The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts,Used

The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts,Used

In Stock
SKU: SONG0972303308
Brand: Brand: Phoenix Investment Partners
$10.59
Quantity
Add to wishlist
Add to compare

Processing time: 1-3 days

US Orders Ships in: 3-5 days

International Orders Ships in: 8-12 days

Return Policy: 15-days return on defective items

Payment Option
Payment Methods

Help

If you have any questions, you are always welcome to contact us. We'll get back to you as soon as possible, withing 24 hours on weekdays.

Customer service

All questions about your order, return and delivery must be sent to our customer service team by e-mail at yourstore@yourdomain.com

Sale & Press

If you are interested in selling our products, need more information about our brand or wish to make a collaboration, please contact us at press@yourdomain.com

The Managed Account Handbook, the first book of it's kind for financial advisors, features the benefits of managed accounts and "best practices" strategies used by many of the industry's leading advisors who have successfully incorporated managed accounts into their practices.Among the topics covered are: information gathering strategies, creating managed account solutions, marketing managed accounts, and using managed accounts as part of a wealth management strategy.The managed account industry is on a roll, driven by powerful baby boomer demographics and the boomers' growing need for customized taxsensitive investment solutions. Financial advisors are using managed accounts as the primary income source for their highnetworth practices.Whether you are new to the business or looking to grow your existing advisory practice, this book will help you capture your share of new affluent clients and achieve a higher level of success.

⚠️ WARNING (California Proposition 65):

This product may contain chemicals known to the State of California to cause cancer, birth defects, or other reproductive harm.

For more information, please visit www.P65Warnings.ca.gov.

Recently Viewed