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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