The Evolved Advisor - Patrick Tucker - 書籍 - Throne Publishing Group - 9781945255991 - 2018年7月6日
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The Evolved Advisor

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発送予定日 2026年1月8日 - 2026年1月19日
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Patrick Tucker is an enthusiastic financial advisor who wants to set something straight: Clients deserve respect, honesty, transparency and dignity at all times, no matter what. But he fears not all clients are receiving that kind of care in the financial planning industry today. So many firms are about the business of selling, producing and making a buck, but what clients need is to be genuinely advised and guided well through their financial lifetimes. So he started True Measure, an investment advisor company based in Omaha, Nebraska, that positively and thoroughly advises clients while mentoring aspiring financial planners into their own successful advice-based business. The Evolved Advisor is a hearty and thorough guidebook for those who desire to start their own business and do it the right way from the beginning: Advising clients respectfully and building genuine relationships that will last a lifetime.

メディア 書籍     Paperback Book   (ソフトカバーで背表紙を接着した本)
リリース済み 2018年7月6日
ISBN13 9781945255991
出版社 Throne Publishing Group
ページ数 110
寸法 140 × 216 × 6 mm   ·   136 g
言語 英語  

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