What do you think?
Rate this book
Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor
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.
224 pages, Hardcover
First published May 17, 2001
10 people want to read
Ratings & Reviews
Friends & Following
Create a free account to discover what your friends think of this book!
Community Reviews
No one has reviewed this book yet.