Posts Tagged Practice

Financial Services Marketing: An international guide to principles and practice

Jul 1

Posted by financial editor in Financial Services | No Comments

Product Description
Financial Services Marketing: an international guide to principles and practice contains the ideal balance of marketing theory and practice to appeal to advanced undergraduates and those on professional courses such as the Chartered Institute of Banking. Taking an international and strategic view of an increasingly important and competitive sector, Financial Services Marketing adopts a fresh approach in terms of structure, and is organised around the core mar… More >>

Financial Services Marketing: An international guide to principles and practice

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Banking Services: Law and Practice

Jun 8

Posted by financial editor in Banking Services | No Comments

Banking Services: Law and Practice

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To Sell or Not to Sell…Employer Retirement Plans: The Financial Advisor’s Roadmap to a Successful Retirement Plans Practice

Mar 9

Posted by financial editor in Financial Advisor | No Comments

To Sell or Not to Sell…Employer Retirement Plans: The Financial Advisor’s Roadmap to a Successful Retirement Plans Practice

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Deena Katz’s Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers

Feb 24

Posted by financial editor in Financial Advisor | No Comments

Product Description
This nuts-and-bolts book expands on the time-saving approaches of the author’s acclaimed book, Deena Katz on Practice Management, by providing-and explaining how to use-the actual checksheets, forms, presentations, and procedures developed and refined by Evensky Brown & Katz and other top wealth managers and planners. Deena Katz brings together, as no one else could, the collective knowledge and labor-saving systems that leading advisers use to make their practic… More >>

Deena Katz’s Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers

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Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

Feb 20

Posted by financial editor in Financial Advisor | 1 Comment

Product Description
Tired of spending more time with your filing cabinets than with your clients? Is overhead eating up your margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for. Virtual-Office Tools for a High-Margin Practice is a non-technical trove of technology, clever workarounds, and procedural efficiencies tailored to help you move toward a paperless office, while still complying with SEC record-keeping requirements. The … More >>

Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

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