Despite the growth of online investing, the overwhelming bulk of individual investor assets continues to be managed with the help of an advisor - be it a stockbroker, financial planner or account. Whereas many financial intermediaries are concentring on this burgeoning affluent market, most remain unsure they will be able to compete. In Attract and Retain the Affluent Investor, Stephen D Greham an expert in marketing financial services to the affluent, and Evan Cooper, a respected financial journalist, show brokers how to ...
Read More
Despite the growth of online investing, the overwhelming bulk of individual investor assets continues to be managed with the help of an advisor - be it a stockbroker, financial planner or account. Whereas many financial intermediaries are concentring on this burgeoning affluent market, most remain unsure they will be able to compete. In Attract and Retain the Affluent Investor, Stephen D Greham an expert in marketing financial services to the affluent, and Evan Cooper, a respected financial journalist, show brokers how to make money by building an affluent client base. Along the way, they address the following reader concerns: * What is the best way to transition from transactional to relationship broker? * How do I prospect for these new types of clients? * What do I have to knwo to serve these clients better? * What level of service will such clients expect of me? * Can I be a client's private banker? This timely book offers practical money making solutions for stock-brokers and financial advisers.
Read Less
Choose your shipping method in Checkout. Costs may vary based on destination.
Seller's Description:
Very Good. . All orders guaranteed and ship within 24 hours. Your purchase supports More Than Words, a nonprofi t job training program for youth, empowering youth to take charge of their lives by taking charge of a business.
Choose your shipping method in Checkout. Costs may vary based on destination.
Seller's Description:
Fair. This is a used book. It may contain highlighting/underlining and/or the book may show heavier signs of wear. It may also be ex-library or without dustjacket. This is a used book. It may contain highlighting/underlining and/or the book may show heavier signs of wear. It may also be ex-library or without dustjacket.