"The Number" was published early this year with a huge marketing budget as well as stellar reviews from the Wall Street Journal and New York Times. The book, written by former Esquire editor Lee Eisenberg, focuses on our latest and greatest taboo: the financial needs of retirement. Yet, given all the professional accolades, judging by the reader feedback on Amazon, for every reader who has enjoyed the book, there are four or five others who think the money spent on it should have gone directly into a retirement plan instead.
Despite brighter equity prospects outside the U.S, your clients may be underinvested in international and emerging markets equities. Help them take full advantage of non-U.S....
Explore ways in which you can manage client expectations - while still delivering the best possible experience - with the help of an advisor team.
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Oct 22, 2015
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Oct 14, 2015
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Sep 17, 2015
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