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| Foreword | ||
| Introduction | 1 | |
| The Planners: The 55 planners who participated in this book | 14 | |
| Alphabet Soup: A guide to the acronyms of the business | 32 | |
| Ch. 1 | Education and Training | 38 |
| Ch. 2 | Registering as an Investment Advisor | 66 |
| Ch. 3 | Disclosing Fees and Risks | 82 |
| Ch. 4 | Accepting a Fiduciary Role | 104 |
| Ch. 5 | Conflicts of Interest | 118 |
| Ch. 6 | What's Right for a Client? | 142 |
| Ch. 7 | Providing Due Diligence | 164 |
| Ch. 8 | Bringing in Clients | 188 |
| Ch. 9 | Working with Clients | 210 |
| Ch. 10 | Moving into the Future | 238 |
| Ch. 11 | Sample Planner Documents | 254 |
| Resources and Index | 298 |
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
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Add Best Practices for Financial Advisors, Mary Rowland has distilled the experience of an elite group of 55 financial advisors into a compact handbook on excellence for planners of all kinds. Anyone managing money-fee-based planners, brokers, trust officers, attorneys, accountants-will reap score, Best Practices for Financial Advisors to the inventory that you are selling on WonderClubX
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Add Best Practices for Financial Advisors, Mary Rowland has distilled the experience of an elite group of 55 financial advisors into a compact handbook on excellence for planners of all kinds. Anyone managing money-fee-based planners, brokers, trust officers, attorneys, accountants-will reap score, Best Practices for Financial Advisors to your collection on WonderClub |