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What do financial planning clients really want? / James Evangelidis.

By: Material type: TextTextPublication details: Pyrmont, N.S.W. : Thomson Reuters, 2012.Description: x, 230 p. ; 22 cmISBN:
  • 9780864607942
Other 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): DDC classification:
  • 332.024
Online resources: 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.
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Holdings
Item type Current library Call number Status Date due Barcode
REGULAR University of Wollongong in Dubai Main Collection 332.024 EV WH (Browse shelf(Opens below)) Available T0046075

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.

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