Cutting-edge financial advisers go beyond giving comprehensive client service. They are the profession's theorists and practical pioneers, developing new practice models that attract the kind of clients they want most and that help their businesses to grow. field and explains how they turned their practices into distinctive businesses - offering instructive lessons to their peers. It begins with an overview of how the profession has evolved. It analyses how planners define and structure their enterprises - from big firms to ...
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Cutting-edge financial advisers go beyond giving comprehensive client service. They are the profession's theorists and practical pioneers, developing new practice models that attract the kind of clients they want most and that help their businesses to grow. field and explains how they turned their practices into distinctive businesses - offering instructive lessons to their peers. It begins with an overview of how the profession has evolved. It analyses how planners define and structure their enterprises - from big firms to sole proprietors, from national to regional operations, from generalists to niche players, and from those collecting annual retainers or hourly fees to those who charge by assets under management. This volume concludes with a special focus on important issues related to managing a practice. This overview should be of use in alerting planners to the many practice structures available and will help them find one that matches their strengths, personalities, planning philosophies and lifestyles.
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Add this copy of In Search of the Perfect Model: the Distinctive to cart. $9.50, like new condition, Sold by ThriftBooks-Dallas rated 5.0 out of 5 stars, ships from Dallas, TX, UNITED STATES, published 2003 by Bloomberg Press.
Add this copy of In Search of the Perfect Model: the Distinctive to cart. $12.49, good condition, Sold by Wonder Book - Member ABAA/ILAB rated 5.0 out of 5 stars, ships from Frederick, MD, UNITED STATES, published 2003 by Bloomberg Press.
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Good. Good condition. Very Good dust jacket. A copy that has been read but remains intact. May contain markings such as bookplates, stamps, limited notes and highlighting, or a few light stains.
Add this copy of In Search of the Perfect Model: the Distinctive to cart. $24.99, new condition, Sold by Gulf Coast Books rated 5.0 out of 5 stars, ships from Memphis, TN, UNITED STATES, published 2003 by Bloomberg Press.
Add this copy of In Search of the Perfect Model: the Distinctive to cart. $57.80, new condition, Sold by West Coast Bookseller rated 5.0 out of 5 stars, ships from Moorpark, CA, UNITED STATES, published 2003 by Bloomberg Press.
Add this copy of In Search of the Perfect Model: the Distinctive to cart. $80.55, new condition, Sold by GridFreed rated 5.0 out of 5 stars, ships from North Las Vegas, NV, UNITED STATES, published 2003 by Bloomberg Press.
Add this copy of In Search of the Perfect Model: the Distinctive to cart. $35.53, good condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2003 by Bloomberg Press.
Add this copy of In Search of the Perfect Model: the Distinctive to cart. $81.95, new condition, Sold by Bonita rated 4.0 out of 5 stars, ships from Newport Coast, CA, UNITED STATES, published 2003 by Bloomberg Press.
Add this copy of In Search of the Perfect Model: the Distinctive to cart. $8.99, fair condition, Sold by Once Upon A Time Books rated 2.0 out of 5 stars, ships from Tontitown, AR, UNITED STATES, published 2003 by Bloomberg Press.
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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.
