New insight on their traits and backgrounds may help you attract them as clients.
In this book, discover how to find, train and retain talented financial planners.
The authors of this book say that firms need to master the challenges of servicing a new kind of client.
This book chronicles five financial collapses through the prism of the people and institutions that caused the ruin.
The authors of this book say open dialog is what drives client trust and commitment.
This book serves as a guide for financial advisors ready to make significant changes for a better life and career.
A psychologist bases her arguments in this book on more than 200 studies, research projects and publications.
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