What do financial planning clients really want? /
By: Evangelidis, James
Material type:
BookPublisher: Pyrmont, N.S.W. : Thomson Reuters, 2012.Description: x, 230 p. ; 22 cm.ISBN: 9780864607942Other title: What do financial planning clients really want? : 20 frank conversations with people on what they think about, and want from, financial planners.Subject(s): Finance, Personal -- Planning | Financial plannersDDC classification: 332.024 Online resources: Location Map
Summary:
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.
| Item type | Home library | Call number | Status | Date due | Barcode | Item holds |
|---|---|---|---|---|---|---|
| REGULAR | University of Wollongong in Dubai Main Collection | 332.024 EV WH (Browse shelf) | Available | T0046075 |
Total holds: 0
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| 332.024 BU FI The Financial Times guide to wealth management : | 332.024 CU HU 100 things millionaires do : | 332.024 DA FA Family wealth management : | 332.024 EV WH What do financial planning clients really want? / | 332.024 GI HA The happy economists : | 332.024 GI PE Personal financial planning / | 332.024 HA FI 5 day weekend : |
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.