Family Business Secrets: A Field Guide For Advisors - Couverture souple

Katz, Irving

Couverture souple

ISBN 10 : 0982940319 ISBN 13 : 9780982940310

Editeur : Katz Financial LLC, 2017

Synopsis

This guide is for financial advisors wanting to make business owners their clients. Important topics include: proper business planning, understanding the sales cycle, target marketing, prospecting, strategic alliances, direct marketing to family business owners, securing meetings with new clients, selling your services, as well as maintaining engagement and building momentum.

A propos du livre

À propos de l'auteur

Irving has been a Financial Strategist/Family Business Coach for 40 years. Over the years his clients have retained him for his expertise, and his ability to remain current. Irving specializes in Retirement Planning, Wealth Creation, Wealth Retention and Estate planning for his Business Owner clients. “I have a passion for what I do. It is exciting and very rewarding for me to see individual growth and success as a result of our strategic planning efforts.” Irving Katz, MBA, MSFS, CHFE, CLU received his MBA in Finance & Marketing from the Kelly School of Business at Indiana University. He is a Registered Investment Advisor, Chartered Life Underwriter, Life Analyst and a Chartered Financial Consultant.

Détails de l'édition

• Éditeur: Katz Financial LLC
• Date d'édition: 2017
• Langue: anglais
• ISBN 10: 0982940319
• ISBN 13: 9780982940310
• Reliure: Broché
• Nombre de pages: 126
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg