To Sell or Not to Sell...Employer Retirement Plans: The Financial Advisor's Roadmap to a Successful Retirement Plans Practice by Tom Foster, Todd Thompson

To Sell or Not to Sell...Employer Retirement Plans: The Financial Advisor's Roadmap to a Successful Retirement Plans Practice

Tom Foster, Todd Thompson

208 pages first pub 2007 (editions)

challenging informative medium-paced
Powered by AI (Beta)
Loading...

Description

To Sell or not to Sell - Employer Retirement Plans' provides the financial advisor with tips on profiling the target market and understanding the psychology of the business owner or retirement plan sponsor.

Community Reviews

Loading...

Content Warnings

Loading...