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The Financial Advisor's Estate Planning Desk Reference: How to Deepen Your Relationships With Your Clients, Provide Even Better Service to Them, and Increase Their Whole Family’s Loyalty Towards You

eBook (ePub)
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Price: $8.99
Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients’ estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.
Available in ePub Format

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Product Details

ISBN
9781684705849
Published
August 20, 2019
Language
English
File Format
ePub
File Size
220.5 KB
Product ID
24215925

Formats for this Ebook

ePub
Required Software Any ePub Reader
Supported Devices Windows PC/PocketPC, Mac OS, Linux OS, Apple iPhone/iPod Touch... (See More)
# of Devices Unlimited
Flowing Text / Pages Flowing Text
Printable? Yes
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