Chatzky, Jean Sherman
40,05€
…This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction,…
Brunel, Jean L. P.
52,80€
Take a more active role in strategic asset allocation
Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international…
Pomering, Rebecca
66,00€
A revised and expanded look at how to thrive and prosper in the financial advisory business
A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical…
Pompian, Michael M.
74,80€
…Michael Pompian articulates a clear and insightful road map which outlines the process, components, and human factors needed to create a sustainable world-class wealth management program-both advisers and wealth owners would be wise to follow Michael's lead."
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Bruckenstein, Joel P.
56,45€
Revolutionize your financial advisory practice with the latest cutting-edge tools
Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management…
Rosplock, Kirby
66,00€
Everything you need to know for successful wealth management for families
Although the family office concept is not new, it is a phenomenon that is changing the wealth management landscape. With celebrities and business moguls, investment gurus and family business icons establishing private…
Williams, Tim
39,60€
…
Positioning for Professionals shows how a well-defined value proposition can help professional service firms create their own success instead of copying the success of others, including such concepts as:
How and why professional service brands become…
Martin, Frank K.
30,80€
…So, how did an investment advisory firm located in Elkhart, Indiana—one of the cities hit hardest by the economic downturns—not only survive, but also thrive during the highly contagious speculative pandemics. By remaining…
Palaveev, Philip
60,05€
Vital guidance to ensuring the future of your firm
G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management succession. Based on the author's 17 years of experience…
Ginena, Karim
79,20€
…The chapters of the book do the following: Examine the roots, characteristics and objectives of sharī'ah and its relation to financial dealings; Probe the role of regulators in sharī'ah governance, explore the different approaches adopted by banking supervisors, and provide examples of relevant legal…
