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Książka Guiding Clients Through Retirement B. Vincent

Guiding Clients Through Retirement

Autor: B. Vincent
Język: Angielski
Oprawa: Twarda
Wydawca: Creative Quill Press
Dostępność: Dostępna u dostawcy
Wysyłamy za 14-21 dni
85.02 zł
In Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals, author B. Vincen...

Informacje o książce

Autor
B. Vincent
Język
Angielski
Oprawa
Książka - Twarda
Data wydania
2025
strony
44
EAN
9798348489441
Enbook ID
48021243
Wydawca
Creative Quill Press
Waga
177
Wymiary
140 x 216 x 6

Pełny opis

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.

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