How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs

How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs

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DISCOVER the SECRETS to ATTRACTING and RETAINING AFFLUENT COUPLES

Fact: A startling 70 percent of widows fire the couple's financial advisor within one year of the death of their spouse--the main reason being that the advisor had failed to develop a trusting relationship with both partners.

You can be the exception by developing the essential skills needed to be a couplefriendly advisor. And Kathleen Burns Kingsbury, a leading wealth psychology expert, shows you… (more)

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Book Details  


Publisher: McGraw-Hill (June 25, 2013)

Format: EPUB

Page count: 256 pages

File size: 2 MB

Protection: DRM

Language: English


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