Despite the growth of online investing, the overwhelming bulk of individual investor assets continues to be managed with the help of an advisor - be it a stockbroker, financial planner or account. Whereas many financial intermediaries are concentring on this burgeoning affluent market, most remain unsure they will be able to compete. In Attract and Retain the Affluent Investor, Stephen D Greham an expert in marketing financial services to the affluent, and Evan Cooper, a respected financial journalist, show brokers how to ...
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Despite the growth of online investing, the overwhelming bulk of individual investor assets continues to be managed with the help of an advisor - be it a stockbroker, financial planner or account. Whereas many financial intermediaries are concentring on this burgeoning affluent market, most remain unsure they will be able to compete. In Attract and Retain the Affluent Investor, Stephen D Greham an expert in marketing financial services to the affluent, and Evan Cooper, a respected financial journalist, show brokers how to make money by building an affluent client base. Along the way, they address the following reader concerns: * What is the best way to transition from transactional to relationship broker? * How do I prospect for these new types of clients? * What do I have to knwo to serve these clients better? * What level of service will such clients expect of me? * Can I be a client's private banker? This timely book offers practical money making solutions for stock-brokers and financial advisers.
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Add this copy of Attract and Retain the Affluent Investor: Winning to cart. $1.26, very good condition, Sold by More Than Words rated 4.0 out of 5 stars, ships from Waltham, MA, UNITED STATES, published 2001 by Dearborn Trade.
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Add this copy of Attract and Retain the Affluent Investor: Winning to cart. $1.26, good condition, Sold by More Than Words rated 4.0 out of 5 stars, ships from Waltham, MA, UNITED STATES, published 2001 by Dearborn Trade.
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Good. . All orders guaranteed and ship within 24 hours. Your purchase supports More Than Words, a nonprofit job training program for youth, empowering youth to take charge of their lives by taking charge of a business.
Add this copy of Attract and Retain the Affluent Investor: Winning to cart. $1.78, fair condition, Sold by Once Upon A Time Books rated 1.0 out of 5 stars, ships from Tontitown, AR, UNITED STATES, published 2001 by Kaplan Publishing.
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Fair. This is a used book. It may contain highlighting/underlining and/or the book may show heavier signs of wear. It may also be ex-library or without dustjacket. This is a used book. It may contain highlighting/underlining and/or the book may show heavier signs of wear. It may also be ex-library or without dustjacket.
Add this copy of Attract and Retain the Affluent Investor: Winning to cart. $3.28, very good condition, Sold by ThriftBooks-Atlanta rated 5.0 out of 5 stars, ships from Austell, GA, UNITED STATES, published 2001 by Dearborn Trade.
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Add this copy of Attract and Retain the Affluent Investor: Winning to cart. $5.59, good condition, Sold by BooksRun rated 4.0 out of 5 stars, ships from Philadelphia, PA, UNITED STATES, published 2001 by Kaplan Publishing.
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Add this copy of Attract and Retain the Affluent Investor: Winning to cart. $11.92, like new condition, Sold by Bingo Used Books rated 5.0 out of 5 stars, ships from Vancouver, WA, UNITED STATES, published 2001 by Chicago, Illinois, U.S.A. : Dearborn Trade Pub.
