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Hardcover How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs Book
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ISBN: 0071819118

ISBN13: 9780071819114

How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs

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Format: Hardcover

Condition: Very Good

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Book Overview

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 Kathleen Burns Kingsbury, a leading wealth...

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Business Business & Investing Economics

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