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J.K. Lasser Pro Separate Account Management
Larry ChambersKen ZiesenheimPeter Trevisani
其他書名
An Investment Management Strategy Designed for High Net Worth Individuals
出版John Wiley & Sons, 2003-06-03
主題Business & Economics / Personal Finance / General
ISBN04714414579780471441458
URLhttp://books.google.com.hk/books?id=SpK31zS4Q1MC&hl=&source=gbs_api
EBookSAMPLE
註釋A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS

Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide.

Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals.

This invaluable resource will:
* Take the mystery out of providing professional asset management services to a broad cross section of your clients
* Educate you about the opportunities and advantages of using separately managed accounts
* Provide you with information about how separately managed accounts work as well as who should be in them
* Illustrate how you can employ separately managed accounts in your financial advisory practice
* Learn how to convert from commission to fees
* And much more


Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.