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Protecting Your Practice - Katherine Vessenes
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Katherine Vessenes:

Protecting Your Practice - livre d'occasion

ISBN: 157660053X

ID: 4360787

This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world's leading organization for financial services professionals. Audience: Broker-dealers and their home-office personnel, registered reps, accountants, tax advisers, insurance agents and insurance companies, wire houses, fee and commission planners, attorneys, trust officers, estate planners, and development officers in planned-giving departments. As investors gravitate toward no-load mutual funds and do-it-yourself investing through discount brokers, professionals are being squeezed by competition, consumer wariness, and tighter enforcement by the SEC, NASD, and state securities regulators. This book addresses these challenges, helping anyone offering financial advice to be more competitive, build client loyalty, and avoid the liabilites that come with managing someone's money in today's complex investment environment. How to offer better service, comply with key regulations, maintain vital records with a minimum of paperwork, and protect a business from malpractice claims. business,business and investing,education and reference,finance,investing,law,popular economics,reference Law, Bloomberg Press

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Protecting Your Practice - Vessenes, Katherine; International Association for Financial Planning
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Vessenes, Katherine; International Association for Financial Planning:

Protecting Your Practice - nouveau livre

ISBN: 9781576600535

ID: 537368

This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world's leading organization for financial services professionals. Audience: Broker-dealers and their home-office personnel, registered reps, accountants, tax advisers, insurance agents and insurance companies, wire houses, fee and commission planners, attorneys, trust officers, estate planners, and development officers in planned-giving departments. As investors gravitate toward no-load mutual funds and do-it-yourself investing through discount brokers, professionals are being squeezed by competition, consumer wariness, and tighter enforcement by the SEC, NASD, and state securities regulators. This book addresses these challenges, helping anyone offering financial advice to be more competitive, build client loyalty, and avoid the liabilites that come with managing someone's money in today's complex investment environment. How to offer better service, comply with key regulations, maintain vital records with a minimum of paperwork, and protect a business from malpractice claims. Business Business eBook, Wiley

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Protecting Your Practice
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Protecting Your Practice - nouveau livre

ISBN: 9781576600535

A key resource for financial advisors from a leading authority on legal, compliance, and ethics issues, PROTECTING YOUR PRACTICE shows how to build client relationships, grow a practice, and avoid lawsuits in an environment that's become increasingly competitive and adversarial. Includes forms and checklists. Textbooks New Books ~~ Business & Economics~~ Investments & Securities ~~ General Protecting-Your-Practice~~Katherine-Vessenes Wiley

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Protecting Your Practice - Vessenes, Katherine
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Vessenes, Katherine:
Protecting Your Practice - edition reliée, livre de poche

1997, ISBN: 157660053X, Lieferbar binnen 4-6 Wochen Frais d'envoiVersandkostenfrei innerhalb der BRD

ID: 9781576600535

Internationaler Buchtitel. In englischer Sprache. Verlag: John Wiley & Sons, 512 Seiten, L=223mm, B=148mm, H=37mm, Gew.=776gr, [GR: 17830 - HC/Volkswirtschaft], [SW: - Business / Economics / Finance], Gebunden

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Protecting Your Practice (Bloomberg Financial) - Vessenes, Katherine
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Vessenes, Katherine:
Protecting Your Practice (Bloomberg Financial) - livre d'occasion

ISBN: 157660053X

ID: 11572264856

[EAN: 9781576600535], Gebraucht, guter Zustand, [PU: Bloomberg Press]

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Détails sur le livre
Protecting Your Practice
Auteur:

Vessenes, Katherine

Titre:

Protecting Your Practice

ISBN:

9781576600535

Informations détaillées sur le livre - Protecting Your Practice


EAN (ISBN-13): 9781576600535
ISBN (ISBN-10): 157660053X
Version reliée
Date de parution: 1997
Editeur: John Wiley & Sons
512 Pages
Poids: 0,776 kg
Langue: eng/Englisch

Livre dans la base de données depuis 07.03.2007 19:19:15
Livre trouvé récemment le 08.08.2016 03:13:43
ISBN/EAN: 9781576600535

ISBN - Autres types d'écriture:
1-57660-053-X, 978-1-57660-053-5

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