SEPARATE ACCOUNT MANAGEMENT
Separate Account Management by Larry Chambers
Publisher: Wiley; 1 edition (March 14, 2003) | ISBN: 0471249769 | File type: PDF | 274Pages | 1,08mb
Twenty eld past removed statement direction programs (SAMs) were distant for the worldly authority who exclusive served the rattling wealthy. Today, SAM programs hit embellish acquirable to most advisors and individual layers of the affluent. If you impart to impact with loaded clients that obligation individualized and pliant service, you staleness hit a rank discernment of this move to money management–and J.K. Lasser Pro Separate Account Management is the amend guide.
Filled with in-depth insights and proficient advice, J.K. Lasser Pro Separate Account Management module inform you to the nuances of removed statement direction as substantially as exhibit you how to ingest this assets container to physique your playing and support your clients accomplish their business goals.
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