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B. Vincent
Guiding Clients Through Retirement [EPUB ebook]
Tools for a Smooth Exit and Group Referrals

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Örtmek B. Vincent: Guiding Clients Through Retirement (ePUB)

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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Dil İngilizce ● Biçim EPUB ● Sayfalar 43 ● ISBN 9798330490523 ● Dosya boyutu 4.3 MB ● Yayımcı Creative Quill Press ● Yayınlanan 2024 ● Baskı 1 ● İndirilebilir 24 aylar ● Döviz EUR ● Kimlik 9986678 ● Kopya koruma Adobe DRM

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