /
ανά: Ehrlich, Evelyn, 1950-
Έκδοση: (2012) -
Beyond the familiar : long-term growth through customer focus and innovation /
ανά: Barwise, Patrick, κ.ά.
Έκδοση: (2011)