Financial Advisors Resources Books
Scott West, Mitch Anthony, Storyselling for Financial Advisors: How Top Producers Sell, Dearborn Trade, a Kaplan Professional Company, 2000.
Stephen Gresham, Evan Cooper, Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor, Dearborn Trade, a Kaplan Professional Company, 2001.
Harold R. Evensky, Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets, MacGraw-Hill, 1996.
Ross Levin, The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals, MacGraw-Hill, 1996.
Jerome Schneider, How to Own Your Own Private International Bank: For Profit, Privacy, and Tax Protection, Prima Lifestyle, 1998.
Roy C. Smith, Ingo Walter, Global Banking (Economics & Finance), Oxford University Press, 2003.
Other Categories -- Resources Books
Private Banks and Private Banking / Hedge Fund / Offshore Trust and Offshore Asset Management / International Tax Planning / Others
Open your Swiss Bank/Private Bank Account for Free [in Japanese]
Create your own Intellectual Properties [in Japanese] @Japanese Scientific Poems