The Evolved Advisor - Patrick Tucker - 图书 - Throne Publishing Group - 9781945255991 - 2018年7月6日
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The Evolved Advisor

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元 178
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预计送达时间 年6月4日 - 年6月22日
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Patrick Tucker is an enthusiastic financial advisor who wants to set something straight: Clients deserve respect, honesty, transparency and dignity at all times, no matter what. But he fears not all clients are receiving that kind of care in the financial planning industry today. So many firms are about the business of selling, producing and making a buck, but what clients need is to be genuinely advised and guided well through their financial lifetimes. So he started True Measure, an investment advisor company based in Omaha, Nebraska, that positively and thoroughly advises clients while mentoring aspiring financial planners into their own successful advice-based business. The Evolved Advisor is a hearty and thorough guidebook for those who desire to start their own business and do it the right way from the beginning: Advising clients respectfully and building genuine relationships that will last a lifetime.

介质类型 图书     Paperback Book   (平装胶订图书)
已发行 2018年7月6日
ISBN13 9781945255991
出版商 Throne Publishing Group
页数 110
商品尺寸 140 × 216 × 6 mm   ·   136 g
语言 英语  

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