Advisory leadership fusing the seven steps of heart culture to create lasting success for any wealth management firm

"The financial advisory business is in a state of transition. With the rise of robo-solutions and a growth in demand for financial advice, advisors today are faced with the reality of an unpredictable future as they plan for retirement. There is one overarching question -- what can a financial...

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Detalles Bibliográficos
Otros Autores: Friedman, Greg H. (Businessman), author (author), Katz, Deena, author
Formato: Libro electrónico
Idioma:Inglés
Publicado: Hoboken, New Jersey : Wiley 2015.
Edición:1
Materias:
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009629799306719

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