The Subtle Influence: Conflicts of Interest in Financial Planning - Frank C Bearden Ph D - Grāmatas - iUniverse - 9781450233385 - 2010. gada 3. septembris
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The Subtle Influence: Conflicts of Interest in Financial Planning

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Publisher Marketing: ""The Subtle Influence: Conflicts of Interest in Financial Planning" by Frank C. Bearden, Ph. D. is a book that will change your financial advising practice. It will ease your mind, lower your level of stress and better prepare you for whatever the regulators choose to impose on financial advisors. You will be a better, more confident advisor. This book should be read and absorbed by all advisors, RIAs, Registered Representatives, Broker/Dealers and all of those charged with providing unconflicted advice and professional judgment. It brings the sometimes elusive concept of fiduciary into something to which we all can strive." -Ben G. Baldwin, CFP(r), ChFC, CLU, MSM, MSFS Noted Author, Speaker, Educator Through detailed case studies, you will determine how to evaluate and respond to conflicts of interest so that your integrity is never called into question. Discover practical solutions that you can implement right away. Conflicts of interest continue to wreck the careers of many professionals, and they also contributed to the recent financial crisis that devastated so many individuals and companies. Ensure that you survive and succeed with "The Subtle Influence: Conflicts of Interest in Financial Planning." "Conflicts of interest are a core component of discussions regarding client-planner relationships and fiduciary responsibility in the financial services industry. Dr. Bearden discusses such conflicts in a clear, straightforward manner, and his usage of client scenarios effectively adds color to ethical gray areas. Dr. Bearden's book is required reading for those advisors who aspire to maintain long-lasting client relationships and who want to interact with clients in a transparent, ethical, and mutually productive manner." -Dr. Jesse B. Arman, ChFC, Vice President, Academic Affairs College for Financial Planni

Mediji Grāmatas     Paperback Book   (Grāmata ar mīksto vāku un līmēto muguru)
Izlaists 2010. gada 3. septembris
ISBN13 9781450233385
Izdevēji iUniverse
Lapas 196
Izmēri 152 × 229 × 11 mm   ·   294 g
Valoda Angļu