Financial Planning expert Bob Veres guides the reader through the wide range of issues facing financial planners today. With hundreds of unique strategies to help you increase profits and client satisfaction, there is something for the aspiring new planner and the seasoned pro alike.
- What new services are being offered and how
- New trends in managing a practice
- Shifts in the accepted wisdom about portfolio building and investments
- Unlock your personal potential in a very demanding and competitive business
Jan 1, 2003