J.K. Lasser Pro Separate Account Management pdf epub mobi txt 電子書 下載 2024


J.K. Lasser Pro Separate Account Management

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Chambers, Larry; Ziesenheim, Ken; Trevisani, Peter
2003-5
278
397.00元
9780471249764

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发表于2024-12-25

J.K. Lasser Pro Separate Account Management epub 下載 mobi 下載 pdf 下載 txt 電子書 下載 2024

J.K. Lasser Pro Separate Account Management epub 下載 mobi 下載 pdf 下載 txt 電子書 下載 2024

J.K. Lasser Pro Separate Account Management pdf epub mobi txt 電子書 下載 2024



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A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: Take the mystery out of providing professional asset management services to a broad cross section of your clients Educate you about the opportunities and advantages of using separately managed accounts Provide you with information about how separately managed accounts work as well as who should be in them Illustrate how you can employ separately managed accounts in your financial advisory practice Learn how to convert from commission to fees And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.

J.K. Lasser Pro Separate Account Management 下載 mobi epub pdf txt 電子書

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J.K. Lasser Pro Separate Account Management pdf epub mobi txt 電子書 下載
想要找書就要到 小哈圖書下載中心
立刻按 ctrl+D收藏本頁
你會得到大驚喜!!

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