Product Details
Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor

Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor
By Stephen D. Gresham, Evan Cooper

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Product Details

  • Amazon Sales Rank: #751665 in Books
  • Published on: 2001-05-17
  • Original language: English
  • Number of items: 1
  • Binding: Hardcover
  • 272 pages

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Synopsis
In order to ensure future success, financial advisors must find a way to compete for one of the fastest-growing segments of the investing population - the affluent. Stephen D. Gresham and Evan Cooper, authors of "Attract and Retain the Affluent Investor", show readers that by adapting current methods and learning how to provide a richer level of service, financial advisors will be able to capitalize on this opportunity and create greater client satisfaction.