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Synopsis
In order to ensure future success, financial advisors must find a way to compete for one of the fastest-growing segments of the investing population - the affluent. Stephen D. Gresham and Evan Cooper, authors of "Attract and Retain the Affluent Investor", show readers that by adapting current methods and learning how to provide a richer level of service, financial advisors will be able to capitalize on this opportunity and create greater client satisfaction.
In order to ensure future success, financial advisors must find a way to compete for one of the fastest-growing segments of the investing population - the affluent. Stephen D. Gresham and Evan Cooper, authors of "Attract and Retain the Affluent Investor", show readers that by adapting current methods and learning how to provide a richer level of service, financial advisors will be able to capitalize on this opportunity and create greater client satisfaction.
Inside This Book
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First Sentence
No matter how wealth is measured, we can say with certainty that a record number of Americans have entered a golden age affluence. Read the first page
Front Cover | Copyright | Table of Contents | Excerpt | Index | Back Cover
No matter how wealth is measured, we can say with certainty that a record number of Americans have entered a golden age affluence. Read the first page
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Browse Sample PagesConcordance
Front Cover | Copyright | Table of Contents | Excerpt | Index | Back Cover
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