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Best Practices for Financial Advisors (Bloomberg Professional)

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a guide to the most successful business practices used and proven by top financial advisors. best practices for financial advisors covers getting registered, regulations and enforcement, fiduciary duties, conflicts of interest, working with clients-and the best practices in education and training, determining suitability, disclosure, due diligence, and advertising. based on interviews with the best in the business.

Publisher ‏ : ‎ John Wiley & Sons (1 August 1997)
Language ‏ : ‎ English
Hardcover ‏ : ‎ 336 pages
ISBN-10 ‏ : ‎ 1576600068
ISBN-13 ‏ : ‎ 978-1576600061
Item Weight ‏ : ‎ 400 g
Dimensions ‏ : ‎ 12.07 x 2.54 x 20.96 cm
Country of Origin ‏ : ‎ USA

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Best Practices for Financial Advisors (Bloomberg Professional)
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