Guiding Clients Through Retirement

Guiding Clients Through Retirement

B. Vincent

13,69 €
IVA incluido
Disponible
Editorial:
Indy Pub
Año de edición:
2024
ISBN:
9798330490516
13,69 €
IVA incluido
Disponible
Añadir a favoritos

In Guiding Clients Through Retirement: Tools for a Smooth Exit and Group Referrals, author B. Vincent provides financial advisors with essential tools and strategies to assist clients in successfully transitioning into retirement. Drawing on insights from industry expert Preet Banerjee, this comprehensive guide explores effective exit strategies, business growth opportunities, and the benefits of group referrals. From understanding the intricacies of asset sales to leveraging career junctures for long-term revenue, this book offers valuable advice for advisors looking to enhance their practice and support their clients’ retirement dreams. Embrace the opportunities that come with retirement planning and discover how to build a thriving business that grows even as clients begin to withdraw their investments.

Artículos relacionados

Otros libros del autor

  • The Climate Solution
    B. Vincent
    The Climate Solution: Innovative Approaches to Combat Global Warming by B. Vincent is a compelling exploration of humanity’s impact on the Earth’s climate and the innovative strategies we can employ to mitigate it. As we face unprecedented global warming driven by industrial activities, Vincent argues that collective action is not only necessary but possible. This book is essen...
    Disponible

    16,78 €

  • The Age of Discovery
    B. Vincent
    Embark on a thrilling voyage through the Age of Discovery with 'The Age of Discovery: Navigating the World’s Great Explorations.' Delve into a pivotal era that reshaped our world as European powers sought new trade routes to the Orient. From the daring voyages across vast oceans to the conquests of distant lands, this book captures the essence of exploration. Follow in the foot...
    Disponible

    21,59 €

  • Digital Nomads
    B. Vincent
    Dive into the world of Digital Nomads with Mish Slade’s comprehensive guide, ’Digital Nomads: Mastering the Art of Working from Anywhere’. Drawing on her extensive experience as a nomadic worker, Slade delves into the intricacies of this lifestyle, painting a vivid picture of what it truly means to be a digital nomad. Through captivating anecdotes and insights from over 50 fell...
    Disponible

    21,60 €

  • Sustainable Futures
    B. Vincent
    Discover the roadmap to a sustainable future in 'Sustainable Futures: Technological Solutions for a Green Planet.' In this enlightening report, delve into the realm of technological innovations poised to revolutionize how we interact with our planet. From energy-efficient hand dryers to groundbreaking university projects like 'Integrating Innovation for Sustainability,' the jou...
    Disponible

    21,51 €

  • Golden Years, Golden Plates
    B. Vincent
    'Golden Years, Golden Plates: Eating Well After 50' is a comprehensive guide designed to empower individuals to prioritize their health and well-being through nutrition as they navigate the golden years of life. Through a series of meticulously crafted chapters, this book offers invaluable insights, practical strategies, and inspirational guidance to help readers embrace a life...
    Disponible

    27,12 €

  • Flavors of the World
    B. Vincent
    Embark on a mouthwatering odyssey through the vibrant tapestry of global cuisine with 'Flavors of the World: A Culinary Journey.' In this captivating exploration, we delve into the rich traditions, diverse flavors, and profound connections that define the world’s culinary landscape.From the tantalizing spices of Asia to the hearty comforts of Europe, each chapter of this book i...
    Disponible

    21,83 €