Description - J.K. Lasser Pro Separate Account Management by Larry Chambers
A financial advisor's guide to a more personal and flexible money management approach Until recently, investment advisors have been locked into the management and accounting method chosen by the mutual funds in their WRAP account. This has limited their ability to provide a personalized asset management program to their clients. Separate account management programs or SAMs allow financial professionals to provide a more personal and flexible money management service to their clients. Separate Account Management will help financial advisors thoroughly understand individually managed account programs, while explaining how they should go about presenting these strategies to their clients. It will also show advisors how to convert their financial advisory practice into a money management business allowing them to build equity in a practice where there was none before. Filled with proven techniques and expert advice, this comprehensive guide is a valuable source of information for one of the fastest growing forms of asset management. Larry Chambers (Ojai, CA) is the President of the financial consulting firm Chambers and Associates.
He is the author of thirty books and hundreds of investment-related articles. Chambers is frequently tapped as a media guest, financial media expert resource, and seminar presenter.
Buy J.K. Lasser Pro Separate Account Management by Larry Chambers from Australia's Online Independent Bookstore, Boomerang Books.
(238mm x 162mm x 24mm)
John Wiley & Sons Inc
Publisher: John Wiley & Sons Inc
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Book Reviews - J.K. Lasser Pro Separate Account Management by Larry Chambers
Author Biography - Larry Chambers
LARRY CHAMBERS is President of Chambers and Associates, a financial-writing consulting firm. He is the author of thirty books and 700 investment related articles. He was recently chosen as Business and Economics columnist for a three year period for Phi Kappa Phi Forum. The Forum is the quarterly magazine of the Phi Kappa Phi Honors Society, a community of scholars whose membership has grown to more than one million. KEN ZIESENHEIM, JD, LLM, CFP, is President of Thornburg Securities and Managing Director of Thornburg Investment Management Company. Ken is currently serving as a Trustee for the National Endowment for Financial Education (NEFE) and as a member of the Ethics Committee for the FPA. He resides in Sebring, Florida. PETER TREVISANI, MBA, is Director of separate accounts at Thornburg Investment Management based in Santa Fe, New Mexico. Peter was CEO of Waybid Technologies and prior to that worked as a sales trader on the foreign exchange desk for Lehman Brothers, UK.