Protecting Your Practice PDF (Adobe DRM) download by International Association for Financial

Protecting Your Practice

Bloomberg Press
Publication date: May 2010
ISBN: 9780470882672
Digital Book format: PDF (Adobe DRM)

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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.
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Protecting Your Practice PDF (Adobe DRM) download by International Association for Financial
Bloomberg Press, May 2010
ISBN: 9780470882672
EAN:  9780470882672
PDF (Adobe DRM)
List Price: $44.99 eBook price: $41.99
Protecting Your Practice ePub (Adobe DRM) download by International Association for Financial
Bloomberg Press, June 2010
ISBN: 9780470884676
EAN:  9780470884676
ePub (Adobe DRM)
List Price: $44.99 eBook price: $41.99