Finance
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The Discipline of Business Management for Financial Advisers
This book presents a detailed overview of critical topics from financial management and human capital to IT and marketing, encompassing the management skills, approaches and mindsets needed for success.
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Published March 2005, Hardback,
ISBN: 9781576601723
ISBN: 9781576601723
Tactics and Techniques that Produce Results
A practical and engaging guide to all aspects of financial services
marketing that includes case studies and an overall review of the
keystones of marketing strategy.
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Published September 2004, Hardback,
ISBN: 9781576601563
ISBN: 9781576601563
A Beginner's Guide to Investment
There is money to be made and it does not require genius to make a fortune, but you do need care, common sense, lots of luck and the expert advice
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Published June 2004, Paperback,
ISBN: 9780749441906
ISBN: 9780749441906
Proven Techniques for Planners Wealth Managers and Other Advisors
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
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Published April 2004, Hardback,
ISBN: 9781576601587
ISBN: 9781576601587
How Client-Centered Financial Advisors Can Cut Paperwork Overhead and Wasted Hours
Virtual-Office Tools for a High-Margin Practice is a non-technical treasure trove of technology, clever workarounds, and procedural efficiencies tailored to help you move toward a paperless office, while still complying
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Published October 2002, Paperback,
ISBN: 9781576601235
ISBN: 9781576601235
A Practical Guide to Making Customer Relationship Marketing Work
CRM in Financial Services gives a whole host of suggestions as to how companies can improve their CRM and achieve the anticipated return on investment. It shows how to avoid
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Published June 2002, Hardback,
ISBN: 9780749436964
ISBN: 9780749436964
The second edition of How to Win in a Volatile Stock Market focuses on tested strategies for selecting bargin shares and assests at rock bottom prices and comissions. Alexander Davidson
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Published April 2002, Paperback,
ISBN: 9780749438036
ISBN: 9780749438036
Corporate finance is central to almost every major decision a company takes but, because of its complexity, it is very little understood. This is a practical guide for hard-pressed CEOs
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Published March 2002, Paperback,
ISBN: 9780749436261
ISBN: 9780749436261
For Financial Advisors Planners and Wealth Managers
Deena Katz's Tools and Templates for Your Practice is packed full of charts, form letters, concise tips, processes, and ideas from experienced practitioners around the world-approaches that you can put
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Published August 2001, Paperback,
ISBN: 9781576600849
ISBN: 9781576600849
For Financial Advisors Planners and Wealth Managers
Deena Katz on Practice Management defines practice management for
both novice and seasoned professionals, including dealing with market
changes, customer satisfaction, networking among other planners,
technology, and administration.
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Published September 1999, Hardback,
ISBN: 9781576600702
ISBN: 9781576600702
Finance
The finance industry is fast, ever-changing and subject to global pressures like no other. Kogan Page offers a comprehensive portfolio of best practice books for the finance industry covering everything from raising venture capital to insurance distribution.
