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The Wealth Factor: A Team Approach Training Course on

Course ID: 195676  |  Type: Course

Description:

Financial advisors and, specifically, wealth managers and their teams are constantly being asked, "What do you do?" "How can you help me?"

Titles are changing, responsibilities are changing, regulations are changing ... and investors and their needs are changing.

They don't want any "storytelling" or guessing games - they want someone they can trust. This book will help investors identify "Who is the 'real' wealth manager?"


Author: Sydney LeBlanc
Description: Hard Cover, 160 Pages
The Wealth Factor: A Team Approach

Price:

$70.95
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The Wealth Factor: A Team Approach on

Course ID: 195676 | Item ID: 3547819

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