Evangelidis, James.
What do financial planning clients really want? / What do financial planning clients really want? : 20 frank conversations with people on what they think about, and want from, financial planners James Evangelidis. - Pyrmont, N.S.W. : Thomson Reuters, 2012. - x, 230 p. ; 22 cm.
With the market becoming more competitive than ever, clients expect more from their advisers to not only guide them through the complexity of investment and risk products but to help protect and grow their financial wealth through quality and professional advice. Never before have financial planners been in a position to make a real and lasting difference for their existing and prospective clients.
9780864607942
Finance, Personal--Planning.
Financial planners.
332.024
What do financial planning clients really want? / What do financial planning clients really want? : 20 frank conversations with people on what they think about, and want from, financial planners James Evangelidis. - Pyrmont, N.S.W. : Thomson Reuters, 2012. - x, 230 p. ; 22 cm.
With the market becoming more competitive than ever, clients expect more from their advisers to not only guide them through the complexity of investment and risk products but to help protect and grow their financial wealth through quality and professional advice. Never before have financial planners been in a position to make a real and lasting difference for their existing and prospective clients.
9780864607942
Finance, Personal--Planning.
Financial planners.
332.024