Home » Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers by Cliff Oberlin
Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers Cliff Oberlin

Building a High-End Financial Services Practice: Proven Techniques for Planners, Wealth Managers, and Other Advisers

Cliff Oberlin

Published April 5th 2004
ISBN : 9781576601587
Hardcover
236 pages
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 About the Book 

The founders of a successful financial advisory practice (Oberlin Financial Corp.) share what they have learned about capturing investors and building strong relationships that are profitable in both up and down markets. The authors describe sixMoreThe founders of a successful financial advisory practice (Oberlin Financial Corp.) share what they have learned about capturing investors and building strong relationships that are profitable in both up and down markets. The authors describe six strategies for success, which include focusing on affl