Читать книгу Protecting Your Practice - Vessenes Katherine - Страница 1

KATHERINE VESSENES’S superb new book will show you how to build client relationships, grow your practice, and avoid lawsuits in today’s increasingly competitive and litigious environment.

Protecting Your Practice provides forms and checklists, case studies, practical strategies, action items, and insights into the critical issues that affect financial services professionals. Katherine Vessenes spells out ways to enhance client relationships, comply with regulations, organize record keeping, and protect your business from malpractice claims.

Written in association with one of the world’s largest and oldest organizations for financial services professionals, Protecting Your Practice is essential information for registered investment advisers, broker-dealers, registered representatives, accountants, tax advisers, insurance agents, wire houses, commission and fee planners, attorneys, trust officers, estate planners, and development officers in planned giving.