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The Essential Advisor: Building Value in the Investor-Advisor Relationship
Bill Crager
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Description for The Essential Advisor: Building Value in the Investor-Advisor Relationship
Hardback. Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. Num Pages: 224 pages. BIC Classification: KFF. Category: (P) Professional & Vocational. Dimension: 239 x 163 x 26. Weight in Grams: 408.
Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. 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, and around-the-clock access today's clients demand, and how to ... Read more
Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. 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, and around-the-clock access today's clients demand, and how to ... Read more
Product Details
Publisher
John Wiley & Sons Inc
Format
Hardback
Publication date
2016
Condition
New
Weight
407g
Number of Pages
224
Place of Publication
New York, United States
ISBN
9781119260615
SKU
V9781119260615
Shipping Time
Usually ships in 7 to 11 working days
Ref
99-50
About Bill Crager
BILL CRAGER is the president and cofounder of Envestnet, where he leads platform, product, and marketing strategy. He has been a driving force behind the firm&s sixteen-year rise to be the leading managed solutions service provider in terms of total platform assets and financial advisors served. JAY HUMMEL is managing director, Strategic Initia-tives and Thought Leadership ... Read more
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