(Mobile ebook) Protecting Your Practice (Bloomberg Financial)






#4000697 in eBooks 2010-06-10 2010-06-10File Name: B003RWSBBS

0 of 0 people found the following review helpful. UsefulBy S. JohnsonUseful, concise advice for financial advisors. This goes beyond compliance to explain how to organize your business to protect it from frivolous lawsuits and other perils.5 of 5 people found the following review helpful. Physician - Heal ThyselfBy David L. CregerFinancial advisors and professional insurance agents routinely make recommendations to clients regarding risk management. Whether it be on the subjects of taxes, inveA lively, informative guide...an essential addition to your professional library. -- Thomas W. Johnson, Executive Editor, Financial Planning Magazine "Katherine Vessenes has written a lively, informative guide that underscores the most important element of successful financial planning: When youThis is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world's leading organization for financial services professionals. Audience: Broker-dealers and their home-office personnel, registered reps, accountants, tax advisers, insurance agents and insurance companies, wire houses, fee and commission planners, attorneys, trust officers, estate planners, and development officers in planned-giving departments. As inve...


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