Implementing Wealth Management Building Strategies
Author | : Ahmad Strebeck |
Publisher | : |
Total Pages | : 248 |
Release | : 2021-07 |
ISBN-10 | : 9798529940792 |
ISBN-13 | : |
Rating | : 4/5 (92 Downloads) |
Download or read book Implementing Wealth Management Building Strategies written by Ahmad Strebeck and published by . This book was released on 2021-07 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wealth management means bringing it all together for clients. Tailoring comprehensive financial strategies to their goals and dreams. Helping them navigate the changing needs of a lifetime. It's the future of financial services. Are you ready? In this book, you will discover: - DEDICATION - PREFACE: DESTINY FULFILLED - A TALE OF TWO FINANCIAL ADVISORS - YOUR DREAM ... WHY DID YOU GET INTO THIS BUSINESS? - AWARENESS OF WHAT TO CHANGE - SUCCESS MINDSET - INTRODUCING THE FOUR PILLARS - And so much more! Get your copy today!