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BukuAutomating Wealth Management Proposals Using the Microsoft Office System
Bibliografi
Author: [s.n]
Topik: Wealth Management Proposals; Microsoft Office System
Bahasa: (EN )    
Tahun Terbit: 2006    
Jenis: Article - lainnya
Fulltext: WM_DataSheet.pdf (251.3KB; 1 download)
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Abstract
Creating an effective wealth management proposal for a new client can be a costly process involving time-consuming research and inconsistent planning. A wealth management proposal solution helps advisors collaborate more effectively with specialists and deliver superior planning advice, regardless of a planner’s individual expertise and level of experience. With less time spent collecting data and performing administrative tasks, advisors can spend more time with clients, strengthening relationships and expanding sales opportunities.
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