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Riassunto: A key resource for financial advisers from a leading authority on legal, compliance, and ethics issues, Katherine Vessenes's book shows how to build client relationships, grow a practice, comply with regulations, streamline a business, and avoid lawsuits in today's competitive and adversarial environment. This lively guide to compliance includes case studies, forms and checklists, and practical strategies.
"Katherine Vessenes has written a lively, informative guide that underscores the most important element of successful financial planning: When you keep your clients happy, you keep your clients. Whether you′ve been a financial planner for years or are new to the profession, you′ll find Protecting Your Practice an essential addition to your professional library."
Thomas W. Johnson
Executive Editor, Financial Planning
"There′s no part of being a financial adviser that′s less understood, or more troubling, than the legalities of registering with the SEC and client relations. Protecting Your Practice offers that rare kind of technical writing that combines a voice of authority and knowledge that comes from years of dealing with these issues, with an unmistakable understanding of how readers feel about the situations they face. It makes the challenge of being a financial adviser easier."
Editor in Chief, Investment Advisor
"Not only did I enjoy reading this book, it was enlightening as well. This is the most definitive guide on the subject of protecting your practice. If you do not read it, you do so at your own peril!"
Stewart H. Welch, III, CFP, ChFC, AEP
The Welch Group
Titolo: Protecting Your Practice
Casa editrice: John Wiley & Sons
Data di pubblicazione: 1997
Condizione libro: New
Descrizione libro Bloomberg Press, 1997. Condizione: Good. 1st ed. Former Library book. Shows some signs of wear, and may have some markings on the inside. Codice articolo GRP13401633
Descrizione libro Bloomberg Press, 1997. Condizione: Good. 1st ed. Shows some signs of wear, and may have some markings on the inside. Codice articolo GRP9124524
Descrizione libro Wiley & Sons, Incorporated, John. Hardcover. Condizione: Good. Book shows minor use. Cover and Binding have minimal wear and the pages have only minimal creases. Codice articolo G157660053XI3N00
Descrizione libro Bloomberg Press. Hardcover. Condizione: VERY GOOD. Light rubbing wear to cover, spine and page edges. Very minimal writing or notations in margins not affecting the text. Possible clean ex-library copy, with their stickers and or stamp(s). Codice articolo 2845916038
Descrizione libro Bloomberg Press. Hardcover. Condizione: GOOD. Spine creases, wear to binding and pages from reading. May contain limited notes, underlining or highlighting that does affect the text. Possible ex library copy, thatâ€™ll have the markings and stickers associated from the library. Accessories such as CD, codes, toys, may not be included. Codice articolo 2855990117
Descrizione libro Bloomberg Press, 1997. Condizione: Very Good. 1st ed. Ships from the UK. Former Library book. Great condition for a used book! Minimal wear. Codice articolo GRP93608647
Descrizione libro Hardcover. Condizione: Acceptable. Good reading copy with jacket, front hing is cracked, light jacket wear, unmarked text. We take great pride in accurately describing the condition of our books, ship within 48 hours and offer a 100% money back guarantee. Codice articolo 1M5H2D0003MU_ns
Descrizione libro Bloomberg Press. Hardcover. Condizione: New. 157660053X Ships promptly. Codice articolo Z157660053XZN
Descrizione libro Bloomberg Press, 1997. Hardcover. Condizione: Used: Good. Codice articolo SONG157660053X
Descrizione libro Bloomberg Press, 1997. Condizione: Good. A+ Customer service! Satisfaction Guaranteed! Book is in Used-Good condition. Pages and cover are clean and intact. Used items may not include supplementary materials such as CDs or access codes. May show signs of minor shelf wear and contain limited notes and highlighting. Codice articolo 157660053X-2-4