The enduring advisory firm : how to serve your clients more effectively and operate more efficiently /

A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape...

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Bibliographic Details
Online Access: Full text (MCPHS users only)
Main Authors: Tibergien, Mark C., 1952- (Author), Dellarocca, Kimberly G. (Author)
Format: Electronic eBook
Language:English
Published: Hoboken, New Jersey : Wiley, 2016
Series:Bloomberg financial series.
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Local Note:ProQuest Ebook Central