The Life First Advisor
Language: en
Pages:
Authors: Lavalley Barry
Categories:
Type: BOOK - Published: 2017-07-15 - Publisher:

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This isn't just another practice management book, but a template for a new approach to being a valued financial advisor.
Advisor for Life
Language: en
Pages: 414
Authors: Stephen D. Gresham
Categories: Business & Economics
Type: BOOK - Published: 2011-01-06 - Publisher: John Wiley & Sons

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"The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors--if they can provide the kinds of creative and flexible strategies t
The White Coat Investor
Language: en
Pages: 160
Authors: James M. Dahle
Categories: Business & Economics
Type: BOOK - Published: 2014-01 - Publisher: White Coat Investor LLC the

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Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical stu
The Supernova Advisor
Language: en
Pages: 166
Authors: Robert D. Knapp
Categories: Business & Economics
Type: BOOK - Published: 2010-12-17 - Publisher: John Wiley & Sons

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The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfact
What Your Financial Advisor Isn't Telling You
Language: en
Pages: 261
Authors: Liz Davidson
Categories: Business & Economics
Type: BOOK - Published: 2016-01-05 - Publisher: HMH

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Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a tr