Join Money Shui
Get a free profile to remember your wealth and investing book ratings, comments, and reviews.
Recent Blog Posts more »
Attract and Retain the Affluent Investor
report an error
Winning Tactics for Today's Financial Advisor
by Evan Cooper, Stephen Gresham
Publisher: Kaplan Business (May 2001)
Suggested Price: $35.00
Tags
You must be logged in to add tags. Log in or sign up now.
Book Details
You must be logged in to add book details. Log in or sign up now.
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.
Add a Comment or Review