Building a High-End Financial Services Practice (notice n° 80272)
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| 000 -LEADER | |
|---|---|
| fixed length control field | 02043cam a2200289zu 4500 |
| 003 - CONTROL NUMBER IDENTIFIER | |
| control field | FRCYB10054029 |
| 005 - DATE AND TIME OF LATEST TRANSACTION | |
| control field | 20250108084523.0 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 250108s2004 fr | o|||||0|0|||eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781576601587 |
| 035 ## - SYSTEM CONTROL NUMBER | |
| System control number | FRCYB10054029 |
| 040 ## - CATALOGING SOURCE | |
| Original cataloging agency | FR-PaCSA |
| Language of cataloging | en |
| Transcribing agency | |
| Description conventions | rda |
| 100 1# - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Oberlin, Cliff |
| 245 01 - TITLE STATEMENT | |
| Title | Building a High-End Financial Services Practice |
| Remainder of title | Proven Techniques for Planners, Wealth Managers, and Other Advisers |
| Statement of responsibility, etc. | ['Oberlin, Cliff', 'Powers, Jill'] |
| 264 #1 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE | |
| Name of producer, publisher, distributor, manufacturer | Bloomberg Press |
| Date of production, publication, distribution, manufacture, or copyright notice | 2004 |
| 300 ## - PHYSICAL DESCRIPTION | |
| Extent | p. |
| 336 ## - CONTENT TYPE | |
| Content type code | txt |
| Source | rdacontent |
| 337 ## - MEDIA TYPE | |
| Media type code | c |
| Source | rdamdedia |
| 338 ## - CARRIER TYPE | |
| Carrier type code | c |
| Source | rdacarrier |
| 520 ## - SUMMARY, ETC. | |
| Summary, etc. | Building a High-End Financial Services Practice is for top-producing financial advisers who want to capture the affluent investor and build strong relationships that are profitable in both up and down markets. This book provides proven strategies for dealing with increased market volatility, new technology hurdles, more--and more complex--financial products, and competition that seems to be coming out of the woodwork. It also contains invaluable advice on working strategically with broker-dealers and other professionals to expand services and grow business. In addition, the book includes valuable surveys of top financial planners and industry studies that identify trends, opportunities, and successful techniques. Having built a hugely successful financial-advisory practice, as well as being thriving broker-dealers, authors Cliff Oberlin and Jill Powers have firsthand insight into what works in today's tough environment, and what is needed to thrive in tomorrow’s. Whether an adviser is already enjoying success or just starting out, Building a High-End Financial Services Practice supplies the map to maximum efficiency and profits. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | |
| 700 0# - ADDED ENTRY--PERSONAL NAME | |
| Personal name | Oberlin, Cliff |
| 700 0# - ADDED ENTRY--PERSONAL NAME | |
| Personal name | Powers, Jill |
| 856 40 - ELECTRONIC LOCATION AND ACCESS | |
| Access method | Cyberlibris |
| Uniform Resource Identifier | <a href="https://international.scholarvox.com/netsen/book/10054029">https://international.scholarvox.com/netsen/book/10054029</a> |
| Electronic format type | text/html |
| Host name | |
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