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How To Build A 21st Century Financial Practice

4/5 ( ratings)

This book provides you with a well-tested, step-by-step process that enables you to capitalize on today's financial goldmine of affluent investors. The 21st Century Financial Practice model frames the entire process of attracting, servicing, and retaining affluent clients.

ISBN: 0965676501

ISBN 13: 9780965676502

How To Build A 21st Century Financial Practice

4/5 ( ratings)

This book provides you with a well-tested, step-by-step process that enables you to capitalize on today's financial goldmine of affluent investors. The 21st Century Financial Practice model frames the entire process of attracting, servicing, and retaining affluent clients.

ISBN: 0965676501

ISBN 13: 9780965676502

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