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Foreword Christopher L. Davis vii
Preface ix
Acknowledgments xi
The Evolution of Managed Accounts 1
The Revolution of Unified Managed Accounts 15
Mutual Fund Advisory Accounts 36
Alternative Investments 42
Key Benefits of Managed Accounts and Recurring Revenues 61
How to Tell If Managed Account Solutions Are Right for Your Practice 75
Transforming Your Practice into a Wealth Management Business 94
Developing Your Managed Account Solutions Business 120
Positioning Yourself as a Solutions Provider 135
Attracting and Retaining Clients 151
Building on Your Success 161
The Future of Managed Account Solutions 175
Epilogue: This Isn't Your Father's Advisory Practice 187
Sample Business Plan 190
Manager Evaluation Formulas and Ratios 197
Sample Investment Policy Statement 200
Seminar Checklist and Sample Invitations 209
Advisor's Resource Guide 217
Index 223
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
Georgia Null
reviewed The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions on February 04, 2012
The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions
I purchased the original book in 2008 just when I was entering this field of work.
This 'revised' edition has very little to add to the original book, but is still a very good compilation.
There are some heroes of old and some who still hold their sway post the 2008/09 mayhem. A must read for people who like understanding the motivations of HF managers and an insight into their personalities.
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Add The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions, Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry. No other platform offers so many options and can be customized to meet the needs of so many different types of in, The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions to the inventory that you are selling on WonderClubX
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Add The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions, Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry. No other platform offers so many options and can be customized to meet the needs of so many different types of in, The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions to your collection on WonderClub |
