How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs
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DISCOVER the SECRETS to ATTRACTING and RETAINING AFFLUENT COUPLES
Fact: A startling 70 percent of widows fire the couple''s financial advisor within one year of the death of their spouse--the main reason being that the advisor had failed to develop a trusting relationship with both partners.
You can be the exception by developing the essential skills needed to be a couplefriendly advisor. And Kathle...
Read more
product_type_E-book
epub
Price
31.50 £
DISCOVER the SECRETS to ATTRACTING and RETAINING AFFLUENT COUPLES
Fact: A startling 70 percent of widows fire the couple''s financial advisor within one year of the death of their spouse--the main reason being that the advisor had failed to develop a trusting relationship with both partners.
You can be the exception by developing the essential skills needed to be a couplefriendly advisor. And Kathle...
Read more
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