Best Practices For Financial Advisors
Author: Rowland, Mary; Introduction: Bloomberg, Michael R.
Bloomberg Professional Library; Hardback; Book
330 pages
Published: August 1997
W.W. Norton & Company Ltd
ISBN: 1576600068

This guide lays out practical steps for improving business quality, efficiency and volume, and gives tested solutions for the most challenging problems financial planners face. Advice is given on topics such as getting the best training, and legal steps to registering with the SEC.



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