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.
4 Електронні книги від 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 …
PDF
Англійська
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 …
EPUB
Англійська
DRM
€157.09
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
Англійська
€37.44
