- Emily Sands, Dugald A. Steer, Ian Andrew, Nick Harris, Helen Ward
By: Mark C. Tibergien, Kimberly G. Dellarocca
The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently (Bloomberg Press)
A guide for financial advisors who are ready to embrace new opportunities "The Retooled Practice Management Strategy" is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and techno
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