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Independently Published

The Team Approach : Changing The Way Financial Professionals Help Clients

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Product Code: 9781689027939
ISBN13: 9781689027939
Condition: New
$18.16

The Team Approach : Changing The Way Financial Professionals Help Clients

$18.16
 
You'll never look at business and estate planning the same way again.The Team Approach is a contemporary strategy that challenges the current culture around how people work with the financial professionals they hire.Instead of spending valuable time with each expert in their separate fields, The Team Approach brings a holistic, collaborative, board-of-directors-type approach that can help you protect, plan, and grow your financial legacy like never before. You can't afford to miss this paradigm shift."The Team Approach has enhanced the trajectory of my business. When you have a team of financial professionals by your side, they empower you with their ideas, insight and expertise. Use this book to raise the bar with the professionals you work with." --Tom Swenson, President, Bank of Montana



Author: Darby Minnick
Publisher: Independently Published
Publication Date: Sep 04, 2019
Number of Pages: 76 pages
Language: English
Binding: Paperback
ISBN-10: 1689027932
ISBN-13: 9781689027939
 

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