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Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals - Hardcover

Vincent, B

 
9798348489441: Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals
Hardcover
ISBN 13: 9798348489441
Verlag: Creative Quill Press, 2025

Inhaltsangabe

In Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals, author B. Vincent provides financial advisors with essential tools and strategies to assist clients in successfully transitioning into retirement. Drawing on insights from industry expert Preet Banerjee, this comprehensive guide explores effective exit strategies, business growth opportunities, and the benefits of group referrals. From understanding the intricacies of asset sales to leveraging career junctures for long-term revenue, this book offers valuable advice for advisors looking to enhance their practice and support their clients' retirement dreams. Embrace the opportunities that come with retirement planning and discover how to build a thriving business that grows even as clients begin to withdraw their investments.

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Verlag
Creative Quill Press
Erscheinungsdatum
2025
Sprache
Englisch
ISBN 13 
9798348489441
Einband
Gebundene Ausgabe
Anzahl der Seiten
44
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Verantwortliche Person
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