ENGLISH

Separate Account Management

By Larry Chambers Ken Ziesenheim Peter Trevisani

Book information

Year
2003
ISBN
0471249769, 9780471249764, 9780471441458
Open Library ID
OL9706537M
Language
english
Format
PDF
Filesize
1 MB (1088398 bytes)
Edition
1
Pages
272\290
Time added
2011-06-04 13:46:07

Description

A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTSTwenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide.Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals.This invaluable resource will:* Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts* Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice* Learn how to convert from commission to fees* And much moreFilled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.

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