Getting started in financial consulting:
Saved in:
| Main Author: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
New York
Wiley
2000
|
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Physical Description: | 286 S. |
| ISBN: | 0471348147 |
Staff View
MARC
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Record in the Search Index
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|---|---|
| adam_text | LsO fr%Ci*44 Preface ix
Acknowledgments xiii
Introduction 1
Skills and Training 9
Investment Adviser or Personal Financial
Planner? 33
Setting Up Your Practice 51
Services to Offer 79
Specialized Niches 115
Contracts and Other Legal Considerations 135
Tools of the Trade 163
Building a Clientele 195
# # #
t/ /l^ CONTENTS .:
Should You Sell Products? . . . And Other
Ethical Issues 223
(UUft* 10
Other Income Sources 245
Surviving in a Down Market 259
Appendix 271
Index 277
|
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| dewey-sort | 3332.6 223 273 |
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| discipline | Wirtschaftswissenschaften |
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| indexdate | 2024-07-09T18:42:43Z |
| institution | BVB |
| isbn | 0471348147 |
| language | English |
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| physical | 286 S. |
| publishDate | 2000 |
| publishDateSearch | 2000 |
| publishDateSort | 2000 |
| publisher | Wiley |
| record_format | marc |
| spelling | Stone, Edward J. Verfasser aut Getting started in financial consulting Edward J. Stone Financial consulting New York Wiley 2000 286 S. txt rdacontent n rdamedia nc rdacarrier Financial planners United States Financial services industry United States Finanzberatung (DE-588)4154409-2 gnd rswk-swf USA Finanzberatung (DE-588)4154409-2 s DE-604 HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=009040883&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Stone, Edward J. Getting started in financial consulting Financial planners United States Financial services industry United States Finanzberatung (DE-588)4154409-2 gnd |
| subject_GND | (DE-588)4154409-2 |
| title | Getting started in financial consulting |
| title_alt | Financial consulting |
| title_auth | Getting started in financial consulting |
| title_exact_search | Getting started in financial consulting |
| title_full | Getting started in financial consulting Edward J. Stone |
| title_fullStr | Getting started in financial consulting Edward J. Stone |
| title_full_unstemmed | Getting started in financial consulting Edward J. Stone |
| title_short | Getting started in financial consulting |
| title_sort | getting started in financial consulting |
| topic | Financial planners United States Financial services industry United States Finanzberatung (DE-588)4154409-2 gnd |
| topic_facet | Financial planners United States Financial services industry United States Finanzberatung USA |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=009040883&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
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