Reinvented Wealth Manager Series
Hoboken, New Jersey: Wiley, 2009
320pp, ISBN: 978-0-470-28948-8
This resource for financial advisors assesses the main elements of investment and wealth management, and offers advice on how to increase value for clients and improve the effectiveness of their business. It explains prospecting, and dealing with conflicts of interest, and identifies the key challenges and opportunities open to wealth managers.