Kimberly G Dellarocca: 1 book
The Enduring Advisory Firm
How to Serve Your Clients More Effectively and Operate More Efficiently
Language: English
Release Date: November 3, 2016
A guide for financial advisors who are ready to embrace new opportunities
The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological...
