The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
Language: English
Published by Phoenix Investment Partners, 2002
- Hardcover
- Used
Seller: Wonder Book, Frederick, MD, U.S.A.Wonder Book
AbeBooks seller since November 1, 1997
Condition: Used - Very good
US$ 7.12
Quantity: 1 available
Add to basketItem description from seller
Very Good condition. Very Good dust jacket. A copy that may have a few cosmetic defects. May also contain light spine creasing or a few markings such as an owner's name, short gifter's inscription or light stamp.
Seller Inventory # Y00F-00948
- Title
- The Managed Account Handbook: How to Build Your Financial Advisory Practice Using Separately Managed Accounts
- Author
- Gresham, Stephen D.
- Publisher
- Phoenix Investment Partners
- Publication year
- 2002
- Condition
- Very Good
- Dust jacket
- Dust Jacket Included
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 0972303308
- ISBN 13
- 9780972303309
Among the topics covered are: information gathering strategies, creating managed account solutions, marketing managed accounts, and using managed accounts as part of a wealth management strategy.
The managed account industry is on a roll, driven by powerful baby boomer demographics and the boomers' growing need for customized tax-sensitive investment solutions. Financial advisors are using managed accounts as the primary income source for their high-net-worth practices.
Whether you are new to the business or looking to grow your existing advisory practice, this book will help you capture your share of new affluent clients and achieve a higher level of success.
"Synopsis" may belong to another edition of this title.
About the Author
He has appeared on CNN, CNNfn, PBS and in the pages of Business Week, Fortune and the New York Times. He is a columnist for on Wall Street and Registered Rep. and is the author, with Evan Cooper, of Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor, published in 2001 by Dearborn Trade.
Mr. Gresham is a former director of the Institute for Certified Investment Management Consultants. He holds a B.A. with distinction in organizational behavior from Brown University.
"About the title" may belong to another edition of this title.
Wonder Book
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With 3 stores less than 1 hour outside the DC/Metropolitan area (1 in Gaithersburg, 1 in Frederick and 1 in Hagerstown, MD), we have the largest selection of books in the tri-state area. Wonder Book and Video has been in business since 1980 and online since 1997. We have over 1 Million books for sale on our website and another 1 Million books for sale in our 3 locations. Items on Abe are not necessarily in stock at our retail locations. Please do not call the stores to place orders for Abe Books sales. We have a very active online inventory and as such, we can receive multiple orders for the same item. We fill those orders on a first come first serve basis, but will refund promptly any items that are out of stock. Since 1980 it has always been about the books. ALL kinds of books from 95 cent children's paperbacks to five figure rare and collectibles. A merging of the old and new is where we started, and it is where we are today. Our retail stores have always been places where a reader can rush in looking for a title needed for a term paper that is due the next day, or where bibliophiles can get lost "in the stacks" for as long as they wish. In 2002 USAToday recognized us as "1 of 10 Great Old Bookstores", and we have been featured in numerous other newspaper and TV stories including Washington Post and CSpan. Members ABAA, ILAB.…
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Wonder Book
Wonder Book and Video, 1550 Tilco Drive
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