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The Financial Professional'S Guide To Separate Account Management

The Financial Professional'S Guide To Separate Account Management

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  • ISBN:9780793162062
  • Editorial: Dearborn Trade Publishing
  • Fecha de la edición:
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  • Dimensiones: 0 cm x 0 cm
  • Nº Pág.:224
  • Idiomas:Ingles,Inglés

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Many wealthy individuals are seeking more customized, personal advice from their financial planners through managed accounts. Astute advisors have turned their attention to this trend, structuring new service capabilities and tools to respond to the needs of this growing market. Serving this market, however, presents different responsibilities and objectives. This guide identifies how financial professionals can retool their practices for the affluent, savvy and high-maintenance investor. Readers will get a basic overview of this expanding client segment, including basic organizational structure, investment options, and how to effectively position the talents and resources of their practice.

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