229 x 152 x 14mm
Top Financial Planners Weigh in on Practice Management.
Success as a financial planner depends more on an individual's overall management skills than his or her stock-picking ability, says veteran financial writer Richard Koreto. For the first time ever, he has compiled advice from some of the nation's leading financial services professionals into a single book which takes readers step-by-step from starting on their own to selling a practice at the end of their career.
Each chapter features one or more expert "guides" - insight from recognized leaders in the profession explaining how they did it successfully. In addition, Richard Koreto draws on the scores of conferences and seminars he's participated in over the years.