GREG FRIEDMAN, MS, CFP, is founder and president of Junxure, a practice improvement firm, and Private Ocean, one of the West Coast”s leading wealth management firms. He is a relentless innovator and advocate for excellent wealth manage-ment, which earned him recognition three times on Investment Advisor Magazine”s list of the Top 25 most influential financial advisors.
6 Ebooks oleh Greg Friedman
Greg Friedman: Advisory Leadership
Thrive in a changing industry by putting your people first Advisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today’s …
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€19.99
Greg Friedman: Advisory Leadership
Thrive in a changing industry by putting your people first Advisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today’s …
PDF
Inggris
DRM
€19.99
Peter Malone: Through a Catholic Lens
Movies are often examined for subtext and dramatizations of social and psychological issues as well as current movements. Studies of well-known Catholic directors, such as Alfred Hitchcock and John F …
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€47.85
Greg Friedman & Shaun Kapusinski: The Financial Advisor M&A Guidebook
With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A …
PDF
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€37.44
Greg Friedman & Cynthia Greenfield: Integrating Culture in Successful RIA Mergers and Acquisitions
With organic growth becoming more and more elusive, Mergers and Acquisition (M&A) activity within the RIA industry is at an all-time high. In 2019, RIA merger and acquisition activity accelerated its …
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€64.19
