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Protecting Your Practice (Bloomberg Financial)

Katherine Vessenes




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 | #3982992 in eBooks |  2010-06-10 |  2010-06-10 | File type: PDF

||0 of 0 people found the following review helpful.| Useful|By S. Johnson|Useful, concise advice for financial advisors. This goes beyond compliance to explain how to organize your business to protect it from frivolous lawsuits and other perils.|5 of 5 people found the following review helpful.| Physician - Heal Thyself|By David L. Creger|Financial advisors and professional insu| |A lively, informative guide...an essential addition to your professional library. -- Thomas W. Johnson, Executive Editor, Financial Planning Magazine| |"Katherine Vessenes has written a lively, informativ

This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world's leading organization for financial services professionals. Audience: Broker-dealers and their home-office personnel, registered reps, accountants, tax advisers, insurance agents and insurance companies, wire houses, fee and commission planners, attorneys, trust officers, estate planners, and development officers in planned-giv...

You can specify the type of files you want, for your gadget.Protecting Your Practice (Bloomberg Financial)   |  Katherine Vessenes. I was recommended this book by a dear friend of mine.

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