Description
Cole Cash, Ph.D., advisor to financial advisors, is back, with another collection of wise, witty, and action-oriented client sessions. This time around, Ol' Cole's focused on the Next Gen - how do you work with the young'uns in your own firm and keep them motivated and happy, and how do you keep
your clients' children and grandchildren from taking all that hard-won AUM somewhere else when their folks pass on? The answers will surprise, delight, and guide you . . . because (all together now): "People are funny about their money!"
Author: Matt Reiner
Publisher: Redwood Publishing, LLC
Published: 03/01/2022
Pages: 112
Binding Type: Paperback
Weight: 0.31lbs
Size: 8.50h x 5.50w x 0.23d
ISBN13: 9781956470284
ISBN10: 195647028X
BISAC Categories:
- Business & Economics | Finance | Wealth Management
- Business & Economics | Personal Finance | General
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