The essential advisor : building value in the investor-advisor relationship /

"Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind...

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Bibliographic Details

Main Authors:	Crager, Bill (Author), Hummel, Jay W., 1979- (Author)
Format:	eBook
Language:	English
Published:	Hoboken, New Jersey : John Wiley & Sons, Inc., [2016]
Series:	Online access with DDA: Askews (Economics)
Subjects:	Investment advisors. Investment advisor-client relationships. Financial services industry.
Online Access:	Connect to the full text of this electronic book