The Cutting Edge in Financial Services
Author: Bob Veres
National Underwriters, 2003
An examination of the evolving role of financial advisors and the demand for financial services.
- Introduction
- Outlining the Future
- The Revolution in Client Services
- The Convergence of Trends
- Business Models of the Future
- From Starvation to Prosperity
- The Rapid Evolution of Asset Management Services
- Marketing the Cutting Edge
- Advice for Success
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