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Books > Business & Economics > Business & management > Ownership & organization of enterprises
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Protecting Your Practice (Hardcover)
Loot Price: R1,294
Discovery Miles 12 940
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(19%)
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Protecting Your Practice (Hardcover)
Expected to ship within 10 - 15 working days
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This is the benchmark book for building client relationships,
growing a practice, and avoiding litigation--written in association
with the world's leading organization for financial services
professionals. Audience: Broker-dealers and their home-office
personnel, registered reps, accountants, tax advisers, insurance
agents and insurance companies, wire houses, fee and commission
planners, attorneys, trust officers, estate planners, and
development officers in planned-giving departments. As investors
gravitate toward no-load mutual funds and do-it-yourself investing
through discount brokers, professionals are being squeezed by
competition, consumer wariness, and tighter enforcement by the SEC,
NASD, and state securities regulators. This book addresses these
challenges, helping anyone offering financial advice to be more
competitive, build client loyalty, and avoid the liabilites that
come with managing someone's money in today's complex investment
environment. How to offer better service, comply with key
regulations, maintain vital records with a minimum of paperwork,
and protect a business from malpractice claims.
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