Articles liés à Guiding Clients Through Retirement: Tools for a Smooth...

Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals - Couverture rigide

Vincent, B

 
9798348489441: Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals
Couverture rigide
ISBN 13 : 9798348489441
Editeur : Creative Quill Press, 2025

Synopsis

In Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals, author B. Vincent provides financial advisors with essential tools and strategies to assist clients in successfully transitioning into retirement. Drawing on insights from industry expert Preet Banerjee, this comprehensive guide explores effective exit strategies, business growth opportunities, and the benefits of group referrals. From understanding the intricacies of asset sales to leveraging career junctures for long-term revenue, this book offers valuable advice for advisors looking to enhance their practice and support their clients' retirement dreams. Embrace the opportunities that come with retirement planning and discover how to build a thriving business that grows even as clients begin to withdraw their investments.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

Éditeur
Creative Quill Press
Date d'édition
2025
Langue
anglais
ISBN 13 
9798348489441
Reliure
Relié
Nombre de pages
44
Coordonnées du fabricant
non disponible
Personne responsable
non disponible