Articoli correlati a Guiding Clients Through Retirement: Tools for a Smooth...

Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals - Rilegato

Vincent, B

 
9798348489441: Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals
Rilegato
ISBN 13: 9798348489441
Casa editrice: Creative Quill Press, 2025

Sinossi

In Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals, author B. Vincent provides financial advisors with essential tools and strategies to assist clients in successfully transitioning into retirement. Drawing on insights from industry expert Preet Banerjee, this comprehensive guide explores effective exit strategies, business growth opportunities, and the benefits of group referrals. From understanding the intricacies of asset sales to leveraging career junctures for long-term revenue, this book offers valuable advice for advisors looking to enhance their practice and support their clients' retirement dreams. Embrace the opportunities that come with retirement planning and discover how to build a thriving business that grows even as clients begin to withdraw their investments.

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Editore
Creative Quill Press
Data di pubblicazione
2025
Lingua
Inglese
ISBN 13 
9798348489441
Rilegatura
Copertina rigida
Numero di pagine
44
Contatto del produttore
non disponibile
Persona responsabile
non disponibile