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What Do Financial Planning Clients Really Want?

  • Gives advisers the necessary insights to better understand the mindset, motivations and expectations of people who use and don’t use financial planners.
  • Book
    $65.00
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Directors at Work: A Practical Guide for Boards

    Author: Geoffrey Kiel
  • Discusses contemporary issues in corporate governance; ways in which boards, directors and their advisers can be effective; and ways to improve their governance processes and procedures.
  • eBook - ProView
    $130.00 $52.00 -60%
    Bundle
    $169.00 $67.60 -60%
    Book
    $130.00 $52.00 -60%
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The New Trusted Adviser

  • Authored by James Evangelidis, shows how becoming a trusted adviser to your clients can help you to grow your advisory business.
  • eBook - ProView
    $48.99
    Bundle
    $63.69 $25.48 -60%
    Book
    $48.99 $19.60 -60%