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The financial services industry is constantly changing and you need to respond Change is a constant in the financial services industry (FSI).The question is, "What should you do to survive?" Whether you work in or sell to the industry, you'll benefit from the in-depth...
This valuable book helps financial advisors address the needs of their entrepreneurial clients. Most people opening their own businesses are experts in their fields. But when it comes to the vital intricacies of running a successful business, many entrepreneurs find...
Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts,...
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